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 |
Microsoft
MSFT
|
+$511M |
| 2 |
Lowe's Companies
LOW
|
+$397M |
| 3 |
Amazon
AMZN
|
+$329M |
| 4 |
Match Group
MTCH
|
+$276M |
| 5 |
Goldman Sachs
GS
|
+$276M |
Top Sells
| 1 |
FirstEnergy
FE
|
+$742M |
| 2 |
Fiserv
FI
|
+$467M |
| 3 |
Qiagen
QGEN
|
+$391M |
| 4 |
Fidelity National Information Services
FIS
|
+$378M |
| 5 |
Accenture
ACN
|
+$370M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 16.55% |
| 3 | Healthcare | 16.09% |
| 4 | Industrials | 13.18% |
| 5 | Communication Services | 8.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Magna International
MGA
$12.9B
| $66.1M | 0.02% |
1,445,366
-104,555
| -7% | -$4.78M |
|
402
Grocery Outlet
GO
$1.7B
| $65.5M | 0.02% |
1,666,079
+51,406
| +3% | +$2.02M |
|
403
S&P Global
SPGI
$165B
| $65.3M | 0.02% |
181,003
+45,114
| +33% | +$16.3M |
|
404
Cable One
CABO
$898M
| $65M | 0.02% |
34,493
+19,695
| +133% | +$37.1M |
|
405
Enbridge
ENB
$106B
| $63.7M | 0.02% |
2,182,567
-646,042
| -23% | -$18.9M |
|
406
Thomson Reuters
TRI
$77.1B
| $63M | 0.02% |
760,999
-599,232
| -44% | -$49.6M |
|
407
DraftKings
DKNG
$22.7B
| $61.8M | 0.02% |
1,050,584
-38,831
| -4% | -$2.28M |
|
408
Air Products & Chemicals
APD
$63.6B
| $61.6M | 0.02% |
206,840
+77,656
| +60% | +$23.1M |
|
409
Wendy's
WEN
$1.86B
| $61.5M | 0.02% |
2,760,554
+38,775
| +1% | +$864K |
|
410
Constellation Brands
STZ
$25.2B
| $61.5M | 0.02% |
324,660
-27,836
| -8% | -$5.28M |
|
|
CHNG
411
DELISTED
Change Healthcare Inc. Common Stock
CHNG
| $61.5M | 0.02% |
4,235,178
+59,372
| +1% | +$861K |
|
412
Coterra Energy
CTRA
$18.5B
| $60.9M | 0.02% |
3,508,624
+43,239
| +1% | +$751K |
|
|
DNB
413
DELISTED
Dun & Bradstreet
DNB
| $60.6M | 0.02% |
+2,359,684
| New | +$60.6M |
|
|
PING
414
DELISTED
Ping Identity Holding Corp.
PING
| $59.7M | 0.02% |
1,911,739
+236,337
| +14% | +$7.38M |
|
415
PagerDuty
PD
$1.5B
| $59.5M | 0.02% |
2,193,106
+363,442
| +20% | +$9.85M |
|
|
WPX
416
DELISTED
WPX Energy, Inc.
WPX
| $59M | 0.02% |
12,039,377
-343,230
| -3% | -$1.68M |
|
417
Aramark
ARMK
$9.98B
| $57.6M | 0.02% |
+3,017,274
| New | +$57.6M |
|
418
GFL Environmental
GFL
$17.1B
| $57.6M | 0.02% |
2,709,147
+2,689,667
| +13,807% | +$57.2M |
|
419
LXP Industrial Trust
LXP
$2.68B
| $56.8M | 0.02% |
5,433,547
+445,944
| +9% | +$4.66M |
|
420
PENN Entertainment
PENN
$2.94B
| $56.6M | 0.02% |
+778,160
| New | +$56.6M |
|
421
Comerica
CMA
$8.87B
| $56.2M | 0.02% |
1,470,113
+43,022
| +3% | +$1.65M |
|
422
Portland General Electric
POR
$4.64B
| $55.3M | 0.02% |
1,558,175
+375,845
| +32% | +$13.3M |
|
423
Empire State Realty Trust
ESRT
$1.3B
| $52.5M | 0.02% |
8,571,176
+2,297,962
| +37% | +$14.1M |
|
424
M&T Bank
MTB
$31.1B
| $52M | 0.02% |
564,598
+7,957
| +1% | +$733K |
|
425
Box
BOX
$4.75B
| $51.5M | 0.02% |
2,967,366
+361,227
| +14% | +$6.27M |
|