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 |
Tesla
TSLA
|
+$2.31B |
| 2 |
Atlassian
TEAM
|
+$687M |
| 3 |
Autodesk
ADSK
|
+$682M |
| 4 |
Netflix
NFLX
|
+$663M |
| 5 |
Boeing
BA
|
+$620M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$1.37B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.24B |
| 3 |
Visa
V
|
+$898M |
| 4 |
Cadence Design Systems
CDNS
|
+$791M |
| 5 |
JPMorgan Chase
JPM
|
+$745M |
Sector Composition
| 1 | Technology | 22.04% |
| 2 | Financials | 20.25% |
| 3 | Industrials | 12.48% |
| 4 | Healthcare | 11.1% |
| 5 | Consumer Discretionary | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Palantir
PLTR
$370B
| $38.4M | 0.01% |
507,866
-403,538
| -44% | -$30.5M |
|
502
Gildan
GIL
$8.31B
| $38.2M | 0.01% |
812,069
-675,731
| -45% | -$31.8M |
|
503
TTM Technologies
TTMI
$4.86B
| $38M | 0.01% |
1,534,166
+515,015
| +51% | +$12.7M |
|
504
Ollie's Bargain Outlet
OLLI
$8.12B
| $37.8M | 0.01% |
344,908
+21,110
| +7% | +$2.32M |
|
505
Infosys
INFY
$69.6B
| $37.8M | 0.01% |
1,725,418
+77,426
| +5% | +$1.7M |
|
506
AXIS Capital
AXS
$7.67B
| $37.8M | 0.01% |
+426,258
| New | +$37.8M |
|
507
Silicon Motion
SIMO
$2.8B
| $37.6M | 0.01% |
696,293
+172,867
| +33% | +$9.34M |
|
508
NCR Atleos
NATL
$2.95B
| $37.5M | 0.01% |
+1,104,234
| New | +$37.5M |
|
509
Plexus
PLXS
$3.72B
| $37.1M | 0.01% |
237,277
-89,524
| -27% | -$14M |
|
510
Herc Holdings
HRI
$4.59B
| $36.5M | 0.01% |
192,661
-67,077
| -26% | -$12.7M |
|
511
ONE Gas
OGS
$4.47B
| $36.4M | 0.01% |
525,541
-127,490
| -20% | -$8.83M |
|
512
SAP
SAP
$315B
| $36.3M | 0.01% |
147,539
+19,890
| +16% | +$4.9M |
|
513
Selective Insurance
SIGI
$4.85B
| $36M | 0.01% |
385,231
-1,805
| -0.5% | -$169K |
|
514
Coupang
CPNG
$57.4B
| $35.6M | 0.01% |
+1,618,750
| New | +$35.6M |
|
515
Simply Good Foods
SMPL
$2.83B
| $35.4M | 0.01% |
908,884
+121,117
| +15% | +$4.72M |
|
516
Principal Financial Group
PFG
$17.8B
| $35.4M | 0.01% |
457,142
-8,991
| -2% | -$696K |
|
|
CON
517
Concentra Group Holdings Parent, Inc.
CON
$2.91B
| $35.3M | 0.01% |
1,782,422
+142,363
| +9% | +$2.82M |
|
518
New Jersey Resources
NJR
$4.64B
| $35.2M | 0.01% |
754,876
-53,023
| -7% | -$2.47M |
|
519
Black Hills Corp
BKH
$4.26B
| $34.7M | 0.01% |
593,515
-187,723
| -24% | -$11M |
|
520
Verint Systems
VRNT
$1.23B
| $34.7M | 0.01% |
1,263,502
+412,655
| +48% | +$11.3M |
|
521
Banc of California
BANC
$2.64B
| $34.5M | 0.01% |
2,230,469
-10,575
| -0.5% | -$163K |
|
522
AptarGroup
ATR
$9.11B
| $33.4M | 0.01% |
212,674
-18,101
| -8% | -$2.84M |
|
523
JFrog
FROG
$5.84B
| $33.1M | 0.01% |
1,124,663
+8,915
| +0.8% | +$262K |
|
524
Littelfuse
LFUS
$6.5B
| $33M | 0.01% |
140,001
-2,534
| -2% | -$597K |
|
525
PennyMac Financial
PFSI
$6.26B
| $32.7M | 0.01% |
320,250
+104,022
| +48% | +$10.6M |
|