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 | $567M | |
| 2 | $383M | |
| 3 | $351M | |
| 4 | $345M | |
| 5 | $306M |
Top Sells
| 1 | $1.38B | |
| 2 | $891M | |
| 3 | $795M | |
| 4 | $790M | |
| 5 | $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 | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $42.9M | 0.01% | 787,103 | New | +$42.9M | |||
| $42.8M | 0.01% | 4,552,389 | New | +$42.8M | |||
| $42.5M | 0.01% | 464,891 -3,712 | -0.8% | -$340K | |||
| $42.3M | 0.01% | 157,600 +10,061 | +7% | +$2.7M | |||
| $42.3M | 0.01% | 478,104 +39,759 | +9% | +$3.51M | |||
| $42.1M | 0.01% | 460,339 +75,108 | +20% | +$6.88M | |||
| $41.8M | 0.01% | 539,204 -790,448 | -59% | -$61.2M | |||
| $41.7M | 0.01% | 412,896 -50,650 | -11% | -$5.12M | |||
| $41.6M | 0.01% | 1,298,840 +174,177 | +15% | +$5.57M | |||
| $41.3M | 0.01% | 907,092 +190,111 | +27% | +$8.66M | |||
| $41.3M | 0.01% | 2,093,085 -186,228 | -8% | -$3.68M | |||
| $41.3M | 0.01% | 808,155 -19,567 | -2% | -$1M | |||
| $41.1M | 0.01% | 786,221 +227,483 | +41% | +$11.9M | |||
| $40.5M | 0.01% | 658,927 -452,307 | -41% | -$27.8M | |||
| $40.4M | 0.01% | 879,664 | New | +$40.4M | |||
| $40.3M | 0.01% | 1,533,526 +328,945 | +27% | +$8.63M | |||
| $40M | 0.01% | 408,618 -210,234 | -34% | -$20.6M | |||
| $39.6M | 0.01% | 818,908 -151,237 | -16% | -$7.32M | |||
| $39.3M | 0.01% | 1,077,372 -26,119 | -2% | -$953K | |||
| $39.2M | 0.01% | 588,217 -9,130 | -2% | -$608K | |||
| $38.8M | 0.01% | 513,112 -12,429 | -2% | -$940K | |||
| $38.5M | 0.01% | 426,781 +153,808 | +56% | +$13.9M | |||
| $38.3M | 0.01% | 1,166,834 -28,154 | -2% | -$925K | |||
| $38.3M | 0.01% | 679,150 -648,658 | -49% | -$36.6M | |||
| $38.3M | 0.01% | 757,506 +61,213 | +9% | +$3.09M |
