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 |
Broadcom
AVGO
|
+$889M |
| 2 |
Mastercard
MA
|
+$731M |
| 3 |
Nasdaq
NDAQ
|
+$612M |
| 4 |
Wells Fargo
WFC
|
+$472M |
| 5 |
LPL Financial
LPLA
|
+$347M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$1.05B |
| 2 |
Visa
V
|
+$948M |
| 3 |
Salesforce
CRM
|
+$578M |
| 4 |
Canadian Pacific Kansas City
CP
|
+$515M |
| 5 |
Eli Lilly
LLY
|
+$482M |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Financials | 20.58% |
| 3 | Industrials | 13.15% |
| 4 | Healthcare | 11.03% |
| 5 | Consumer Discretionary | 7.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Baidu
BIDU
$37.3B
| $72.4M | 0.02% |
844,300
+36,978
| +5% | +$3.17M |
|
|
427
Alphabet (Google) Class C
GOOG
$2.9T
| $72.3M | 0.02% |
407,611
-101,216
| -20% | -$18M |
|
428
Essential Properties Realty Trust
EPRT
$6.04B
| $72.2M | 0.02% |
2,262,847
+223,918
| +11% | +$7.15M |
|
429
Douglas Emmett
DEI
$2.77B
| $72M | 0.02% |
4,785,217
-139,959
| -3% | -$2.1M |
|
430
Manhattan Associates
MANH
$13.3B
| $71.7M | 0.02% |
363,176
+6,968
| +2% | +$1.38M |
|
431
Intuit
INTU
$187B
| $70.8M | 0.02% |
89,952
-2,639
| -3% | -$2.08M |
|
432
Independence Realty Trust
IRT
$4.18B
| $69.8M | 0.02% |
3,943,698
-165,646
| -4% | -$2.93M |
|
433
Cisco
CSCO
$264B
| $68.7M | 0.02% |
990,224
+489,071
| +98% | +$33.9M |
|
434
Americold
COLD
$3.85B
| $68.3M | 0.02% |
4,108,638
-50,141
| -1% | -$834K |
|
435
Chewy
CHWY
$17.4B
| $66.9M | 0.02% |
+1,570,304
| New | +$66.9M |
|
436
Halliburton
HAL
$18.5B
| $65.6M | 0.02% |
3,219,133
+153,131
| +5% | +$3.12M |
|
437
Texas Capital Bancshares
TCBI
$3.99B
| $65.6M | 0.02% |
825,803
+12,775
| +2% | +$1.01M |
|
438
Infosys
INFY
$70.5B
| $64.3M | 0.02% |
3,472,510
+1,065,990
| +44% | +$19.8M |
|
439
Palantir
PLTR
$385B
| $63.3M | 0.02% |
+464,193
| New | +$63.3M |
|
440
Descartes Systems
DSGX
$9.23B
| $63M | 0.02% |
619,356
-7,276
| -1% | -$740K |
|
|
PPBI
441
DELISTED
Pacific Premier Bancorp
PPBI
| $62.5M | 0.02% |
2,964,315
+181,436
| +7% | +$3.83M |
|
442
Tapestry
TPR
$21.8B
| $61.3M | 0.02% |
+698,604
| New | +$61.3M |
|
443
Snowflake
SNOW
$76.4B
| $61.2M | 0.02% |
273,288
+155,927
| +133% | +$34.9M |
|
444
Albany International
AIN
$1.82B
| $60.5M | 0.02% |
862,919
+31,971
| +4% | +$2.24M |
|
445
DocuSign
DOCU
$16B
| $60.2M | 0.02% |
772,289
+181,527
| +31% | +$14.1M |
|
446
Veralto
VLTO
$26.5B
| $59.1M | 0.02% |
585,078
+526,316
| +896% | +$53.1M |
|
447
Hancock Whitney
HWC
$5.33B
| $58.6M | 0.02% |
1,021,022
+200,830
| +24% | +$11.5M |
|
448
Matador Resources
MTDR
$5.89B
| $58.6M | 0.02% |
1,227,127
-165,174
| -12% | -$7.88M |
|
449
CCC Intelligent Solutions
CCCS
$6.42B
| $56.6M | 0.02% |
6,014,414
-107,088
| -2% | -$1.01M |
|
450
Genius Sports
GENI
$3.04B
| $56.2M | 0.02% |
5,402,346
+555,663
| +11% | +$5.78M |
|