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 | +$2.5B | |
| 2 | +$768M | |
| 3 | +$741M | |
| 4 |
Apple
AAPL
|
+$737M |
| 5 |
Arista Networks
ANET
|
+$712M |
Top Sells
| 1 | +$1.04B | |
| 2 | +$979M | |
| 3 | +$654M | |
| 4 |
Intuitive Surgical
ISRG
|
+$623M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$533M |
Sector Composition
| 1 | Technology | 23.93% |
| 2 | Financials | 19.63% |
| 3 | Industrials | 12.8% |
| 4 | Healthcare | 10.81% |
| 5 | Consumer Discretionary | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Infosys
INFY
$53.7B
| $46.8M | 0.01% |
2,879,405
-593,105
|
|
||
477
T-Mobile US
TMUS
$240B
| $46.8M | 0.01% |
195,613
-129,216
|
|
||
478
Principal Financial Group
PFG
$18.6B
| $46.5M | 0.01% |
561,314
-47,640
|
|
||
479
Weyerhaeuser
WY
$16.9B
| $46.5M | 0.01% |
1,875,477
-2,019,739
|
|
||
|
QXO
480
QXO Inc
QXO
$14.3B
| $46.4M | 0.01% |
2,432,145
-44,911
|
|
||
481
Zoetis
ZTS
$48.8B
| $45.7M | 0.01% |
312,521
+131,291
|
|
||
482
Amer Sports
AS
$18.8B
| $45.5M | 0.01% |
+1,309,547
|
|
||
483
TopBuild
BLD
$10.3B
| $45.3M | 0.01% |
115,861
-22,010
|
|
||
484
First Hawaiian
FHB
$2.94B
| $44.9M | 0.01% |
1,808,917
-64,640
|
|
||
485
DigitalBridge
DBRG
$2.81B
| $44.8M | 0.01% |
3,832,089
-29,474
|
|
||
486
Deere & Co
DE
$156B
| $44.6M | 0.01% |
97,611
+20,590
|
|
||
487
First Interstate BancSystem
FIBK
$3.35B
| $44.3M | 0.01% |
1,388,754
-49,549
|
|
||
|
CNH
488
CNH Industrial
CNH
$13.2B
| $43.9M | 0.01% |
4,049,628
+811,419
|
|
||
489
Spire
SR
$5.48B
| $43.8M | 0.01% |
+536,753
|
|
||
490
Teradyne
TER
$44.8B
| $43.5M | 0.01% |
315,828
+158,249
|
|
||
491
UMB Financial
UMBF
$8.4B
| $43.3M | 0.01% |
365,703
-24,947
|
|
||
492
SentinelOne
S
$4.93B
| $43.1M | 0.01% |
2,448,269
-608,265
|
|
||
493
Vontier
VNT
$5.1B
| $43M | 0.01% |
1,024,803
-86,892
|
|
||
|
NEE.PRT
494
NextEra Energy 7.234% Corporate Units
NEE.PRT
$1.57B
| $42.7M | 0.01% |
908,279
-803
|
|
||
495
Integer Holdings
ITGR
$2.86B
| $41.9M | 0.01% |
+405,861
|
|
||
496
Selective Insurance
SIGI
$4.59B
| $41.9M | 0.01% |
516,797
-14,994
|
|
||
497
CACI
CACI
$13.4B
| $41.6M | 0.01% |
83,406
-30,412
|
|
||
498
Nomad Foods
NOMD
$1.4B
| $41.6M | 0.01% |
3,162,771
-36,692
|
|
||
499
Schrodinger
SDGR
$924M
| $41.6M | 0.01% |
2,072,433
+577,899
|
|
||
500
Rogers Communications
RCI
$20.9B
| $41.4M | 0.01% |
1,202,287
-1,436,599
|
|