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
$567M | |
$383M | |
$351M | |
$345M | |
$306M |
Top Sells
$1.38B | |
$891M | |
$795M | |
$790M | |
$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 | Shares or Principal | Shares Change % | Capital Flow | Portfolio Weight | |
|---|---|---|---|---|---|---|---|
| $2.21B | 19,081,760 +2,391,434 | +14% | +$276M | 0.73% | |||
| $2.12B | 7,869,281 -676,805 | -8% | -$182M | 0.7% | |||
| $2.06B | 10,233,477 -1,290,779 | -11% | -$260M | 0.69% | |||
| $2.06B | 6,092,204 -391,618 | -6% | -$132M | 0.68% | |||
| $2.04B | 118,548,531 +4,507,102 | +4% | +$77.4M | 0.68% | |||
| $2B | 22,278,023 +1,461,841 | +7% | +$131M | 0.67% | |||
| $1.97B | 8,359,614 -289,415 | -3% | -$68.4M | 0.66% | |||
| $1.97B | 15,161,551 -1,595,525 | -10% | -$207M | 0.65% | |||
| $1.95B | 21,178,566 -741,841 | -3% | -$68.2M | 0.65% | |||
| $1.94B | 3,526,988 +112,553 | +3% | +$61.9M | 0.64% | |||
| $1.93B | 14,597,120 -397,021 | -3% | -$52.6M | 0.64% | |||
| $1.92B | 12,207,413 +207,232 | +2% | +$32.7M | 0.64% | |||
| $1.92B | 14,451,305 +1,639,954 | +13% | +$218M | 0.64% | |||
| $1.91B | 75,446,358 -1,055,880 | -1% | -$26.8M | 0.64% | |||
| $1.9B | 16,306,104 -573,402 | -3% | -$66.9M | 0.63% | |||
| $1.85B | 8,850,246 -197,962 | -2% | -$41.5M | 0.62% | |||
| $1.84B | 8,689,615 -1,256,253 | -13% | -$266M | 0.61% | |||
| $1.83B | 8,284,433 +253,544 | +3% | +$56M | 0.61% | |||
| $1.83B | 6,704,993 -661,936 | -9% | -$180M | 0.61% | |||
| $1.82B | 10,689,746 -337,691 | -3% | -$57.6M | 0.61% | |||
| $1.82B | 16,253,561 -343,238 | -2% | -$38.4M | 0.6% | |||
| $1.8B | 21,674,473 +2,134,342 | +11% | +$177M | 0.6% | |||
| $1.73B | 6,437,841 -155,454 | -2% | -$41.7M | 0.57% | |||
| $1.67B | 9,502,467 +1,964,157 | +26% | +$345M | 0.56% | |||
| $1.67B | 16,521,619 -3,138,336 | -16% | -$317M | 0.55% |
