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 | |
|---|---|---|---|---|---|---|---|
| $38.1M | 0.01% | 1,443,637 +339,403 | +31% | +$8.95M | |||
| $37.8M | 0.01% | 1,740,385 -42,037 | -2% | -$912K | |||
| $37.6M | 0.01% | 2,180,996 -1,090,179 | -33% | -$18.8M | |||
| $37.3M | 0.01% | 2,273,257 -55,106 | -2% | -$904K | |||
| $37.1M | 0.01% | 366,554 -743,967 | -67% | -$75.3M | |||
| $36.7M | 0.01% | 315,476 -29,432 | -9% | -$3.42M | |||
| $36.6M | 0.01% | 202,929 +157,687 | +349% | +$28.4M | |||
| $36.6M | 0.01% | 383,495 -50,840 | -12% | -$4.85M | |||
| $36.2M | 0.01% | 737,032 -17,844 | -2% | -$875K | |||
| $35.9M | 0.01% | 318,705 | New | +$35.9M | |||
| $35.5M | 0.01% | 4,029,913 +567,170 | +16% | +$5M | |||
| $35.5M | 0.01% | 2,550,013 -61,793 | -2% | -$860K | |||
| $35.1M | 0.01% | 579,487 -14,028 | -2% | -$851K | |||
| $34.5M | 0.01% | 2,811,643 -2,511,657 | -47% | -$30.8M | |||
| $34M | 0.01% | 1,016,907 | New | +$34M | |||
| $33.8M | 0.01% | 505,041 +133,897 | +36% | +$8.95M | |||
| $33.6M | 0.01% | 352,460 +16,635 | +5% | +$1.59M | |||
| $33.5M | 0.01% | 1,167,760 | New | +$33.5M | |||
| $33.2M | 0.01% | 295,380 -87,230 | -23% | -$9.81M | |||
| $33M | 0.01% | 3,698,844 +13,746 | +0.4% | +$123K | |||
| $32.8M | 0.01% | 519,464 -470,988 | -48% | -$29.8M | |||
| $32.7M | 0.01% | 740,205 -71,864 | -9% | -$3.18M | |||
| $32.5M | 0.01% | 707,345 | New | +$32.5M | |||
| $32.3M | 0.01% | 2,238,272 | New | +$32.3M | |||
| $31.9M | 0.01% | 363,831 -81,632 | -18% | -$7.17M |
