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 |
Flutter Entertainment
FLUT
|
+$849M |
| 2 |
Intuitive Surgical
ISRG
|
+$559M |
| 3 |
CDW
CDW
|
+$416M |
| 4 |
Philip Morris
PM
|
+$408M |
| 5 |
PACCAR
PCAR
|
+$325M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$1.92B |
| 2 |
TSMC
TSM
|
+$789M |
| 3 |
Microsoft
MSFT
|
+$708M |
| 4 |
JPMorgan Chase
JPM
|
+$636M |
| 5 |
Eli Lilly
LLY
|
+$561M |
Sector Composition
| 1 | Technology | 21.52% |
| 2 | Financials | 19.51% |
| 3 | Healthcare | 12.79% |
| 4 | Industrials | 12.46% |
| 5 | Consumer Discretionary | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
IQVIA
IQV
$31.4B
| $31.9M | 0.01% |
134,703
-5,336
| -4% | -$1.26M |
|
527
Silicon Motion
SIMO
$2.86B
| $31.8M | 0.01% |
523,426
-3,219
| -0.6% | -$196K |
|
528
Ollie's Bargain Outlet
OLLI
$7.98B
| $31.5M | 0.01% |
323,798
-40,052
| -11% | -$3.89M |
|
529
EXL Service
EXLS
$6.95B
| $31.2M | 0.01% |
818,605
-403,042
| -33% | -$15.4M |
|
530
Chemours
CC
$2.44B
| $31M | 0.01% |
1,526,108
-967,691
| -39% | -$19.7M |
|
531
Reinsurance Group of America
RGA
$12.6B
| $30.8M | 0.01% |
141,342
-22,576
| -14% | -$4.92M |
|
532
MDU Resources
MDU
$3.34B
| $30.7M | 0.01% |
2,021,284
-56,923
| -3% | -$864K |
|
533
Moog
MOG.A
$6.15B
| $30.2M | 0.01% |
149,661
-63,085
| -30% | -$12.7M |
|
534
Monster Beverage
MNST
$61.3B
| $30.2M | 0.01% |
578,763
-23,120
| -4% | -$1.21M |
|
535
Tesla
TSLA
$1.15T
| $30.2M | 0.01% |
115,241
+43,950
| +62% | +$11.5M |
|
536
Ultragenyx Pharmaceutical
RARE
$3.02B
| $30.1M | 0.01% |
542,373
+172,126
| +46% | +$9.56M |
|
537
Maravai LifeSciences
MRVI
$381M
| $29.9M | 0.01% |
3,601,725
-948,778
| -21% | -$7.88M |
|
538
Telus
TU
$24.2B
| $29.6M | 0.01% |
1,766,811
-16,362
| -0.9% | -$275K |
|
539
Collegium Pharmaceutical
COLL
$1.18B
| $29.6M | 0.01% |
765,692
+116,327
| +18% | +$4.49M |
|
|
TWO
540
Two Harbors Investment
TWO
$1.06B
| $29.6M | 0.01% |
2,130,545
-59,997
| -3% | -$833K |
|
541
Procept Biorobotics
PRCT
$2.1B
| $29.4M | 0.01% |
367,556
-32,339
| -8% | -$2.59M |
|
542
SAP
SAP
$305B
| $29.2M | 0.01% |
127,649
-1,564
| -1% | -$358K |
|
543
RXO
RXO
$2.74B
| $28.8M | 0.01% |
1,029,836
-519,019
| -34% | -$14.5M |
|
544
Patrick Industries
PATK
$3.7B
| $28.7M | 0.01% |
301,898
-8,467
| -3% | -$804K |
|
545
Alibaba
BABA
$342B
| $28.6M | 0.01% |
269,805
+266,361
| +7,734% | +$28.3M |
|
546
GCM Grosvenor
GCMG
$681M
| $28.1M | 0.01% |
2,485,933
+87,010
| +4% | +$985K |
|
547
Corsair Gaming
CRSR
$938M
| $28.1M | 0.01% |
4,037,958
+1,857,532
| +85% | +$12.9M |
|
548
UFP Technologies
UFPT
$1.54B
| $28.1M | 0.01% |
88,646
-16,472
| -16% | -$5.22M |
|
549
e.l.f. Beauty
ELF
$7.51B
| $28M | 0.01% |
256,810
+55,461
| +28% | +$6.05M |
|
550
Expro
XPRO
$1.42B
| $27.6M | 0.01% |
1,607,216
-28,924
| -2% | -$497K |
|