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 |
Boston Scientific
BSX
|
+$527M |
| 2 |
Merck
MRK
|
+$516M |
| 3 |
ConocoPhillips
COP
|
+$462M |
| 4 |
Masco
MAS
|
+$397M |
| 5 |
NXP Semiconductors
NXPI
|
+$348M |
Top Sells
| 1 |
Wells Fargo
WFC
|
+$636M |
| 2 |
Bank of New York Mellon
BK
|
+$447M |
| 3 |
RTX Corp
RTX
|
+$428M |
| 4 |
Pfizer
PFE
|
+$412M |
| 5 |
3M
MMM
|
+$411M |
Sector Composition
| 1 | Technology | 19.84% |
| 2 | Financials | 18.12% |
| 3 | Healthcare | 16.64% |
| 4 | Industrials | 13.63% |
| 5 | Communication Services | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Berkshire Hathaway Class B
BRK.B
$1.06T
| $18M | 0.01% |
98,226
-4,723
| -5% | -$863K |
|
|
COUP
527
DELISTED
Coupa Software Incorporated
COUP
| $17.9M | 0.01% |
+127,975
| New | +$17.9M |
|
528
Enerpac Tool Group
EPAC
$2.28B
| $17.8M | 0.01% |
1,075,013
+280,125
| +35% | +$4.64M |
|
529
BrightView Holdings
BV
$1.31B
| $17.6M | 0.01% |
1,593,622
+215,270
| +16% | +$2.38M |
|
530
Align Technology
ALGN
$9.64B
| $17.6M | 0.01% |
101,253
+23,583
| +30% | +$4.1M |
|
531
Clearway Energy Class A
CWEN.A
$3.18B
| $17.5M | 0.01% |
1,019,554
-344,116
| -25% | -$5.91M |
|
532
HubSpot
HUBS
$25.8B
| $17.5M | 0.01% |
131,286
+10,132
| +8% | +$1.35M |
|
|
ALTR
533
DELISTED
Altair Engineering Inc. Class A Common Stock
ALTR
| $17.4M | 0.01% |
656,946
+112,284
| +21% | +$2.98M |
|
534
Teladoc Health
TDOC
$1.32B
| $17.2M | 0.01% |
110,693
-242,760
| -69% | -$37.6M |
|
535
Methode Electronics
MEI
$292M
| $17.1M | 0.01% |
645,689
+142,545
| +28% | +$3.77M |
|
536
Halliburton
HAL
$19.3B
| $16.9M | 0.01% |
2,473,281
+961,710
| +64% | +$6.59M |
|
|
TGH
537
DELISTED
Textainer Group Holdings limited
TGH
| $16.7M | 0.01% |
2,033,788
+282,470
| +16% | +$2.32M |
|
538
AutoZone
AZO
$71.1B
| $16.7M | 0.01% |
19,702
-2,885
| -13% | -$2.44M |
|
539
US Foods
USFD
$17.5B
| $16.6M | 0.01% |
937,135
-735,039
| -44% | -$13M |
|
540
Amicus Therapeutics
FOLD
$2.45B
| $16.4M | 0.01% |
1,779,191
+214,466
| +14% | +$1.98M |
|
541
iRhythm Technologies
IRTC
$5.85B
| $16.4M | 0.01% |
201,814
-81,219
| -29% | -$6.61M |
|
542
Fomento Económico Mexicano
FMX
$30.1B
| $16.3M | 0.01% |
269,505
+27,109
| +11% | +$1.64M |
|
543
VeriSign
VRSN
$26.5B
| $16.2M | 0.01% |
90,159
-58,225
| -39% | -$10.5M |
|
544
Best Buy
BBY
$16.1B
| $16.1M | 0.01% |
282,979
-140,082
| -33% | -$7.98M |
|
545
Twist Bioscience
TWST
$1.46B
| $16M | 0.01% |
521,810
+38,268
| +8% | +$1.17M |
|
546
Cummins
CMI
$55.8B
| $15.9M | 0.01% |
117,816
-153,339
| -57% | -$20.8M |
|
547
Xylem
XYL
$33.5B
| $15.7M | 0.01% |
241,754
+9,053
| +4% | +$590K |
|
548
Fortis
FTS
$24.7B
| $15.7M | 0.01% |
407,166
+12,130
| +3% | +$468K |
|
549
Casella Waste Systems
CWST
$5.81B
| $15.6M | 0.01% |
399,378
+122,016
| +44% | +$4.77M |
|
550
Merit Medical Systems
MMSI
$5.26B
| $15.4M | 0.01% |
493,984
-1,037,041
| -68% | -$32.4M |
|