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 | $567M | |
| 2 | $383M | |
| 3 | $351M | |
| 4 | $345M | |
| 5 | $306M |
Top Sells
| 1 | $1.38B | |
| 2 | $891M | |
| 3 | $795M | |
| 4 | $790M | |
| 5 | $712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.5% |
| 3 | Industrials | 12.37% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.89% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $83.1M | 0.03% | 2,054,414 -796,941 | -28% | -$32.2M | |||
| $83M | 0.03% | 493,605 | New | +$83M | |||
| $82.3M | 0.03% | 2,790,749 -84,741 | -3% | -$2.5M | |||
| $81.6M | 0.03% | 892,018 +38,767 | +5% | +$3.54M | |||
| $81.4M | 0.03% | 589,200 -1,329 | -0.2% | -$184K | |||
| $81.3M | 0.03% | 1,998,069 -4,618 | -0.2% | -$188K | |||
| $79.8M | 0.03% | 461,791 +5,046 | +1% | +$872K | |||
| $79.7M | 0.03% | 320,514 +59,730 | +23% | +$14.9M | |||
| $79.7M | 0.03% | 344,111 -19,455 | -5% | -$4.5M | |||
| $79.5M | 0.03% | 508,827 -312,536 | -38% | -$48.8M | |||
| $78.8M | 0.03% | 4,925,176 -3,018,635 | -38% | -$48.3M | |||
| $77.8M | 0.03% | 3,066,002 -23,398 | -0.8% | -$594K | |||
| $77M | 0.03% | 2,270,264 +6,708 | +0.3% | +$228K | |||
| $74.3M | 0.02% | 807,322 +615,061 | +320% | +$56.6M | |||
| $73.1M | 0.02% | 910,638 -47,575 | -5% | -$3.82M | |||
| $71.9M | 0.02% | 2,443,717 -109,100 | -4% | -$3.21M | |||
| $71.1M | 0.02% | 1,334,783 -2,980 | -0.2% | -$159K | |||
| $71.1M | 0.02% | 1,392,301 -277,656 | -17% | -$14.2M | |||
| $70.4M | 0.02% | 4,490,590 +135,592 | +3% | +$2.13M | |||
| $70.2M | 0.02% | 793,306 +91,312 | +13% | +$8.08M | |||
| $69.2M | 0.02% | 1,533,589 -50,778 | -3% | -$2.29M | |||
| $69.1M | 0.02% | 628,265 -116,321 | -16% | -$12.8M | |||
| $68.1M | 0.02% | 1,298,794 -300,148 | -19% | -$15.7M | |||
| $67M | 0.02% | 1,037,309 -2,338 | -0.2% | -$151K | |||
| $66.9M | 0.02% | 48,367 -27,209 | -36% | -$37.6M |
