Massachusetts Financial Services Portfolio holdings
Massachusetts Financial Services (MFS), founded in 1924 and headquartered in Boston, Massachusetts, is a pioneering investment management firm credited with launching the first U.S. mutual fund, the Massachusetts Investors Trust. Managing hundreds of billions in assets, MFS offers a wide range of actively managed investment products, including equity, fixed-income, and balanced funds, serving institutional investors, financial advisors, and individuals globally. Known for its disciplined, research-driven approach, the firm emphasizes long-term value creation through fundamental analysis and a collaborative team structure, avoiding short-term market trends. With a legacy of innovation and a strong global presence, MFS remains a respected name in the asset management industry, balancing tradition with a focus on sustainable, client-centric investing.
Top Buys
| 1 |
Boeing
BA
|
$1.35B |
| 2 |
Flutter Entertainment
FLUT
|
$828M |
| 3 |
Mondelez International
MDLZ
|
$595M |
| 4 |
KKR & Co
KKR
|
$552M |
| 5 |
Salesforce
CRM
|
$548M |
Top Sells
| 1 |
Charter Communications
CHTR
|
$979M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$744M |
| 3 |
Accenture
ACN
|
$735M |
| 4 |
Boston Scientific
BSX
|
$724M |
| 5 |
Eaton
ETN
|
$527M |
Sector Composition
| 1 | Technology | 22.22% |
| 2 | Financials | 19.01% |
| 3 | Healthcare | 13.21% |
| 4 | Industrials | 12.84% |
| 5 | Consumer Discretionary | 6.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Ambev
ABEV
$34.8B
| $106M | 0.03% |
42,612,909
+7,151,327
| +20% | +$17.7M |
|
377
Labcorp
LH
$23.2B
| $104M | 0.03% |
476,511
-3,270
| -0.7% | -$714K |
|
378
Bank of New York Mellon
BK
$73.1B
| $102M | 0.03% |
1,772,131
-324,115
| -15% | -$18.7M |
|
379
Waste Connections
WCN
$46.1B
| $101M | 0.03% |
589,994
-312,130
| -35% | -$53.7M |
|
380
Thomson Reuters
TRI
$78.7B
| $101M | 0.03% |
648,585
+5,171
| +0.8% | +$806K |
|
381
Celsius Holdings
CELH
$15B
| $98.8M | 0.03% |
+1,191,486
| New | +$98.8M |
|
382
ACV Auctions
ACVA
$2.03B
| $98.7M | 0.03% |
5,256,099
+3,548,985
| +208% | +$66.6M |
|
383
Revvity
RVTY
$10.1B
| $97.3M | 0.03% |
926,742
+161,514
| +21% | +$17M |
|
384
Teleflex
TFX
$5.78B
| $97.3M | 0.03% |
430,019
-2,920
| -0.7% | -$660K |
|
385
Humana
HUM
$37B
| $96.7M | 0.03% |
278,929
+251,386
| +913% | +$87.2M |
|
386
MetLife
MET
$52.9B
| $96.5M | 0.03% |
1,302,535
-320,539
| -20% | -$23.8M |
|
387
Banco Bradesco
BBD
$33.6B
| $94.1M | 0.03% |
32,913,598
+709,349
| +2% | +$2.03M |
|
388
Visteon
VC
$3.41B
| $94M | 0.03% |
799,251
+204,706
| +34% | +$24.1M |
|
389
Littelfuse
LFUS
$6.51B
| $93.4M | 0.03% |
385,299
-305,961
| -44% | -$74.1M |
|
390
Pentair
PNR
$18.1B
| $92.8M | 0.03% |
+1,086,037
| New | +$92.8M |
|
|
CNH
391
CNH Industrial
CNH
$14.3B
| $91.2M | 0.03% |
+7,036,026
| New | +$91.2M |
|
392
S&P Global
SPGI
$164B
| $91M | 0.03% |
213,913
-3,639
| -2% | -$1.55M |
|
393
Gold Fields
GFI
$30.8B
| $89.6M | 0.03% |
5,639,637
+2,261,871
| +67% | +$35.9M |
|
394
PTC
PTC
$25.6B
| $87.6M | 0.03% |
463,712
+461,439
| +20,301% | +$87.2M |
|
395
Chemours
CC
$2.34B
| $87M | 0.03% |
3,311,720
-1,451,648
| -30% | -$38.1M |
|
396
Weyerhaeuser
WY
$18.9B
| $86.5M | 0.03% |
2,409,692
-2,771,486
| -53% | -$99.5M |
|
397
Ameriprise Financial
AMP
$46.1B
| $86.4M | 0.03% |
197,132
+1,511
| +0.8% | +$662K |
|
398
Waste Management
WM
$88.6B
| $86.2M | 0.03% |
404,453
-14,324
| -3% | -$3.05M |
|
399
CSX Corp
CSX
$60.6B
| $84.3M | 0.03% |
2,273,116
+13,953
| +0.6% | +$517K |
|
400
AvalonBay Communities
AVB
$27.8B
| $83.8M | 0.03% |
451,643
-325,128
| -42% | -$60.3M |
|