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 | +$2.68B | |
| 2 | +$830M | |
| 3 | +$829M | |
| 4 |
Broadcom
AVGO
|
+$826M |
| 5 |
Arista Networks
ANET
|
+$805M |
Top Sells
| 1 | +$1.03B | |
| 2 | +$966M | |
| 3 | +$656M | |
| 4 |
Intuitive Surgical
ISRG
|
+$623M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$619M |
Sector Composition
| 1 | Technology | 23.93% |
| 2 | Financials | 19.63% |
| 3 | Industrials | 12.8% |
| 4 | Healthcare | 10.81% |
| 5 | Consumer Discretionary | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Exxon Mobil
XOM
$534B
| $2.2B | 0.68% |
19,541,574
-206,039
|
|
||
27
ConocoPhillips
COP
$119B
| $2.2B | 0.68% |
23,224,586
-250,115
|
|
||
28
General Dynamics
GD
$98.1B
| $2.16B | 0.67% |
6,334,965
-117,111
|
|
||
29
American Express
AXP
$247B
| $2.16B | 0.67% |
6,494,312
-866,177
|
|
||
30
Morgan Stanley
MS
$290B
| $2.14B | 0.66% |
13,457,214
-256,896
|
|
||
31
Willis Towers Watson
WTW
$31.4B
| $2.14B | 0.66% |
6,183,708
-54,600
|
|
||
32
Duke Energy
DUK
$91.3B
| $2.09B | 0.65% |
16,869,572
-305,238
|
|
||
33
Analog Devices
ADI
$145B
| $2.07B | 0.64% |
8,433,070
-268,831
|
|
||
34
Boeing
BA
$192B
| $2.07B | 0.64% |
9,596,278
-208,487
|
|
||
35
Spotify
SPOT
$110B
| $2.04B | 0.63% |
2,923,813
-397,534
|
|
||
36
Chubb
CB
$118B
| $2.03B | 0.63% |
7,193,680
-94,553
|
|
||
37
KLA
KLAC
$189B
| $2.03B | 0.63% |
1,879,717
-10,152
|
|
||
38
Abbott
ABT
$216B
| $2.02B | 0.63% |
15,096,907
+821,325
|
|
||
39
Medtronic
MDT
$124B
| $2.01B | 0.62% |
21,086,499
+98,220
|
|
||
40
Agnico Eagle Mines
AEM
$99.9B
| $1.97B | 0.61% |
11,712,397
+602,489
|
|
||
41
AbbVie
ABBV
$390B
| $1.94B | 0.6% |
8,361,387
-258,984
|
|
||
42
Marsh & McLennan
MMC
$89.5B
| $1.91B | 0.59% |
9,474,359
-201,804
|
|
||
43
Union Pacific
UNP
$136B
| $1.89B | 0.59% |
8,006,454
-113,070
|
|
||
44
Southern Company
SO
$96.4B
| $1.88B | 0.58% |
19,810,199
-521,648
|
|
||
45
Cadence Design Systems
CDNS
$87.9B
| $1.87B | 0.58% |
5,314,407
+731,788
|
|
||
46
Prologis
PLD
$121B
| $1.86B | 0.58% |
16,268,008
-238,891
|
|
||
47
PG&E
PCG
$34.6B
| $1.86B | 0.58% |
123,420,731
+869,980
|
|
||
48
Visa
V
$632B
| $1.86B | 0.58% |
5,446,356
-3,006,717
|
|
||
49
Dominion Energy
D
$50.4B
| $1.76B | 0.55% |
28,820,116
-418,551
|
|
||
50
NXP Semiconductors
NXPI
$60.2B
| $1.76B | 0.55% |
7,728,322
-509,047
|
|