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 |
Exxon Mobil
XOM
|
+$1.63B |
| 2 |
Qualcomm
QCOM
|
+$607M |
| 3 |
GE Aerospace
GE
|
+$580M |
| 4 |
Salesforce
CRM
|
+$494M |
| 5 |
Chevron
CVX
|
+$477M |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$1.69B |
| 2 |
Comcast
CMCSA
|
+$1.26B |
| 3 |
Boston Scientific
BSX
|
+$1.14B |
| 4 |
NVIDIA
NVDA
|
+$1.03B |
| 5 |
Flutter Entertainment
FLUT
|
+$828M |
Sector Composition
| 1 | Technology | 23.99% |
| 2 | Financials | 18.51% |
| 3 | Healthcare | 12.55% |
| 4 | Industrials | 12.27% |
| 5 | Consumer Discretionary | 6.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
UL Solutions
ULS
$12.8B
| $96.3M | 0.03% |
+2,281,638
| New | +$96.3M |
|
377
Revvity
RVTY
$10B
| $96.2M | 0.03% |
917,389
-9,353
| -1% | -$981K |
|
378
Labcorp
LH
$23B
| $96M | 0.03% |
471,746
-4,765
| -1% | -$970K |
|
379
Waste Connections
WCN
$45.9B
| $95.7M | 0.03% |
545,756
-44,238
| -7% | -$7.76M |
|
380
Bio-Rad Laboratories Class A
BIO
$7.86B
| $95.2M | 0.03% |
348,540
+1,288
| +0.4% | +$352K |
|
381
Matador Resources
MTDR
$5.89B
| $94.4M | 0.03% |
1,584,664
-86,391
| -5% | -$5.15M |
|
382
CSX Corp
CSX
$60.5B
| $94M | 0.03% |
2,811,600
+538,484
| +24% | +$18M |
|
383
Ulta Beauty
ULTA
$23.3B
| $94M | 0.03% |
243,515
-264,809
| -52% | -$102M |
|
384
S&P Global
SPGI
$167B
| $93.9M | 0.03% |
210,564
-3,349
| -2% | -$1.49M |
|
385
Ameriprise Financial
AMP
$46.4B
| $92.3M | 0.03% |
215,965
+18,833
| +10% | +$8.05M |
|
386
Masimo
MASI
$8.08B
| $90.9M | 0.03% |
721,726
-1,000,059
| -58% | -$126M |
|
387
MetLife
MET
$52.9B
| $90.5M | 0.03% |
1,289,383
-13,152
| -1% | -$923K |
|
388
Weyerhaeuser
WY
$18.7B
| $90.2M | 0.03% |
3,178,841
+769,149
| +32% | +$21.8M |
|
389
Newell Brands
NWL
$2.65B
| $89.6M | 0.03% |
13,984,202
-23,916
| -0.2% | -$153K |
|
390
Teleflex
TFX
$5.75B
| $89.5M | 0.03% |
425,695
-4,324
| -1% | -$909K |
|
391
Ambev
ABEV
$34.6B
| $87.5M | 0.03% |
42,678,655
+65,746
| +0.2% | +$135K |
|
392
Legend Biotech
LEGN
$6.39B
| $86.8M | 0.03% |
1,960,709
+69,913
| +4% | +$3.1M |
|
393
Visteon
VC
$3.51B
| $86.2M | 0.03% |
808,192
+8,941
| +1% | +$954K |
|
394
Mohawk Industries
MHK
$8.67B
| $86M | 0.03% |
+757,082
| New | +$86M |
|
395
Waste Management
WM
$88.2B
| $84M | 0.03% |
393,590
-10,863
| -3% | -$2.32M |
|
396
Gold Fields
GFI
$32B
| $83.1M | 0.03% |
5,575,289
-64,348
| -1% | -$959K |
|
397
Antero Resources
AR
$9.92B
| $82.9M | 0.03% |
2,541,813
+381,310
| +18% | +$12.4M |
|
398
ACI Worldwide
ACIW
$5.28B
| $82.3M | 0.03% |
2,078,128
-388,782
| -16% | -$15.4M |
|
399
Hershey
HSY
$38B
| $82.1M | 0.03% |
+446,734
| New | +$82.1M |
|
400
Crane Co
CR
$10.6B
| $81.8M | 0.03% |
564,441
+38,310
| +7% | +$5.55M |
|