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 |
Walt Disney
DIS
|
$3.51B |
| 2 |
Honeywell
HON
|
$3.1B |
| 3 |
Accenture
ACN
|
$3.09B |
| 4 |
Johnson & Johnson
JNJ
|
$3.05B |
| 5 |
RTX Corp
RTX
|
$3.01B |
Top Sells
Sector Composition
| 1 | Financials | 17.85% |
| 2 | Healthcare | 15.55% |
| 3 | Industrials | 14.53% |
| 4 | Technology | 11.46% |
| 5 | Communication Services | 8.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Analog Devices
ADI
$122B
| $10.9M | 0.01% |
+241,730
| New | +$10.9M |
|
527
Viatris
VTRS
$12.2B
| $10.9M | 0.01% |
+350,210
| New | +$10.9M |
|
|
AMTD
528
DELISTED
TD Ameritrade Holding Corp
AMTD
| $10.8M | 0.01% |
+443,083
| New | +$10.8M |
|
529
Novartis
NVS
$251B
| $10.6M | 0.01% |
+167,325
| New | +$10.6M |
|
530
Methanex
MEOH
$2.99B
| $10.6M | 0.01% |
+246,670
| New | +$10.6M |
|
|
EXA
531
DELISTED
EXA Corporation
EXA
| $10.5M | 0.01% |
+1,024,190
| New | +$10.5M |
|
532
Hartford Financial Services
HIG
$37B
| $10.2M | 0.01% |
+329,052
| New | +$10.2M |
|
533
Vermilion Energy
VET
$1.12B
| $10.1M | 0.01% |
+207,191
| New | +$10.1M |
|
534
NCR Voyix
VYX
$1.84B
| $10M | 0.01% |
+494,086
| New | +$10M |
|
535
Honda
HMC
$44.8B
| $9.99M | 0.01% |
+268,112
| New | +$9.99M |
|
536
Unum
UNM
$12.6B
| $9.82M | 0.01% |
+334,374
| New | +$9.82M |
|
|
VAL
537
DELISTED
Valspar
VAL
| $9.76M | 0.01% |
+150,880
| New | +$9.76M |
|
538
Sealed Air
SEE
$4.82B
| $9.75M | 0.01% |
+407,120
| New | +$9.75M |
|
|
P
539
DELISTED
Pandora Media Inc
P
| $9.5M | 0.01% |
+516,460
| New | +$9.5M |
|
540
Ameren
AEE
$27.2B
| $9.17M | 0.01% |
+266,190
| New | +$9.17M |
|
|
FLG
541
Flagstar Financial, Inc.
FLG
$5.39B
| $9.09M | 0.01% |
+216,497
| New | +$9.09M |
|
|
DATA
542
DELISTED
Tableau Software, Inc.
DATA
| $9.06M | 0.01% |
+163,560
| New | +$9.06M |
|
543
Berkshire Hathaway Class B
BRK.B
$1.08T
| $8.77M | 0.01% |
+78,324
| New | +$8.77M |
|
544
Sumitomo Mitsui Financial
SMFG
$105B
| $8.74M | 0.01% |
+947,495
| New | +$8.74M |
|
|
CA
545
DELISTED
CA, Inc.
CA
| $8.54M | 0.01% |
+298,230
| New | +$8.54M |
|
546
Coty
COTY
$3.81B
| $8.53M | 0.01% |
+496,300
| New | +$8.53M |
|
|
NVDQ
547
DELISTED
Novadaq Technologies Inc.
NVDQ
| $8.41M | 0.01% |
+625,150
| New | +$8.41M |
|
|
EXPR
548
DELISTED
Express, Inc.
EXPR
| $8.41M | 0.01% |
+20,061
| New | +$8.41M |
|
549
WPP
WPP
$5.83B
| $8.09M | 0.01% |
+94,785
| New | +$8.09M |
|
|
AGN
550
DELISTED
Allergan plc
AGN
| $8.06M | 0.01% |
+63,819
| New | +$8.06M |
|