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 | |
|---|---|---|---|---|---|---|---|
| $31.9M | 0.01% | 797,255 -7,756 | -1% | -$310K | |||
| $31.7M | 0.01% | 213,461 +787 | +0.4% | +$117K | |||
| $31.6M | 0.01% | 1,482,984 +635,167 | +75% | +$13.6M | |||
| $31.6M | 0.01% | 801,008 -290,919 | -27% | -$11.5M | |||
| $31.3M | 0.01% | 312,685 -7,565 | -2% | -$757K | |||
| $31.2M | 0.01% | 433,755 -107,710 | -20% | -$7.74M | |||
| $31M | 0.01% | 99,321 +9,136 | +10% | +$2.85M | |||
| $30.9M | 0.01% | 501,153 +60,984 | +14% | +$3.76M | |||
| $30.8M | 0.01% | 2,326,682 +8,364 | +0.4% | +$111K | |||
| $30.7M | 0.01% | 1,129,884 | New | +$30.7M | |||
| $30.6M | 0.01% | 887,443 -21,441 | -2% | -$740K | |||
| $30.5M | 0.01% | 2,286,284 -466,741 | -17% | -$6.22M | |||
| $30.2M | 0.01% | 1,636,814 +185,890 | +13% | +$3.43M | |||
| $30.2M | 0.01% | 2,358,265 | New | +$30.2M | |||
| $30.2M | 0.01% | 644,832 -7,425 | -1% | -$348K | |||
| $30.1M | 0.01% | 64,110 -3,045 | -5% | -$1.43M | |||
| $30M | 0.01% | 307,006 -16,894 | -5% | -$1.65M | |||
| $29.9M | 0.01% | 56,224 +15,993 | +40% | +$8.52M | |||
| $29.8M | 0.01% | 1,177,503 +10,838 | +0.9% | +$275K | |||
| $29.7M | 0.01% | 231,706 -5,571 | -2% | -$714K | |||
| $29.5M | 0.01% | 754,994 +241,290 | +47% | +$9.44M | |||
| $29.4M | 0.01% | 622,129 +2,311 | +0.4% | +$109K | |||
| $29.2M | 0.01% | 277,791 +1,060 | +0.4% | +$111K | |||
| $29.1M | 0.01% | 1,184,376 -38,700 | -3% | -$952K | |||
| $28.9M | 0.01% | 932,088 +20,773 | +2% | +$644K |
