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 | +$2.54B | |
| 2 | +$500M | |
| 3 | +$489M | |
| 4 |
Danaher
DHR
|
+$487M |
| 5 |
Monster Beverage
MNST
|
+$438M |
Top Sells
| 1 | +$1.9B | |
| 2 | +$1.65B | |
| 3 | +$1.63B | |
| 4 |
NVIDIA
NVDA
|
+$850M |
| 5 |
Mondelez International
MDLZ
|
+$738M |
Sector Composition
| 1 | Technology | 23.02% |
| 2 | Financials | 19.96% |
| 3 | Industrials | 12.58% |
| 4 | Healthcare | 11.72% |
| 5 | Consumer Discretionary | 7.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Amphenol
APH
$159B
| $2.15B | 0.69% |
15,913,076
-2,623,367
|
|
||
27
Chubb
CB
$132B
| $2.15B | 0.69% |
6,886,593
-307,087
|
|
||
28
American Express
AXP
$211B
| $2.15B | 0.69% |
5,807,459
-686,853
|
|
||
29
Analog Devices
ADI
$166B
| $2.14B | 0.69% |
7,894,320
-538,750
|
|
||
30
KLA
KLAC
$189B
| $2.11B | 0.68% |
1,740,082
-139,635
|
|
||
31
General Dynamics
GD
$98.6B
| $2.11B | 0.68% |
6,265,295
-69,670
|
|
||
32
Boeing
BA
$176B
| $2.1B | 0.68% |
9,669,304
+73,026
|
|
||
33
ConocoPhillips
COP
$145B
| $2.09B | 0.67% |
22,336,728
-887,858
|
|
||
34
Medtronic
MDT
$124B
| $2.01B | 0.65% |
20,947,960
-138,539
|
|
||
35
Howmet Aerospace
HWM
$104B
| $2.01B | 0.65% |
9,810,474
-1,806,287
|
|
||
36
Agnico Eagle Mines
AEM
$117B
| $1.98B | 0.64% |
11,672,706
-39,691
|
|
||
37
Willis Towers Watson
WTW
$28.8B
| $1.96B | 0.63% |
5,977,816
-205,892
|
|
||
38
Ryanair
RYAAY
$33.5B
| $1.94B | 0.63% |
26,929,829
-1,717,098
|
|
||
39
Agilent Technologies
A
$33.7B
| $1.93B | 0.62% |
14,147,601
+1,713,216
|
|
||
40
Prologis
PLD
$131B
| $1.91B | 0.62% |
14,992,070
-1,275,938
|
|
||
41
Duke Energy
DUK
$102B
| $1.88B | 0.61% |
16,044,472
-825,100
|
|
||
42
PG&E
PCG
$41.6B
| $1.86B | 0.6% |
115,610,105
-7,810,626
|
|
||
43
Becton Dickinson
BDX
$49.6B
| $1.84B | 0.59% |
9,486,694
+336,110
|
|
||
44
Abbott
ABT
$198B
| $1.82B | 0.59% |
14,519,346
-577,561
|
|
||
45
Thermo Fisher Scientific
TMO
$191B
| $1.79B | 0.58% |
3,087,666
+150,668
|
|
||
46
PNC Financial Services
PNC
$86.1B
| $1.78B | 0.57% |
8,535,855
-73,129
|
|
||
47
Citigroup
C
$194B
| $1.77B | 0.57% |
15,204,930
-1,229,703
|
|
||
48
Union Pacific
UNP
$158B
| $1.76B | 0.57% |
7,605,933
-400,521
|
|
||
49
Eaton
ETN
$138B
| $1.75B | 0.57% |
5,503,013
-1,786,415
|
|
||
50
NXP Semiconductors
NXPI
$54.4B
| $1.7B | 0.55% |
7,849,741
+121,419
|
|