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 |
Apple
AAPL
|
$2.44B |
| 2 |
Microsoft
MSFT
|
$511M |
| 3 |
Lowe's Companies
LOW
|
$397M |
| 4 |
Amazon
AMZN
|
$329M |
| 5 |
Match Group
MTCH
|
$276M |
Top Sells
| 1 |
FirstEnergy
FE
|
$742M |
| 2 |
Fiserv
FI
|
$467M |
| 3 |
Qiagen
QGEN
|
$391M |
| 4 |
Fidelity National Information Services
FIS
|
$378M |
| 5 |
Accenture
ACN
|
$370M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 16.55% |
| 3 | Healthcare | 16.09% |
| 4 | Industrials | 13.18% |
| 5 | Communication Services | 8.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Sherwin-Williams
SHW
$90B
| $2.3B | 0.83% |
3,299,610
+77,578
| +2% | +$54.1M |
|
27
Duke Energy
DUK
$94.8B
| $2.28B | 0.83% |
25,714,222
+355,234
| +1% | +$31.5M |
|
28
Mastercard
MA
$535B
| $2.28B | 0.82% |
6,729,122
+19,531
| +0.3% | +$6.6M |
|
29
Cigna
CI
$80.3B
| $2.2B | 0.8% |
13,015,052
+63,085
| +0.5% | +$10.7M |
|
30
PPG Industries
PPG
$24.7B
| $2.19B | 0.79% |
17,925,698
-352,325
| -2% | -$43M |
|
|
31
Fiserv
FI
$74.4B
| $2.11B | 0.76% |
20,480,663
-4,532,923
| -18% | -$467M |
|
32
Union Pacific
UNP
$132B
| $2.03B | 0.73% |
10,304,281
-218,513
| -2% | -$43M |
|
33
Merck
MRK
$214B
| $2B | 0.72% |
24,053,883
+538,791
| +2% | +$44.7M |
|
34
Northrop Grumman
NOC
$84.4B
| $1.88B | 0.68% |
5,949,250
+20,028
| +0.3% | +$6.32M |
|
35
Marsh & McLennan
MMC
$101B
| $1.87B | 0.68% |
16,293,519
-109,846
| -0.7% | -$12.6M |
|
36
Salesforce
CRM
$242B
| $1.85B | 0.67% |
7,348,295
+181,355
| +3% | +$45.6M |
|
37
Nasdaq
NDAQ
$53.7B
| $1.83B | 0.66% |
14,885,480
-686,198
| -4% | -$84.2M |
|
38
Chubb
CB
$110B
| $1.79B | 0.65% |
15,373,520
+26,840
| +0.2% | +$3.12M |
|
39
PayPal
PYPL
$66.2B
| $1.78B | 0.65% |
9,044,038
+1,026,730
| +13% | +$202M |
|
40
Boston Scientific
BSX
$158B
| $1.66B | 0.6% |
43,325,456
+306,813
| +0.7% | +$11.7M |
|
41
Electronic Arts
EA
$42.9B
| $1.61B | 0.58% |
12,334,892
+238,082
| +2% | +$31M |
|
42
Eaton
ETN
$134B
| $1.6B | 0.58% |
15,714,117
-239,135
| -1% | -$24.4M |
|
43
Southern Company
SO
$101B
| $1.56B | 0.57% |
28,832,935
+822,854
| +3% | +$44.6M |
|
44
Equifax
EFX
$28.8B
| $1.56B | 0.56% |
9,916,551
-1,195,377
| -11% | -$188M |
|
45
UBS Group
UBS
$126B
| $1.56B | 0.56% |
139,538,568
+2,290,232
| +2% | +$25.5M |
|
46
Analog Devices
ADI
$122B
| $1.54B | 0.56% |
13,161,618
-877,682
| -6% | -$102M |
|
47
Illinois Tool Works
ITW
$76.4B
| $1.47B | 0.53% |
7,624,210
-71,463
| -0.9% | -$13.8M |
|
48
Alibaba
BABA
$330B
| $1.42B | 0.51% |
4,827,680
+636,989
| +15% | +$187M |
|
49
Pfizer
PFE
$142B
| $1.4B | 0.51% |
38,183,057
-1,408,698
| -4% | -$51.7M |
|
50
Zimmer Biomet
ZBH
$20.8B
| $1.38B | 0.5% |
10,152,298
-159,496
| -2% | -$21.7M |
|