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 |
Wells Fargo
WFC
|
+$567M |
| 2 |
Netflix
NFLX
|
+$383M |
| 3 |
CBRE Group
CBRE
|
+$351M |
| 4 |
PNC Financial Services
PNC
|
+$345M |
| 5 |
Starbucks
SBUX
|
+$306M |
Top Sells
| 1 |
Tesla
TSLA
|
+$1.38B |
| 2 |
JPMorgan Chase
JPM
|
+$891M |
| 3 |
NVIDIA
NVDA
|
+$795M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$790M |
| 5 |
Aon
AON
|
+$712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.42% |
| 3 | Industrials | 12.36% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Crane Co
CR
$10.5B
| $104M | 0.03% |
679,768
+130,218
| +24% | +$19.9M |
|
377
Mattel
MAT
$5.78B
| $101M | 0.03% |
5,199,981
-1,072,089
| -17% | -$20.8M |
|
378
Healthcare Realty
HR
$6.44B
| $101M | 0.03% |
+5,965,515
| New | +$101M |
|
379
Bruker
BRKR
$4.63B
| $100M | 0.03% |
2,396,120
-556,183
| -19% | -$23.2M |
|
|
SARO
380
StandardAero, Inc.
SARO
$9.02B
| $100M | 0.03% |
3,751,892
-403,763
| -10% | -$10.8M |
|
381
Gold Fields
GFI
$33.1B
| $99.6M | 0.03% |
4,507,327
+45,171
| +1% | +$998K |
|
382
Vertiv
VRT
$52.2B
| $98.9M | 0.03% |
1,369,237
-3,888,920
| -74% | -$281M |
|
383
Wingstop
WING
$7.84B
| $98.7M | 0.03% |
437,727
-364,005
| -45% | -$82.1M |
|
384
Motorola Solutions
MSI
$80.3B
| $98.1M | 0.03% |
224,062
+459
| +0.2% | +$201K |
|
385
Revvity
RVTY
$9.58B
| $97M | 0.03% |
916,536
-2,070
| -0.2% | -$219K |
|
386
Biogen
BIIB
$20.9B
| $96.9M | 0.03% |
708,415
-23,961
| -3% | -$3.28M |
|
387
SentinelOne
S
$5.95B
| $96.9M | 0.03% |
5,329,905
+2,558,702
| +92% | +$46.5M |
|
388
Flowserve
FLS
$7.35B
| $95.5M | 0.03% |
1,954,365
+122,161
| +7% | +$5.97M |
|
389
Alaska Air
ALK
$7.22B
| $94M | 0.03% |
1,910,364
+321,505
| +20% | +$15.8M |
|
390
AES
AES
$9.06B
| $91.6M | 0.03% |
7,377,848
-16,639
| -0.2% | -$207K |
|
391
Robinhood
HOOD
$104B
| $91.4M | 0.03% |
2,196,821
+676,176
| +44% | +$28.1M |
|
392
Cameco
CCJ
$34.6B
| $91.2M | 0.03% |
2,215,853
+56,583
| +3% | +$2.33M |
|
393
Americold
COLD
$3.76B
| $89.2M | 0.03% |
4,158,779
+3,603,716
| +649% | +$77.3M |
|
394
Carrier Global
CARR
$53.2B
| $87.9M | 0.03% |
1,386,050
+585,365
| +73% | +$37.1M |
|
395
James Hardie Industries plc
JHX
$11.5B
| $87.9M | 0.03% |
+3,729,137
| New | +$87.9M |
|
396
Ambev
ABEV
$35.2B
| $87.5M | 0.03% |
37,532,866
-4,145,140
| -10% | -$9.66M |
|
397
Independence Realty Trust
IRT
$4.06B
| $87.2M | 0.03% |
4,109,344
-270,906
| -6% | -$5.75M |
|
398
Waste Connections
WCN
$45.3B
| $86.1M | 0.03% |
441,213
-31,620
| -7% | -$6.17M |
|
399
eBay
EBAY
$41.7B
| $85.1M | 0.03% |
1,256,643
-426,750
| -25% | -$28.9M |
|
400
Insight Enterprises
NSIT
$3.96B
| $83.7M | 0.03% |
558,356
+181,104
| +48% | +$27.2M |
|