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 |
Meta Platforms (Facebook)
META
|
+$1.49B |
| 2 |
Eli Lilly
LLY
|
+$784M |
| 3 |
NVIDIA
NVDA
|
+$544M |
| 4 |
Spotify
SPOT
|
+$510M |
| 5 |
Kenvue
KVUE
|
+$493M |
Top Sells
| 1 |
Adobe
ADBE
|
+$1.02B |
| 2 |
Thermo Fisher Scientific
TMO
|
+$698M |
| 3 |
Danaher
DHR
|
+$657M |
| 4 |
Intuit
INTU
|
+$622M |
| 5 |
Boston Scientific
BSX
|
+$562M |
Sector Composition
| 1 | Technology | 21.36% |
| 2 | Financials | 17.98% |
| 3 | Healthcare | 14.07% |
| 4 | Industrials | 13.34% |
| 5 | Consumer Discretionary | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Banco Bradesco
BBD
$33B
| $54.3M | 0.02% |
15,694,813
+2,309,355
| +17% | +$7.99M |
|
427
Crane Co
CR
$10.5B
| $54M | 0.02% |
606,069
+531,069
| +708% | +$47.3M |
|
428
Methode Electronics
MEI
$285M
| $53.6M | 0.02% |
1,598,769
-440,213
| -22% | -$14.8M |
|
429
Vale
VALE
$44.6B
| $53.4M | 0.02% |
3,975,478
+1,826,100
| +85% | +$24.5M |
|
430
ONE Gas
OGS
$4.48B
| $51.8M | 0.02% |
674,707
+28,585
| +4% | +$2.2M |
|
431
Cenovus Energy
CVE
$30.5B
| $51.7M | 0.02% |
3,046,507
+168,252
| +6% | +$2.86M |
|
432
argenx
ARGX
$46.9B
| $51.6M | 0.02% |
+132,435
| New | +$51.6M |
|
433
ESAB
ESAB
$6.92B
| $50.9M | 0.02% |
765,213
+32,414
| +4% | +$2.16M |
|
434
Cathay General Bancorp
CATY
$3.41B
| $50.8M | 0.02% |
1,578,601
+82,058
| +5% | +$2.64M |
|
435
Avis
CAR
$5.5B
| $50.6M | 0.02% |
+221,122
| New | +$50.6M |
|
436
Vistra
VST
$71.2B
| $50.1M | 0.02% |
1,906,803
-18,709
| -1% | -$491K |
|
437
Procter & Gamble
PG
$367B
| $48.9M | 0.02% |
321,967
-814
| -0.3% | -$124K |
|
|
NVEI
438
DELISTED
Nuvei Corporation Subordinate Voting Shares
NVEI
| $48.8M | 0.02% |
1,651,562
+137,485
| +9% | +$4.06M |
|
|
X
439
DELISTED
US Steel
X
| $48.7M | 0.02% |
1,946,598
+354,818
| +22% | +$8.87M |
|
440
Viper Energy
VNOM
$6.57B
| $48.4M | 0.02% |
1,805,537
+76,481
| +4% | +$2.05M |
|
441
Allegro MicroSystems
ALGM
$5.57B
| $48.3M | 0.02% |
1,069,084
+678,544
| +174% | +$30.6M |
|
442
Grand Canyon Education
LOPE
$5.72B
| $48.2M | 0.02% |
467,237
-28,805
| -6% | -$2.97M |
|
443
Gildan
GIL
$8.04B
| $48M | 0.02% |
1,489,872
+212,904
| +17% | +$6.86M |
|
444
Plexus
PLXS
$3.7B
| $47.2M | 0.02% |
480,636
+17,151
| +4% | +$1.68M |
|
445
Schneider National
SNDR
$4.17B
| $46.6M | 0.02% |
1,621,902
+68,715
| +4% | +$1.97M |
|
446
New Jersey Resources
NJR
$4.69B
| $46.6M | 0.02% |
986,368
+41,790
| +4% | +$1.97M |
|
|
SWAV
447
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $45.7M | 0.02% |
160,005
+10,951
| +7% | +$3.13M |
|
448
TriMas Corp
TRS
$1.55B
| $45.6M | 0.02% |
1,657,040
-33
| -0% | -$907 |
|
449
Gold Fields
GFI
$33.1B
| $45.3M | 0.01% |
3,275,997
-2,679,939
| -45% | -$37.1M |
|
450
First Interstate BancSystem
FIBK
$3.39B
| $45.2M | 0.01% |
1,894,464
+52,175
| +3% | +$1.24M |
|