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 | |
|---|---|---|---|---|---|---|
501
OR Royalties Inc
OR
$7.56B
| $41.2M | 0.01% |
+1,028,188
|
|
||
502
HubSpot
HUBS
$13.9B
| $41.1M | 0.01% |
87,764
-581,433
|
|
||
503
BCE
BCE
$23.8B
| $40.7M | 0.01% |
1,740,969
+1,730,605
|
|
||
504
NiSource
NI
$22.7B
| $40.6M | 0.01% |
+937,901
|
|
||
505
WEC Energy
WEC
$38.2B
| $40.4M | 0.01% |
+352,234
|
|
||
506
Microchip Technology
MCHP
$33.5B
| $40.3M | 0.01% |
627,783
-73,736
|
|
||
507
Knight Transportation
KNX
$8.43B
| $40M | 0.01% |
1,011,631
-1,564,016
|
|
||
|
UCB
508
United Community Banks
UCB
$3.58B
| $39.9M | 0.01% |
1,272,622
-188,520
|
|
||
509
Dropbox
DBX
$6B
| $39.7M | 0.01% |
1,312,798
+337,829
|
|
||
510
VF Corp
VFC
$6.24B
| $39.4M | 0.01% |
2,733,318
-3,748,066
|
|
||
511
Globus Medical
GMED
$11.5B
| $39.1M | 0.01% |
681,898
-165,185
|
|
||
|
CON
512
Concentra Group Holdings
CON
$2.88B
| $39M | 0.01% |
1,863,681
-50,201
|
|
||
|
CCC
513
CCC Intelligent Solutions
CCC
$3.65B
| $38.9M | 0.01% |
4,275,222
-1,739,192
|
|
||
514
Alkami Technology
ALKT
$1.91B
| $38.6M | 0.01% |
1,555,374
+177,547
|
|
||
515
M/I Homes
MHO
$3.32B
| $38.3M | 0.01% |
265,020
-9,440
|
|
||
516
Littelfuse
LFUS
$8.19B
| $38.1M | 0.01% |
147,018
+11,009
|
|
||
517
Eastern Bankshares
EBC
$4.18B
| $37.9M | 0.01% |
2,090,396
-74,721
|
|
||
518
NorthWestern Energy
NWE
$4.2B
| $37.9M | 0.01% |
646,893
-206,339
|
|
||
519
IQVIA
IQV
$27.7B
| $37.8M | 0.01% |
199,136
+28,447
|
|
||
520
Descartes Systems
DSGX
$6.23B
| $37.7M | 0.01% |
399,981
-219,375
|
|
||
521
Hasbro
HAS
$13.1B
| $37.3M | 0.01% |
491,322
-50,666
|
|
||
522
PJT Partners
PJT
$3.12B
| $37M | 0.01% |
208,264
+31,594
|
|
||
523
Prestige Consumer Healthcare
PBH
$2.91B
| $36.8M | 0.01% |
590,297
-42,171
|
|
||
524
Alibaba
BABA
$323B
| $36.4M | 0.01% |
203,807
-3,091
|
|
||
525
Expro
XPRO
$1.84B
| $36.4M | 0.01% |
3,064,953
-32,301
|
|