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 | 19.43% |
| 3 | Industrials | 12.35% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.91% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $66.6M | 0.02% | 2,038,929 -511,170 | -20% | -$16.7M | |||
| $66.1M | 0.02% | 2,486,897 -427,258 | -15% | -$11.4M | |||
| $64.2M | 0.02% | 2,336,681 -83,046 | -3% | -$2.28M | |||
| $64M | 0.02% | 1,831,444 -4,331 | -0.2% | -$151K | |||
| $63.2M | 0.02% | 626,632 +125,146 | +25% | +$12.6M | |||
| $62.9M | 0.02% | 2,514,316 +874,942 | +53% | +$21.9M | |||
| $62.8M | 0.02% | 3,194,418 -63,011 | -2% | -$1.24M | |||
| $62.3M | 0.02% | 360,213 -8,707 | -2% | -$1.51M | |||
| $62.3M | 0.02% | 2,753,606 +651,251 | +31% | +$14.7M | |||
| $61.7M | 0.02% | 795,014 -113,701 | -13% | -$8.83M | |||
| $61.7M | 0.02% | 336,225 -150,468 | -31% | -$27.6M | |||
| $61.6M | 0.02% | 356,208 -1,317,568 | -79% | -$228M | |||
| $60.7M | 0.02% | 813,028 +68,195 | +9% | +$5.09M | |||
| $60.4M | 0.02% | 164,746 +39,000 | +31% | +$14.3M | |||
| $59.6M | 0.02% | 170,424 -60,480 | -26% | -$21.1M | |||
| $59.3M | 0.02% | 2,782,879 -60,106 | -2% | -$1.28M | |||
| $57.4M | 0.02% | 830,948 +53,400 | +7% | +$3.69M | |||
| $57.3M | 0.02% | 666,201 -57,986 | -8% | -$4.99M | |||
| $56.8M | 0.02% | 92,591 -857,285 | -90% | -$526M | |||
| $55.8M | 0.02% | 1,289,493 +6,419 | +0.5% | +$278K | |||
| $55.6M | 0.02% | 1,963,727 +885,617 | +82% | +$25.1M | |||
| $55.3M | 0.02% | 6,121,502 -408,435 | -6% | -$3.69M | |||
| $54.9M | 0.02% | 1,917,442 -54,559 | -3% | -$1.56M | |||
| $53.8M | 0.02% | 2,597,850 +1,103,750 | +74% | +$22.8M | |||
| $53M | 0.02% | 4,511,610 +352,347 | +8% | +$4.14M |
