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 |
Walt Disney
DIS
|
$3.51B |
| 2 |
Honeywell
HON
|
$3.1B |
| 3 |
Accenture
ACN
|
$3.09B |
| 4 |
Johnson & Johnson
JNJ
|
$3.05B |
| 5 |
RTX Corp
RTX
|
$3.01B |
Top Sells
Sector Composition
| 1 | Financials | 17.85% |
| 2 | Healthcare | 15.55% |
| 3 | Industrials | 14.53% |
| 4 | Technology | 11.46% |
| 5 | Communication Services | 8.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Weyerhaeuser
WY
$18.9B
| $28.8M | 0.02% |
+1,011,460
| New | +$28.8M |
|
402
Mattel
MAT
$6.06B
| $28.6M | 0.02% |
+630,270
| New | +$28.6M |
|
|
NVE
403
DELISTED
NV ENERGY, INC
NVE
| $28.2M | 0.02% |
+1,202,280
| New | +$28.2M |
|
404
Children's Place
PLCE
$121M
| $28.1M | 0.02% |
+512,101
| New | +$28.1M |
|
405
Thomson Reuters
TRI
$78.7B
| $28M | 0.02% |
+753,748
| New | +$28M |
|
|
PCL
406
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
| $28M | 0.02% |
+599,120
| New | +$28M |
|
407
EPR Properties
EPR
$4.05B
| $27.8M | 0.02% |
+553,058
| New | +$27.8M |
|
408
Ingredion
INGR
$8.24B
| $27.8M | 0.02% |
+423,004
| New | +$27.8M |
|
409
Henry Schein
HSIC
$8.42B
| $27.3M | 0.02% |
+726,648
| New | +$27.3M |
|
|
PDCO
410
DELISTED
Patterson Companies, Inc.
PDCO
| $26.8M | 0.02% |
+713,257
| New | +$26.8M |
|
|
THI
411
DELISTED
TIM HORTONS INC COM, CANADA
THI
| $26.5M | 0.02% |
+490,049
| New | +$26.5M |
|
412
HF Sinclair
DINO
$9.56B
| $26.5M | 0.02% |
+620,005
| New | +$26.5M |
|
|
PHLT
413
Performant Healthcare, Inc. Common Stock
PHLT
$603M
| $26.5M | 0.02% |
+2,282,759
| New | +$26.5M |
|
|
VMW
414
DELISTED
VMware, Inc
VMW
| $26.3M | 0.02% |
+392,010
| New | +$26.3M |
|
|
MCP
415
DELISTED
MOLYCORP INC COM STK
MCP
| $25.8M | 0.02% |
+4,162,630
| New | +$25.8M |
|
416
Rio Tinto
RIO
$104B
| $24.7M | 0.02% |
+601,615
| New | +$24.7M |
|
|
TLM
417
DELISTED
TALISMAN ENERGY INC
TLM
| $24.6M | 0.02% |
+2,151,859
| New | +$24.6M |
|
|
HME
418
DELISTED
HOME PROPERTIES, INC
HME
| $24.6M | 0.02% |
+376,001
| New | +$24.6M |
|
419
MakeMyTrip
MMYT
$9.56B
| $24.5M | 0.02% |
+1,716,678
| New | +$24.5M |
|
420
Century Aluminum
CENX
$2.06B
| $24.4M | 0.02% |
+2,630,340
| New | +$24.4M |
|
|
CLGX
421
DELISTED
Corelogic, Inc.
CLGX
| $24.3M | 0.02% |
+1,048,037
| New | +$24.3M |
|
422
Boston Properties
BXP
$12.2B
| $24M | 0.02% |
+227,122
| New | +$24M |
|
|
HMA
423
DELISTED
HEALTH MGMT ASSOC INC CL-A
HMA
| $23.5M | 0.02% |
+1,497,510
| New | +$23.5M |
|
424
EastGroup Properties
EGP
$8.97B
| $23.5M | 0.02% |
+416,998
| New | +$23.5M |
|
425
Telus
TU
$25.3B
| $23.4M | 0.02% |
+1,605,680
| New | +$23.4M |
|