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 |
Willis Towers Watson
WTW
|
+$462M |
| 2 |
Advanced Micro Devices
AMD
|
+$382M |
| 3 |
Prologis
PLD
|
+$325M |
| 4 |
Corteva
CTVA
|
+$323M |
| 5 |
Exelon
EXC
|
+$297M |
Top Sells
| 1 |
Thermo Fisher Scientific
TMO
|
+$668M |
| 2 |
Danaher
DHR
|
+$639M |
| 3 |
PPG Industries
PPG
|
+$501M |
| 4 |
UBS Group
UBS
|
+$432M |
| 5 |
Equifax
EFX
|
+$412M |
Sector Composition
| 1 | Technology | 20.07% |
| 2 | Financials | 18.5% |
| 3 | Healthcare | 14.93% |
| 4 | Industrials | 13.39% |
| 5 | Consumer Discretionary | 6.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
UMB Financial
UMBF
$9.31B
| $20.2M | 0.01% |
349,707
-381,192
| -52% | -$22M |
|
552
Adaptive Biotechnologies
ADPT
$1.95B
| $20.1M | 0.01% |
2,279,210
+924,777
| +68% | +$8.17M |
|
553
JD.com
JD
$47.1B
| $20.1M | 0.01% |
458,153
-4,787
| -1% | -$210K |
|
554
Polaris
PII
$3.26B
| $19.9M | 0.01% |
179,859
-98,737
| -35% | -$10.9M |
|
555
Silicon Laboratories
SLAB
$4.37B
| $19.7M | 0.01% |
112,476
-1,280
| -1% | -$224K |
|
556
Watts Water Technologies
WTS
$9.23B
| $19.5M | 0.01% |
116,061
-8,561
| -7% | -$1.44M |
|
557
Cushman & Wakefield
CWK
$3.68B
| $19.4M | 0.01% |
1,842,235
+266,323
| +17% | +$2.81M |
|
558
AeroVironment
AVAV
$11.9B
| $19.1M | 0.01% |
208,735
-36
| -0% | -$3.3K |
|
559
Dover
DOV
$24.1B
| $18.9M | 0.01% |
124,064
-20,294
| -14% | -$3.08M |
|
560
Allegro MicroSystems
ALGM
$5.57B
| $18.7M | 0.01% |
+390,540
| New | +$18.7M |
|
561
FirstService
FSV
$9.33B
| $18.5M | 0.01% |
131,045
+2,617
| +2% | +$369K |
|
|
ATVI
562
DELISTED
Activision Blizzard Inc.
ATVI
| $18.4M | 0.01% |
214,878
-2,535
| -1% | -$217K |
|
563
Immunocore
IMCR
$1.81B
| $18.1M | 0.01% |
365,582
-352
| -0.1% | -$17.4K |
|
564
Sotera Health
SHC
$4.47B
| $18M | 0.01% |
+1,006,366
| New | +$18M |
|
565
nCino
NCNO
$3.51B
| $17.8M | 0.01% |
719,869
+103,983
| +17% | +$2.58M |
|
|
SILK
566
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $17.8M | 0.01% |
454,886
+67,575
| +17% | +$2.64M |
|
567
Mobileye
MBLY
$11.7B
| $17.8M | 0.01% |
411,040
+49,996
| +14% | +$2.16M |
|
568
Arista Networks
ANET
$190B
| $17.5M | 0.01% |
416,772
+6,012
| +1% | +$252K |
|
569
Neurocrine Biosciences
NBIX
$14B
| $17M | 0.01% |
168,264
-12,751
| -7% | -$1.29M |
|
570
Trex
TREX
$6.43B
| $16.6M | 0.01% |
340,647
| – | – |
|
571
Corsair Gaming
CRSR
$937M
| $16.2M | 0.01% |
885,191
+12,868
| +1% | +$236K |
|
572
Collegium Pharmaceutical
COLL
$1.18B
| $16.1M | 0.01% |
669,487
-150,125
| -18% | -$3.6M |
|
573
Leslie's
LESL
$62M
| $16M | 0.01% |
1,452,660
+147
| +0% | +$1.62K |
|
574
HubSpot
HUBS
$25.9B
| $15.8M | 0.01% |
36,759
+4,373
| +14% | +$1.87M |
|
575
Altice USA
ATUS
$1.09B
| $15.7M | 0.01% |
4,581,075
-164,010
| -3% | -$561K |
|