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 | |
|---|---|---|---|---|---|---|---|
| $28.8M | 0.01% | 247,564 -5,978 | -2% | -$696K | |||
| $28.6M | 0.01% | 464,349 +74,229 | +19% | +$4.56M | |||
| $28.1M | 0.01% | 407,836 +189,205 | +87% | +$13M | |||
| $27.9M | 0.01% | 578,890 +278,311 | +93% | +$13.4M | |||
| $27.7M | 0.01% | 2,070,285 -50,200 | -2% | -$671K | |||
| $27.7M | 0.01% | 140,551 +550 | +0.4% | +$108K | |||
| $27.6M | 0.01% | 360,016 +218,254 | +154% | +$16.8M | |||
| $27.6M | 0.01% | 1,345,270 -188,896 | -12% | -$3.87M | |||
| $27.5M | 0.01% | 208,106 -59,577 | -22% | -$7.88M | |||
| $27.4M | 0.01% | 2,557,448 -22,603 | -0.9% | -$243K | |||
| $26.9M | 0.01% | 158,749 -385 | -0.2% | -$65.1K | |||
| $26.7M | 0.01% | 132,571 +28,997 | +28% | +$5.85M | |||
| $26.7M | 0.01% | 3,276,371 +8,996 | +0.3% | +$73.4K | |||
| $26.6M | 0.01% | 265,318 +24,691 | +10% | +$2.48M | |||
| $26.6M | 0.01% | 1,875,760 -354,709 | -16% | -$5.03M | |||
| $26.3M | 0.01% | 1,382,396 +99,427 | +8% | +$1.89M | |||
| $25.6M | 0.01% | 915,462 -22,069 | -2% | -$617K | |||
| $25.5M | 0.01% | 1,885,908 +8,322 | +0.4% | +$113K | |||
| $25.3M | 0.01% | 143,573 +1,324 | +0.9% | +$233K | |||
| $25.2M | 0.01% | 401,319 +81,610 | +26% | +$5.12M | |||
| $25M | 0.01% | 753,547 -76,073 | -9% | -$2.52M | |||
| $24.9M | 0.01% | 391,403 -74,065 | -16% | -$4.71M | |||
| $24.8M | 0.01% | 200,912 -4,859 | -2% | -$601K | |||
| $24.8M | 0.01% | 293,158 -7,096 | -2% | -$600K | |||
| $24.1M | 0.01% | 1,029,527 -24,960 | -2% | -$585K |
