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 | 19.5% |
| 3 | Industrials | 12.37% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.89% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $52.8M | 0.02% | 456,679 +31,295 | +7% | +$3.62M | |||
| $52.2M | 0.02% | 1,857,060 -15,258 | -0.8% | -$429K | |||
| $52M | 0.02% | 1,076,681 -26,064 | -2% | -$1.26M | |||
| $51.8M | 0.02% | 895,798 -21,699 | -2% | -$1.26M | |||
| $51.8M | 0.02% | 516,327 +90,069 | +21% | +$9.03M | |||
| $50.7M | 0.02% | 533,409 +53,235 | +11% | +$5.06M | |||
| $49.9M | 0.02% | 591,970 +134,828 | +29% | +$11.4M | |||
| $49.6M | 0.02% | 263,807 -220,579 | -46% | -$41.5M | |||
| $48.8M | 0.02% | 82,714 +58,043 | +235% | +$34.2M | |||
| $48.5M | 0.02% | 4,846,683 -1,384,370 | -22% | -$13.9M | |||
| $48.1M | 0.02% | 590,762 +353,320 | +149% | +$28.8M | |||
| $48.1M | 0.02% | 1,967,095 -47,674 | -2% | -$1.17M | |||
| $47.9M | 0.02% | 595,836 +107,574 | +22% | +$8.66M | |||
| $47.7M | 0.02% | 1,308,019 +220,603 | +20% | +$8.04M | |||
| $46.9M | 0.02% | 1,090,239 -26,180 | -2% | -$1.13M | |||
| $46.1M | 0.02% | 151,154 -13,652 | -8% | -$4.16M | |||
| $45.8M | 0.02% | 189,220 -3,312 | -2% | -$802K | |||
| $44.9M | 0.01% | 1,209,305 +204,554 | +20% | +$7.6M | |||
| $44.9M | 0.01% | 1,221,363 -28,449 | -2% | -$1.04M | |||
| $44.4M | 0.01% | 1,271,662 -1,146,436 | -47% | -$40.1M | |||
| $44.3M | 0.01% | 605,770 +122,417 | +25% | +$8.96M | |||
| $44M | 0.01% | 803,965 -138,815 | -15% | -$7.59M | |||
| $43.9M | 0.01% | 2,406,520 +681,102 | +39% | +$12.4M | |||
| $43M | 0.01% | 820,192 | New | +$43M | |||
| $43M | 0.01% | 1,299,210 -158,492 | -11% | -$5.24M |
