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 |
Flutter Entertainment
FLUT
|
+$849M |
| 2 |
Intuitive Surgical
ISRG
|
+$559M |
| 3 |
CDW
CDW
|
+$416M |
| 4 |
Philip Morris
PM
|
+$408M |
| 5 |
PACCAR
PCAR
|
+$325M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$1.92B |
| 2 |
TSMC
TSM
|
+$789M |
| 3 |
Microsoft
MSFT
|
+$708M |
| 4 |
JPMorgan Chase
JPM
|
+$636M |
| 5 |
Eli Lilly
LLY
|
+$561M |
Sector Composition
| 1 | Technology | 21.52% |
| 2 | Financials | 19.51% |
| 3 | Healthcare | 12.79% |
| 4 | Industrials | 12.46% |
| 5 | Consumer Discretionary | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Zimmer Biomet
ZBH
$20.7B
| $109M | 0.03% |
1,006,217
+4,388
| +0.4% | +$474K |
|
377
Rayonier
RYN
$4.1B
| $108M | 0.03% |
3,523,414
+731,242
| +26% | +$22.4M |
|
378
Encompass Health
EHC
$12.7B
| $107M | 0.03% |
1,111,144
-350,292
| -24% | -$33.9M |
|
379
Ameriprise Financial
AMP
$46.4B
| $107M | 0.03% |
227,406
+11,441
| +5% | +$5.38M |
|
380
Teleflex
TFX
$5.75B
| $106M | 0.03% |
427,579
+1,884
| +0.4% | +$466K |
|
381
Masimo
MASI
$8.08B
| $106M | 0.03% |
792,166
+70,440
| +10% | +$9.39M |
|
382
Onto Innovation
ONTO
$5.08B
| $105M | 0.03% |
505,397
-351,383
| -41% | -$72.9M |
|
383
Ambev
ABEV
$34.3B
| $105M | 0.03% |
42,904,893
+226,238
| +0.5% | +$552K |
|
384
Crane Co
CR
$10.6B
| $104M | 0.03% |
655,470
+91,029
| +16% | +$14.4M |
|
385
Skyworks Solutions
SWKS
$11.2B
| $103M | 0.03% |
1,042,908
+4,579
| +0.4% | +$452K |
|
386
Viking Holdings
VIK
$28.3B
| $103M | 0.03% |
2,951,929
+793,795
| +37% | +$27.7M |
|
387
Cameco
CCJ
$33.6B
| $103M | 0.03% |
2,151,105
+664,828
| +45% | +$31.8M |
|
388
Dow Inc
DOW
$17B
| $101M | 0.03% |
1,841,264
+8,176
| +0.4% | +$447K |
|
389
Waste Connections
WCN
$45.9B
| $99.1M | 0.03% |
554,305
+8,549
| +2% | +$1.53M |
|
390
Hexcel
HXL
$5.12B
| $99M | 0.03% |
1,600,619
+425,402
| +36% | +$26.3M |
|
391
Sensata Technologies
ST
$4.66B
| $97.6M | 0.03% |
2,721,353
+11,798
| +0.4% | +$423K |
|
392
DexCom
DXCM
$30.6B
| $95.9M | 0.03% |
1,430,964
-1,008,069
| -41% | -$67.6M |
|
393
Apollo Global Management
APO
$76.9B
| $95.8M | 0.03% |
767,014
+233,670
| +44% | +$29.2M |
|
394
CCC Intelligent Solutions
CCCS
$6.42B
| $95.6M | 0.03% |
8,648,957
+2,272,336
| +36% | +$25.1M |
|
395
Red Rock Resorts
RRR
$3.65B
| $95.6M | 0.03% |
1,755,387
-3,226
| -0.2% | -$176K |
|
396
Gold Fields
GFI
$31.9B
| $94.5M | 0.03% |
6,155,835
+580,546
| +10% | +$8.91M |
|
397
CSX Corp
CSX
$60.5B
| $93.9M | 0.03% |
2,718,243
-93,357
| -3% | -$3.22M |
|
398
GE HealthCare
GEHC
$35.7B
| $93.7M | 0.03% |
+998,543
| New | +$93.7M |
|
399
UL Solutions
ULS
$12.8B
| $92.4M | 0.03% |
1,874,451
-407,187
| -18% | -$20.1M |
|
400
Saia
SAIA
$8.31B
| $92.1M | 0.03% |
210,532
-24,869
| -11% | -$10.9M |
|