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 | |
|---|---|---|---|---|---|---|
426
Nordson
NDSN
$12.7B
| $23.3M | 0.02% |
+335,780
| New | +$23.3M |
|
|
CNQR
427
DELISTED
CONCUR TECHNOLOGIES INC
CNQR
| $23.1M | 0.02% |
+283,240
| New | +$23.1M |
|
428
Cheniere Energy
LNG
$51.3B
| $22.9M | 0.02% |
+823,490
| New | +$22.9M |
|
429
TransDigm Group
TDG
$72.9B
| $22.8M | 0.02% |
+145,454
| New | +$22.8M |
|
430
Mativ Holdings
MATV
$680M
| $22.8M | 0.02% |
+457,111
| New | +$22.8M |
|
431
Community Health Systems
CYH
$415M
| $22.8M | 0.02% |
+588,485
| New | +$22.8M |
|
|
ANSS
432
DELISTED
Ansys
ANSS
| $22.7M | 0.02% |
+310,690
| New | +$22.7M |
|
433
SITE Centers
SITC
$495M
| $22.5M | 0.02% |
+1,049,738
| New | +$22.5M |
|
434
Monolithic Power Systems
MPWR
$41.4B
| $22.3M | 0.02% |
+925,522
| New | +$22.3M |
|
435
KeyCorp
KEY
$21B
| $22.2M | 0.02% |
+2,015,025
| New | +$22.2M |
|
436
Netflix
NFLX
$529B
| $22.1M | 0.01% |
+731,332
| New | +$22.1M |
|
437
Copel
ELP
$6.69B
| $21.9M | 0.01% |
+4,410,860
| New | +$21.9M |
|
438
Charter Communications
CHTR
$36B
| $21.5M | 0.01% |
+173,427
| New | +$21.5M |
|
|
AUY
439
DELISTED
Yamana Gold, Inc.
AUY
| $21.5M | 0.01% |
+2,256,388
| New | +$21.5M |
|
440
WESCO International
WCC
$10.6B
| $21.4M | 0.01% |
+315,300
| New | +$21.4M |
|
441
Zions Bancorporation
ZION
$8.42B
| $21.3M | 0.01% |
+736,640
| New | +$21.3M |
|
442
Federal Realty Investment Trust
FRT
$8.78B
| $21.2M | 0.01% |
+204,165
| New | +$21.2M |
|
443
Jones Lang LaSalle
JLL
$14.8B
| $20.9M | 0.01% |
+229,802
| New | +$20.9M |
|
444
Annaly Capital Management
NLY
$14.2B
| $20.6M | 0.01% |
+409,003
| New | +$20.6M |
|
445
Essential Utilities
WTRG
$10.8B
| $20.3M | 0.01% |
+809,168
| New | +$20.3M |
|
446
Ovintiv
OVV
$10.6B
| $20M | 0.01% |
+236,374
| New | +$20M |
|
447
Xcel Energy
XEL
$42.4B
| $19.9M | 0.01% |
+701,282
| New | +$19.9M |
|
448
Shutterstock
SSTK
$724M
| $19.7M | 0.01% |
+354,020
| New | +$19.7M |
|
|
ZINC
449
DELISTED
HORSEHEAD HLDG CORP COM STK (DE)
ZINC
| $19.7M | 0.01% |
+1,536,360
| New | +$19.7M |
|
450
Lincoln National
LNC
$7.9B
| $19.6M | 0.01% |
+537,680
| New | +$19.6M |
|