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 |
Johnson Controls International
JCI
|
$1.12B |
| 2 |
Citigroup
C
|
$376M |
| 3 |
Coty
COTY
|
$323M |
| 4 |
Check Point Software Technologies
CHKP
|
$268M |
| 5 |
Bank of America
BAC
|
$237M |
Top Sells
| 1 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
$1.05B |
| 2 |
Danaher
DHR
|
$793M |
| 3 |
RTX Corp
RTX
|
$479M |
| 4 |
JPMorgan Chase
JPM
|
$378M |
| 5 |
Truist Financial
TFC
|
$274M |
Sector Composition
| 1 | Financials | 18.16% |
| 2 | Healthcare | 17.15% |
| 3 | Technology | 14.26% |
| 4 | Industrials | 13.89% |
| 5 | Communication Services | 8.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Pitney Bowes
PBI
$2.11B
| $23.5M | 0.01% |
1,294,279
+27,382
| +2% | +$497K |
|
477
Novartis
NVS
$251B
| $23.5M | 0.01% |
332,061
-4,174
| -1% | -$295K |
|
478
East-West Bancorp
EWBC
$14.8B
| $23.4M | 0.01% |
638,100
+249,158
| +64% | +$9.15M |
|
479
Fortune Brands Innovations
FBIN
$7.3B
| $23.4M | 0.01% |
470,630
-170,687
| -27% | -$8.48M |
|
|
SWFT
480
DELISTED
Swift Transportation Company
SWFT
| $22.8M | 0.01% |
1,061,830
-405,082
| -28% | -$8.7M |
|
481
Home Depot
HD
$417B
| $22.8M | 0.01% |
176,853
+5,364
| +3% | +$690K |
|
|
AZPN
482
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $22.1M | 0.01% |
472,747
+10,784
| +2% | +$505K |
|
483
Outfront Media
OUT
$3.05B
| $21.8M | 0.01% |
937,511
+465,844
| +99% | +$10.8M |
|
484
Citi Trends
CTRN
$313M
| $21.7M | 0.01% |
1,088,684
-45,007
| -4% | -$897K |
|
485
Goodyear
GT
$2.43B
| $21.5M | 0.01% |
664,853
-398,566
| -37% | -$12.9M |
|
486
Apollo Global Management
APO
$75.3B
| $21.4M | 0.01% |
1,190,299
+275,561
| +30% | +$4.95M |
|
487
Tyler Technologies
TYL
$24.2B
| $20.7M | 0.01% |
120,982
-14,729
| -11% | -$2.52M |
|
488
SiriusPoint
SPNT
$2.19B
| $20.6M | 0.01% |
1,714,772
+53,324
| +3% | +$640K |
|
|
TAHO
489
DELISTED
Tahoe Resources Inc
TAHO
| $20.5M | 0.01% |
+1,600,634
| New | +$20.5M |
|
490
Kroger
KR
$44.8B
| $20.4M | 0.01% |
686,326
+21,660
| +3% | +$643K |
|
|
ENBL
491
DELISTED
ENABLE MIDSTREAM PARTNERS, LP
ENBL
| $20.3M | 0.01% |
1,333,909
+531,450
| +66% | +$8.1M |
|
|
BUFF
492
DELISTED
Blue Buffalo Pet Products, Inc
BUFF
| $20.3M | 0.01% |
854,911
-2,661
| -0.3% | -$63.2K |
|
|
TSNU
493
DELISTED
Tyson Foods, Inc.
TSNU
| $20.3M | 0.01% |
247,900
-301,950
| -55% | -$24.7M |
|
494
WPP
WPP
$5.83B
| $20.2M | 0.01% |
171,610
-8,614
| -5% | -$1.01M |
|
495
Avient
AVNT
$3.45B
| $20.2M | 0.01% |
596,703
+55,664
| +10% | +$1.88M |
|
496
Ingevity
NGVT
$2.18B
| $20.1M | 0.01% |
436,096
-131,503
| -23% | -$6.06M |
|
497
Boeing
BA
$174B
| $20M | 0.01% |
151,809
+104,442
| +220% | +$13.8M |
|
|
AGN.PRA
498
DELISTED
Allergan plc.
AGN.PRA
| $19.9M | 0.01% |
24,228
+3,579
| +17% | +$2.94M |
|
499
Dine Brands
DIN
$364M
| $19.9M | 0.01% |
251,171
+5,306
| +2% | +$420K |
|
500
WEX
WEX
$5.87B
| $19.8M | 0.01% |
182,982
+162,174
| +779% | +$17.5M |
|