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 |
Meta Platforms (Facebook)
META
|
+$1.49B |
| 2 |
Eli Lilly
LLY
|
+$784M |
| 3 |
NVIDIA
NVDA
|
+$544M |
| 4 |
Spotify
SPOT
|
+$510M |
| 5 |
Kenvue
KVUE
|
+$493M |
Top Sells
| 1 |
Adobe
ADBE
|
+$1.02B |
| 2 |
Thermo Fisher Scientific
TMO
|
+$698M |
| 3 |
Danaher
DHR
|
+$657M |
| 4 |
Intuit
INTU
|
+$622M |
| 5 |
Boston Scientific
BSX
|
+$562M |
Sector Composition
| 1 | Technology | 21.36% |
| 2 | Financials | 17.98% |
| 3 | Healthcare | 14.07% |
| 4 | Industrials | 13.34% |
| 5 | Consumer Discretionary | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Apollo Global Management
APO
$76.9B
| $19.9M | 0.01% |
+259,544
| New | +$19.9M |
|
552
Bumble
BMBL
$689M
| $19.9M | 0.01% |
1,184,006
-46,404
| -4% | -$779K |
|
553
Sotera Health
SHC
$4.52B
| $19.8M | 0.01% |
1,049,163
+42,797
| +4% | +$806K |
|
554
APi Group
APG
$14.6B
| $19.7M | 0.01% |
1,084,032
+303,919
| +39% | +$5.52M |
|
555
HubSpot
HUBS
$26.5B
| $19.7M | 0.01% |
36,962
+203
| +0.6% | +$108K |
|
556
Kaiser Aluminum
KALU
$1.24B
| $19.4M | 0.01% |
271,422
-5
| -0% | -$358 |
|
557
Hanmi Financial
HAFC
$757M
| $19.2M | 0.01% |
1,285,652
-23
| -0% | -$343 |
|
|
SASR
558
DELISTED
Sandy Spring Bancorp Inc
SASR
| $19M | 0.01% |
839,703
+35,570
| +4% | +$807K |
|
559
Cushman & Wakefield
CWK
$3.79B
| $19M | 0.01% |
2,326,845
+484,610
| +26% | +$3.96M |
|
560
UMB Financial
UMBF
$9.54B
| $18.9M | 0.01% |
310,939
-38,768
| -11% | -$2.36M |
|
561
Amicus Therapeutics
FOLD
$2.46B
| $18.6M | 0.01% |
+1,481,286
| New | +$18.6M |
|
562
United Airlines
UAL
$34.2B
| $18.5M | 0.01% |
337,047
+133,682
| +66% | +$7.34M |
|
563
CryoPort
CYRX
$503M
| $18.2M | 0.01% |
1,057,505
+212,626
| +25% | +$3.67M |
|
564
TaskUs
TASK
$1.58B
| $18M | 0.01% |
1,589,741
-2,466,750
| -61% | -$27.9M |
|
565
Dover
DOV
$24.4B
| $17.9M | 0.01% |
121,513
-2,551
| -2% | -$377K |
|
566
Sabre
SABR
$698M
| $17.9M | 0.01% |
5,619,635
-51,033
| -0.9% | -$163K |
|
567
Harmony Biosciences
HRMY
$1.96B
| $17.9M | 0.01% |
507,334
+96,397
| +23% | +$3.39M |
|
568
Silicon Laboratories
SLAB
$4.42B
| $17.8M | 0.01% |
112,847
+371
| +0.3% | +$58.5K |
|
569
Vesta Real Estate
VTMX
$2.4B
| $17.7M | 0.01% |
+549,137
| New | +$17.7M |
|
570
Box
BOX
$4.86B
| $17.7M | 0.01% |
601,050
+132,260
| +28% | +$3.89M |
|
571
AeroVironment
AVAV
$11.5B
| $17.4M | 0.01% |
170,532
-38,203
| -18% | -$3.91M |
|
572
Neurocrine Biosciences
NBIX
$14.3B
| $16.6M | 0.01% |
175,959
+7,695
| +5% | +$726K |
|
573
Altice USA
ATUS
$1.12B
| $16.5M | 0.01% |
5,463,699
+882,624
| +19% | +$2.67M |
|
574
Dropbox
DBX
$8.42B
| $16.3M | 0.01% |
611,726
-22,686
| -4% | -$605K |
|
575
SAP
SAP
$316B
| $16.3M | 0.01% |
119,162
+5,138
| +5% | +$703K |
|