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 |
Boeing
BA
|
+$1.35B |
| 2 |
Flutter Entertainment
FLUT
|
+$828M |
| 3 |
Mondelez International
MDLZ
|
+$595M |
| 4 |
KKR & Co
KKR
|
+$552M |
| 5 |
Salesforce
CRM
|
+$548M |
Top Sells
| 1 |
Charter Communications
CHTR
|
+$979M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$744M |
| 3 |
Accenture
ACN
|
+$735M |
| 4 |
Boston Scientific
BSX
|
+$724M |
| 5 |
Eaton
ETN
|
+$527M |
Sector Composition
| 1 | Technology | 22.22% |
| 2 | Financials | 19.01% |
| 3 | Healthcare | 13.21% |
| 4 | Industrials | 12.84% |
| 5 | Consumer Discretionary | 6.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Corsair Gaming
CRSR
$929M
| $25M | 0.01% |
2,027,390
+631,405
| +45% | +$7.79M |
|
552
Bank of Hawaii
BOH
$2.7B
| $24.9M | 0.01% |
398,582
-110,351
| -22% | -$6.88M |
|
553
Axcelis
ACLS
$2.62B
| $24.3M | 0.01% |
+217,637
| New | +$24.3M |
|
554
Viking Therapeutics
VKTX
$2.91B
| $24.1M | 0.01% |
293,585
-369,570
| -56% | -$30.3M |
|
555
Emerson Electric
EMR
$75.2B
| $24M | 0.01% |
211,494
+5,968
| +3% | +$677K |
|
556
Autoliv
ALV
$9.63B
| $24M | 0.01% |
198,973
+28,104
| +16% | +$3.38M |
|
557
Warner Bros
WBD
$31B
| $23.9M | 0.01% |
2,732,774
-31,829
| -1% | -$278K |
|
558
Procept Biorobotics
PRCT
$2.09B
| $23.5M | 0.01% |
476,505
-95,078
| -17% | -$4.7M |
|
559
Tenaris
TS
$18.5B
| $23.4M | 0.01% |
595,019
-952
| -0.2% | -$37.4K |
|
560
AvidXchange
AVDX
$2.06B
| $23.3M | 0.01% |
1,774,794
-8,481
| -0.5% | -$112K |
|
561
AutoZone
AZO
$71.1B
| $23M | 0.01% |
7,300
-2,643
| -27% | -$8.33M |
|
|
SWTX
562
DELISTED
SpringWorks Therapeutics
SWTX
| $22.9M | 0.01% |
465,856
-2,222
| -0.5% | -$109K |
|
563
Zumiez
ZUMZ
$356M
| $22.6M | 0.01% |
1,488,655
-5,551
| -0.4% | -$84.3K |
|
564
APi Group
APG
$14.6B
| $22.5M | 0.01% |
860,633
-434,403
| -34% | -$11.4M |
|
565
Invesco
IVZ
$9.88B
| $21.9M | 0.01% |
1,321,758
-1,222,807
| -48% | -$20.3M |
|
566
Vesta Real Estate
VTMX
$2.38B
| $21.8M | 0.01% |
555,173
-109,124
| -16% | -$4.28M |
|
567
Schrodinger
SDGR
$1.34B
| $21.6M | 0.01% |
+800,529
| New | +$21.6M |
|
568
Ardagh Metal Packaging
AMBP
$2.1B
| $21.4M | 0.01% |
6,239,979
-23,262
| -0.4% | -$79.8K |
|
569
FirstService
FSV
$9.32B
| $21.2M | 0.01% |
128,127
+1,060
| +0.8% | +$176K |
|
570
Baidu
BIDU
$37B
| $21M | 0.01% |
199,870
+4,183
| +2% | +$440K |
|
571
Neurocrine Biosciences
NBIX
$14B
| $20.9M | 0.01% |
151,873
-23,904
| -14% | -$3.3M |
|
572
Infosys
INFY
$70.4B
| $20.4M | 0.01% |
1,137,770
+629,538
| +124% | +$11.3M |
|
573
Immunocore
IMCR
$1.83B
| $20.2M | 0.01% |
311,121
-1,487
| -0.5% | -$96.7K |
|
574
Cheniere Energy
LNG
$52.1B
| $19.9M | 0.01% |
123,104
+5,840
| +5% | +$942K |
|
575
ATS Corp
ATS
$2.58B
| $19.7M | 0.01% |
585,107
+75,262
| +15% | +$2.54M |
|