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 |
Abbott
ABT
|
+$783M |
| 2 |
Pfizer
PFE
|
+$358M |
| 3 |
Biogen
BIIB
|
+$354M |
| 4 |
KSU
Kansas City Southern
KSU
|
+$316M |
| 5 |
Starbucks
SBUX
|
+$258M |
Top Sells
| 1 |
STJ
St Jude Medical
STJ
|
+$1.45B |
| 2 |
Merck
MRK
|
+$759M |
| 3 |
NVIDIA
NVDA
|
+$309M |
| 4 |
W.W. Grainger
GWW
|
+$261M |
| 5 |
Oracle
ORCL
|
+$254M |
Sector Composition
| 1 | Financials | 19.68% |
| 2 | Healthcare | 16.14% |
| 3 | Technology | 14.43% |
| 4 | Industrials | 13.26% |
| 5 | Communication Services | 8.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
East-West Bancorp
EWBC
$14.9B
| $15.4M | 0.01% |
299,333
+40,700
| +16% | +$2.1M |
|
|
SLCA
527
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $15.3M | 0.01% |
+319,555
| New | +$15.3M |
|
528
Plexus
PLXS
$3.71B
| $15.3M | 0.01% |
264,629
+66,421
| +34% | +$3.84M |
|
529
RingCentral
RNG
$2.77B
| $15.2M | 0.01% |
+537,001
| New | +$15.2M |
|
530
Twilio
TWLO
$16B
| $15M | 0.01% |
518,371
+211,985
| +69% | +$6.12M |
|
531
Dave & Buster's
PLAY
$769M
| $14.9M | 0.01% |
243,470
-61,258
| -20% | -$3.74M |
|
|
BBT
532
Beacon Financial Corporation
BBT
$2.2B
| $14.8M | 0.01% |
410,666
+99,844
| +32% | +$3.6M |
|
533
Zions Bancorporation
ZION
$8.56B
| $14.7M | 0.01% |
349,915
-2,893
| -0.8% | -$122K |
|
534
Teladoc Health
TDOC
$1.32B
| $14.6M | 0.01% |
585,043
-80,924
| -12% | -$2.02M |
|
|
SHLM
535
DELISTED
Schulman (A.) Inc
SHLM
| $14.6M | 0.01% |
462,830
+247,456
| +115% | +$7.78M |
|
|
SYNH
536
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $14.5M | 0.01% |
316,478
+82,082
| +35% | +$3.76M |
|
|
ULTI
537
DELISTED
Ultimate Software Group Inc
ULTI
| $14.3M | 0.01% |
73,253
-9,447
| -11% | -$1.84M |
|
538
Gildan
GIL
$8.08B
| $14.3M | 0.01% |
527,440
-428,219
| -45% | -$11.6M |
|
539
Citi Trends
CTRN
$286M
| $14.2M | 0.01% |
837,639
-185,572
| -18% | -$3.15M |
|
|
ZOES
540
DELISTED
Zoe's Kitchen, Inc.
ZOES
| $14.2M | 0.01% |
766,158
+219,288
| +40% | +$4.06M |
|
|
SIR
541
DELISTED
SELECT INCOME REIT
SIR
| $14M | 0.01% |
1,234,053
+309,668
| +33% | +$3.51M |
|
|
SUM
542
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $13.9M | 0.01% |
578,880
-65,545
| -10% | -$1.57M |
|
|
NEX
543
DELISTED
NexTier Oilfield Solutions Inc.
NEX
| $13.8M | 0.01% |
+967,569
| New | +$13.8M |
|
|
COHR
544
DELISTED
Coherent Inc
COHR
| $13.8M | 0.01% |
67,253
+27,396
| +69% | +$5.63M |
|
545
SPX Corp
SPXC
$9.29B
| $13.8M | 0.01% |
568,874
-72,108
| -11% | -$1.75M |
|
|
MBLY
546
DELISTED
Mobileye N.V.
MBLY
| $13.8M | 0.01% |
224,602
+2,037
| +0.9% | +$125K |
|
547
Medpace
MEDP
$13.4B
| $13.5M | 0.01% |
452,555
+144,815
| +47% | +$4.32M |
|
548
WNS Holdings
WNS
$3.24B
| $13.3M | 0.01% |
464,443
-98,573
| -18% | -$2.82M |
|
549
TopBuild
BLD
$11.8B
| $12.8M | 0.01% |
273,191
+68,543
| +33% | +$3.22M |
|
550
Webster Financial
WBS
$10.2B
| $12.7M | 0.01% |
253,855
-53,259
| -17% | -$2.67M |
|