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 | |
|---|---|---|---|---|---|---|
451
Nomad Foods
NOMD
$2.1B
| $54.7M | 0.02% |
3,257,429
+2,852
| +0.1% | +$47.9K |
|
452
Carrier Global
CARR
$55B
| $54.7M | 0.02% |
800,685
-146,189
| -15% | -$9.98M |
|
453
Viking Therapeutics
VKTX
$2.81B
| $54.6M | 0.02% |
1,357,241
+1,108,972
| +447% | +$44.6M |
|
454
ODDITY Tech
ODD
$3.49B
| $53.9M | 0.02% |
1,283,074
+11,716
| +0.9% | +$492K |
|
455
Genius Sports
GENI
$3.02B
| $53.9M | 0.02% |
6,231,053
-1,289,289
| -17% | -$11.2M |
|
456
Element Solutions
ESI
$6.23B
| $53.5M | 0.02% |
2,102,355
+124,226
| +6% | +$3.16M |
|
457
Air Lease Corp
AL
$7.11B
| $53.2M | 0.02% |
1,102,745
-56,429
| -5% | -$2.72M |
|
458
Cathay General Bancorp
CATY
$3.41B
| $53.2M | 0.02% |
1,116,419
+31,472
| +3% | +$1.5M |
|
459
Sweetgreen
SG
$1.04B
| $52.6M | 0.02% |
+1,639,374
| New | +$52.6M |
|
460
P10
PX
$1.33B
| $52.4M | 0.02% |
+4,159,263
| New | +$52.4M |
|
461
RPM International
RPM
$16.1B
| $52.3M | 0.02% |
425,384
+14,872
| +4% | +$1.83M |
|
462
UMB Financial
UMBF
$9.31B
| $52.3M | 0.02% |
463,546
-39,840
| -8% | -$4.5M |
|
463
First Hawaiian
FHB
$3.21B
| $52.3M | 0.02% |
2,014,769
-9,529
| -0.5% | -$247K |
|
464
TopBuild
BLD
$11.8B
| $51.3M | 0.02% |
164,806
-14,018
| -8% | -$4.36M |
|
465
CACI
CACI
$10.5B
| $50.8M | 0.02% |
125,746
-133,053
| -51% | -$53.8M |
|
466
Advanced Energy
AEIS
$5.96B
| $50.2M | 0.02% |
434,335
-33,567
| -7% | -$3.88M |
|
|
TTAN
467
ServiceTitan, Inc. Class A Common Stock
TTAN
$10.7B
| $49.4M | 0.02% |
+480,174
| New | +$49.4M |
|
468
NorthWestern Energy
NWE
$3.46B
| $49M | 0.02% |
917,497
-177,217
| -16% | -$9.47M |
|
469
Atmus Filtration Technologies
ATMU
$3.77B
| $49M | 0.02% |
1,249,812
+81,502
| +7% | +$3.19M |
|
470
ACI Worldwide
ACIW
$5.24B
| $48.9M | 0.02% |
942,780
-568,104
| -38% | -$29.5M |
|
471
Floor & Decor
FND
$9.26B
| $48.7M | 0.02% |
488,262
+4,510
| +0.9% | +$450K |
|
472
Glacier Bancorp
GBCI
$5.79B
| $48.4M | 0.02% |
964,707
-130,422
| -12% | -$6.55M |
|
473
Wintrust Financial
WTFC
$9.29B
| $47.7M | 0.02% |
382,610
-48,537
| -11% | -$6.05M |
|
474
Avis
CAR
$5.6B
| $47.6M | 0.02% |
590,563
-1,778
| -0.3% | -$143K |
|
475
FormFactor
FORM
$2.28B
| $47.4M | 0.02% |
1,078,110
+14,459
| +1% | +$636K |
|