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 | +$2.54B | |
| 2 | +$500M | |
| 3 | +$489M | |
| 4 |
Danaher
DHR
|
+$487M |
| 5 |
Monster Beverage
MNST
|
+$438M |
Top Sells
| 1 | +$1.9B | |
| 2 | +$1.65B | |
| 3 | +$1.63B | |
| 4 |
NVIDIA
NVDA
|
+$850M |
| 5 |
Mondelez International
MDLZ
|
+$738M |
Sector Composition
| 1 | Technology | 23.02% |
| 2 | Financials | 19.96% |
| 3 | Industrials | 12.58% |
| 4 | Healthcare | 11.72% |
| 5 | Consumer Discretionary | 7.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
501
Rogers Communications
RCI
$21.9B
| $43.6M | 0.01% |
1,156,761
-45,526
|
|
||
502
ACI Worldwide
ACIW
$4.38B
| $43.3M | 0.01% |
905,225
-109,309
|
|
||
503
BCE
BCE
$24.7B
| $43M | 0.01% |
1,806,619
+65,650
|
|
||
504
Americold
COLD
$3.58B
| $42.4M | 0.01% |
3,296,165
-831,119
|
|
||
505
Teradyne
TER
$47.8B
| $41.9M | 0.01% |
216,674
-99,154
|
|
||
506
Bristol-Myers Squibb
BMY
$127B
| $41.4M | 0.01% |
768,040
+685,961
|
|
||
507
Eli Lilly
LLY
$896B
| $41.3M | 0.01% |
38,467
+8,223
|
|
||
508
Birkenstock
BIRK
$7.62B
| $41.1M | 0.01% |
+1,005,143
|
|
||
509
WEC Energy
WEC
$38.3B
| $41M | 0.01% |
389,066
+36,832
|
|
||
510
Schrodinger
SDGR
$966M
| $41M | 0.01% |
2,291,349
+218,916
|
|
||
511
Option Care Health
OPCH
$4.88B
| $40.9M | 0.01% |
1,284,239
+39,918
|
|
||
512
Knife River
KNF
$4.97B
| $40.7M | 0.01% |
578,023
+135,982
|
|
||
513
UMB Financial
UMBF
$9.05B
| $40.6M | 0.01% |
353,241
-12,462
|
|
||
514
Selective Insurance
SIGI
$4.94B
| $40.4M | 0.01% |
482,535
-34,262
|
|
||
515
Prestige Consumer Healthcare
PBH
$3.27B
| $40.1M | 0.01% |
650,793
+60,496
|
|
||
516
iShares Russell 1000 Value ETF
IWD
$70.2B
| $40.1M | 0.01% |
190,793
+104,778
|
|
||
517
Goodyear
GT
$2.29B
| $39.5M | 0.01% |
4,507,813
+189,493
|
|
||
518
Primoris Services
PRIM
$7.82B
| $39M | 0.01% |
314,426
+301,532
|
|
||
519
CACI
CACI
$13.8B
| $39M | 0.01% |
73,191
-10,215
|
|
||
520
NatWest
NWG
$64.2B
| $38.8M | 0.01% |
2,216,652
+153,625
|
|
||
521
Grand Canyon Education
LOPE
$4.41B
| $38.7M | 0.01% |
232,778
-50,550
|
|
||
522
Hamilton Lane
HLNE
$4.72B
| $38.5M | 0.01% |
286,699
+282,451
|
|
||
523
Timken Company
TKR
$7.34B
| $37.9M | 0.01% |
450,382
-16,117
|
|
||
524
SentinelOne
S
$4.58B
| $37.5M | 0.01% |
2,501,905
+53,636
|
|
||
525
Gildan
GIL
$12.4B
| $37.4M | 0.01% |
599,107
+27,102
|
|