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 |
Meta Platforms (Facebook)
META
|
+$1.49B |
| 2 |
Eli Lilly
LLY
|
+$784M |
| 3 |
NVIDIA
NVDA
|
+$544M |
| 4 |
Spotify
SPOT
|
+$510M |
| 5 |
Kenvue
KVUE
|
+$493M |
Top Sells
| 1 |
Adobe
ADBE
|
+$1.02B |
| 2 |
Thermo Fisher Scientific
TMO
|
+$698M |
| 3 |
Danaher
DHR
|
+$657M |
| 4 |
Intuit
INTU
|
+$622M |
| 5 |
Boston Scientific
BSX
|
+$562M |
Sector Composition
| 1 | Technology | 21.36% |
| 2 | Financials | 17.98% |
| 3 | Healthcare | 14.07% |
| 4 | Industrials | 13.34% |
| 5 | Consumer Discretionary | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
CAE Inc
CAE
$8.44B
| $30.5M | 0.01% |
1,361,378
-2,461
| -0.2% | -$55.1K |
|
502
Herc Holdings
HRI
$4.43B
| $30.3M | 0.01% |
+221,081
| New | +$30.3M |
|
|
BRKL
503
DELISTED
Brookline Bancorp
BRKL
| $30.1M | 0.01% |
3,445,303
+145,944
| +4% | +$1.28M |
|
504
McDonald's
MCD
$218B
| $30.1M | 0.01% |
100,716
+4,392
| +5% | +$1.31M |
|
505
Bank of New York Mellon
BK
$73.3B
| $29.8M | 0.01% |
+669,019
| New | +$29.8M |
|
506
Remitly
RELY
$3.89B
| $29.4M | 0.01% |
1,559,971
-111,940
| -7% | -$2.11M |
|
507
Monro
MNRO
$507M
| $29.2M | 0.01% |
718,880
+30,463
| +4% | +$1.24M |
|
508
Petco
WOOF
$1B
| $29M | 0.01% |
3,256,983
-28,850
| -0.9% | -$257K |
|
509
Certara
CERT
$1.65B
| $28.8M | 0.01% |
1,579,379
+475,090
| +43% | +$8.65M |
|
|
OTLY
510
Oatly Group
OTLY
$513M
| $28.7M | 0.01% |
698,821
+222,752
| +47% | +$9.13M |
|
|
NARI
511
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $28.3M | 0.01% |
+487,167
| New | +$28.3M |
|
512
Expedia Group
EXPE
$26.7B
| $28.2M | 0.01% |
257,800
-34,465
| -12% | -$3.77M |
|
513
Under Armour Class C
UA
$2.09B
| $27.8M | 0.01% |
4,145,448
+1,097,437
| +36% | +$7.36M |
|
514
Altria Group
MO
$111B
| $27.8M | 0.01% |
613,946
+312,353
| +104% | +$14.1M |
|
515
Saia
SAIA
$8.19B
| $27.6M | 0.01% |
80,650
-101,452
| -56% | -$34.7M |
|
|
FPI
516
Farmland Partners
FPI
$471M
| $27.6M | 0.01% |
2,259,313
+71,121
| +3% | +$868K |
|
517
ACV Auctions
ACVA
$1.8B
| $27.1M | 0.01% |
1,571,133
-596,693
| -28% | -$10.3M |
|
518
Hamilton Lane
HLNE
$6.55B
| $26.9M | 0.01% |
335,824
-199,075
| -37% | -$15.9M |
|
519
UGI
UGI
$7.38B
| $26M | 0.01% |
964,822
+613,961
| +175% | +$16.6M |
|
520
Baidu
BIDU
$37B
| $26M | 0.01% |
189,794
+8,840
| +5% | +$1.21M |
|
521
Wintrust Financial
WTFC
$9.17B
| $25.8M | 0.01% |
354,936
+11,232
| +3% | +$816K |
|
522
Pinterest
PINS
$24B
| $25.6M | 0.01% |
935,383
+760,316
| +434% | +$20.8M |
|
523
Zumiez
ZUMZ
$356M
| $25.3M | 0.01% |
1,520,083
+45,469
| +3% | +$758K |
|
524
Pembina Pipeline
PBA
$22.5B
| $25.3M | 0.01% |
805,193
-15,854
| -2% | -$498K |
|
525
Roper Technologies
ROP
$55.2B
| $25.2M | 0.01% |
52,442
+1,917
| +4% | +$922K |
|