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 |
Flutter Entertainment
FLUT
|
+$849M |
| 2 |
Intuitive Surgical
ISRG
|
+$559M |
| 3 |
CDW
CDW
|
+$416M |
| 4 |
Philip Morris
PM
|
+$408M |
| 5 |
PACCAR
PCAR
|
+$325M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$1.92B |
| 2 |
TSMC
TSM
|
+$789M |
| 3 |
Microsoft
MSFT
|
+$708M |
| 4 |
JPMorgan Chase
JPM
|
+$636M |
| 5 |
Eli Lilly
LLY
|
+$561M |
Sector Composition
| 1 | Technology | 21.52% |
| 2 | Financials | 19.51% |
| 3 | Healthcare | 12.79% |
| 4 | Industrials | 12.46% |
| 5 | Consumer Discretionary | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Wintrust Financial
WTFC
$9.29B
| $46.8M | 0.01% |
431,147
-11,929
| -3% | -$1.29M |
|
477
Cathay General Bancorp
CATY
$3.44B
| $46.6M | 0.01% |
1,084,947
-30,046
| -3% | -$1.29M |
|
478
Certara
CERT
$1.72B
| $45.7M | 0.01% |
3,901,898
+1,128,006
| +41% | +$13.2M |
|
479
Cushman & Wakefield
CWK
$3.79B
| $45.5M | 0.01% |
3,339,002
-33,315
| -1% | -$454K |
|
480
WisdomTree
WT
$2B
| $45.2M | 0.01% |
4,522,372
-124,848
| -3% | -$1.25M |
|
481
Plexus
PLXS
$3.72B
| $44.7M | 0.01% |
326,801
-109,690
| -25% | -$15M |
|
482
Restaurant Brands International
QSR
$20.3B
| $44.5M | 0.01% |
616,351
-10,806
| -2% | -$779K |
|
483
Atmus Filtration Technologies
ATMU
$3.79B
| $43.8M | 0.01% |
1,168,310
-30,793
| -3% | -$1.16M |
|
484
Silgan Holdings
SLGN
$4.79B
| $43.7M | 0.01% |
831,673
-106,183
| -11% | -$5.57M |
|
485
Celsius Holdings
CELH
$14.3B
| $43.4M | 0.01% |
1,383,981
-2,562,227
| -65% | -$80.4M |
|
486
Texas Capital Bancshares
TCBI
$3.99B
| $43.3M | 0.01% |
606,099
-12,725
| -2% | -$909K |
|
487
Hayward Holdings
HAYW
$3.51B
| $42.7M | 0.01% |
2,785,688
-78,443
| -3% | -$1.2M |
|
488
Schlumberger
SLB
$53.4B
| $42.2M | 0.01% |
1,006,111
-280,278
| -22% | -$11.8M |
|
489
Adobe
ADBE
$152B
| $42.2M | 0.01% |
81,489
-539,652
| -87% | -$279M |
|
490
Phillips Edison & Co
PECO
$4.49B
| $41.8M | 0.01% |
1,108,716
+56,897
| +5% | +$2.15M |
|
491
S&P Global
SPGI
$167B
| $41.7M | 0.01% |
80,705
-129,859
| -62% | -$67.1M |
|
492
Alkami Technology
ALKT
$2.69B
| $41.4M | 0.01% |
1,314,112
-256,067
| -16% | -$8.08M |
|
493
Herc Holdings
HRI
$4.59B
| $41.4M | 0.01% |
259,738
-7,311
| -3% | -$1.17M |
|
494
Amdocs
DOX
$9.44B
| $41.3M | 0.01% |
472,068
-3,062
| -0.6% | -$268K |
|
495
MGP Ingredients
MGPI
$605M
| $41.3M | 0.01% |
495,622
+199,550
| +67% | +$16.6M |
|
496
ESAB
ESAB
$7.06B
| $40.8M | 0.01% |
383,624
-33,225
| -8% | -$3.53M |
|
497
Principal Financial Group
PFG
$17.8B
| $40M | 0.01% |
466,133
+215,045
| +86% | +$18.5M |
|
498
HealthEquity
HQY
$8.02B
| $39.7M | 0.01% |
484,782
+33,523
| +7% | +$2.74M |
|
|
AMTM
499
Amentum Holdings, Inc.
AMTM
$5.86B
| $39.6M | 0.01% |
+1,228,298
| New | +$39.6M |
|
500
LXP Industrial Trust
LXP
$2.69B
| $39.6M | 0.01% |
3,941,223
-110,989
| -3% | -$1.12M |
|