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 |
Tesla
TSLA
|
$2.31B |
| 2 |
Atlassian
TEAM
|
$687M |
| 3 |
Autodesk
ADSK
|
$682M |
| 4 |
Netflix
NFLX
|
$663M |
| 5 |
Boeing
BA
|
$620M |
Top Sells
| 1 |
Microsoft
MSFT
|
$1.37B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.24B |
| 3 |
Visa
V
|
$898M |
| 4 |
Cadence Design Systems
CDNS
|
$791M |
| 5 |
JPMorgan Chase
JPM
|
$745M |
Sector Composition
| 1 | Technology | 22.04% |
| 2 | Financials | 20.25% |
| 3 | Industrials | 12.48% |
| 4 | Healthcare | 11.1% |
| 5 | Consumer Discretionary | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
UL Solutions
ULS
$12.8B
| $66.2M | 0.02% |
1,327,808
-546,643
| -29% | -$27.3M |
|
427
Autoliv
ALV
$9.58B
| $65.8M | 0.02% |
701,994
+284,002
| +68% | +$26.6M |
|
428
First Interstate BancSystem
FIBK
$3.41B
| $64M | 0.02% |
1,972,001
-19,376
| -1% | -$629K |
|
429
Envista
NVST
$3.54B
| $63.1M | 0.02% |
3,271,175
+283,415
| +9% | +$5.47M |
|
430
Albany International
AIN
$1.84B
| $62.2M | 0.02% |
+777,548
| New | +$62.2M |
|
431
Hasbro
HAS
$11.2B
| $62.1M | 0.02% |
1,111,234
+306,346
| +38% | +$17.1M |
|
432
SentinelOne
S
$6.25B
| $61.5M | 0.02% |
2,771,203
+412,138
| +17% | +$9.15M |
|
433
Las Vegas Sands
LVS
$36.9B
| $61.2M | 0.02% |
1,192,285
+10,544
| +0.9% | +$542K |
|
434
Roblox
RBLX
$88.5B
| $60.7M | 0.02% |
+1,048,918
| New | +$60.7M |
|
|
UCB
435
United Community Banks, Inc.
UCB
$4.04B
| $60.5M | 0.02% |
1,872,318
-47,750
| -2% | -$1.54M |
|
436
Grand Canyon Education
LOPE
$5.74B
| $60.4M | 0.02% |
368,920
-16,300
| -4% | -$2.67M |
|
|
CNH
437
CNH Industrial
CNH
$14.3B
| $60.3M | 0.02% |
5,323,300
-587,312
| -10% | -$6.65M |
|
438
Gold Fields
GFI
$30.8B
| $58.9M | 0.02% |
4,462,156
-1,693,679
| -28% | -$22.4M |
|
439
Vipshop
VIPS
$8.45B
| $58.7M | 0.02% |
4,354,998
-473,508
| -10% | -$6.38M |
|
440
Terreno Realty
TRNO
$6.1B
| $58.6M | 0.02% |
990,452
-64,064
| -6% | -$3.79M |
|
441
Texas Capital Bancshares
TCBI
$3.96B
| $58.2M | 0.02% |
744,833
+138,734
| +23% | +$10.8M |
|
442
Insight Enterprises
NSIT
$4.02B
| $57.4M | 0.02% |
+377,252
| New | +$57.4M |
|
443
IBM
IBM
$232B
| $57.3M | 0.02% |
260,784
+165,255
| +173% | +$36.3M |
|
444
Chemed
CHE
$6.79B
| $57.1M | 0.02% |
107,859
-92,827
| -46% | -$49.2M |
|
445
Descartes Systems
DSGX
$9.26B
| $57M | 0.02% |
501,486
+30,855
| +7% | +$3.51M |
|
446
Robinhood
HOOD
$90B
| $56.7M | 0.02% |
+1,520,645
| New | +$56.7M |
|
447
Prestige Consumer Healthcare
PBH
$3.2B
| $56.6M | 0.02% |
724,187
-5,643
| -0.8% | -$441K |
|
448
Option Care Health
OPCH
$4.72B
| $56.1M | 0.02% |
2,418,098
-100,825
| -4% | -$2.34M |
|
449
Pinduoduo
PDD
$177B
| $56.1M | 0.02% |
578,161
-91,444
| -14% | -$8.87M |
|
450
Microchip Technology
MCHP
$35.6B
| $55.6M | 0.02% |
970,145
-175,244
| -15% | -$10.1M |
|