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 |
Tesla
TSLA
|
+$2.31B |
| 2 |
Atlassian
TEAM
|
+$687M |
| 3 |
Autodesk
ADSK
|
+$682M |
| 4 |
Netflix
NFLX
|
+$663M |
| 5 |
Boeing
BA
|
+$620M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$1.37B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.24B |
| 3 |
Visa
V
|
+$898M |
| 4 |
Cadence Design Systems
CDNS
|
+$791M |
| 5 |
JPMorgan Chase
JPM
|
+$745M |
Sector Composition
| 1 | Technology | 22.04% |
| 2 | Financials | 20.25% |
| 3 | Industrials | 12.48% |
| 4 | Healthcare | 11.1% |
| 5 | Consumer Discretionary | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Deere & Co
DE
$129B
| $28.5M | 0.01% |
+67,155
| New | +$28.5M |
|
552
GCM Grosvenor
GCMG
$678M
| $28.4M | 0.01% |
2,318,318
-167,615
| -7% | -$2.06M |
|
553
IQVIA
IQV
$32.2B
| $28M | 0.01% |
142,249
+7,546
| +6% | +$1.48M |
|
554
Penumbra
PEN
$11.2B
| $27.9M | 0.01% |
117,605
-46,898
| -29% | -$11.1M |
|
555
Knife River
KNF
$4.47B
| $27.7M | 0.01% |
+272,973
| New | +$27.7M |
|
556
GDS Holdings
GDS
$6.56B
| $27.7M | 0.01% |
1,166,665
-37,991
| -3% | -$903K |
|
557
Urban Edge Properties
UE
$2.65B
| $27.6M | 0.01% |
+1,282,969
| New | +$27.6M |
|
558
EXL Service
EXLS
$7.13B
| $27.5M | 0.01% |
619,818
-198,787
| -24% | -$8.82M |
|
559
Procept Biorobotics
PRCT
$2.2B
| $27.3M | 0.01% |
338,827
-28,729
| -8% | -$2.31M |
|
560
Warner Bros
WBD
$30.4B
| $27.3M | 0.01% |
2,580,051
-20,236
| -0.8% | -$214K |
|
561
Chemours
CC
$2.5B
| $26.9M | 0.01% |
1,593,070
+66,962
| +4% | +$1.13M |
|
562
Nu Holdings
NU
$74.7B
| $26.9M | 0.01% |
+2,595,954
| New | +$26.9M |
|
563
Corsair Gaming
CRSR
$930M
| $26.5M | 0.01% |
4,004,363
-33,595
| -0.8% | -$222K |
|
564
Pinterest
PINS
$24.8B
| $26.4M | 0.01% |
911,315
+67,128
| +8% | +$1.95M |
|
565
McDonald's
MCD
$223B
| $26.1M | 0.01% |
90,185
+80
| +0.1% | +$23.2K |
|
566
Cisco
CSCO
$266B
| $26.1M | 0.01% |
440,169
+124,529
| +39% | +$7.37M |
|
567
TriMas Corp
TRS
$1.56B
| $25.9M | 0.01% |
1,054,487
-4,988
| -0.5% | -$123K |
|
|
SUM
568
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $25.6M | 0.01% |
505,266
-7,134,532
| -93% | -$361M |
|
|
GOOS
569
Canada Goose Holdings
GOOS
$1.45B
| $25.5M | 0.01% |
2,542,222
-278,500
| -10% | -$2.79M |
|
570
TFI International
TFII
$7.68B
| $25.4M | 0.01% |
188,352
+10,443
| +6% | +$1.41M |
|
571
Maravai LifeSciences
MRVI
$385M
| $25.4M | 0.01% |
4,664,210
+1,062,485
| +29% | +$5.79M |
|
572
UFP Technologies
UFPT
$1.57B
| $25.3M | 0.01% |
103,574
+14,928
| +17% | +$3.65M |
|
573
LXP Industrial Trust
LXP
$2.68B
| $25.1M | 0.01% |
3,091,215
-850,008
| -22% | -$6.9M |
|
|
TWO
574
Two Harbors Investment
TWO
$1.07B
| $25.1M | 0.01% |
2,120,485
-10,060
| -0.5% | -$119K |
|
575
Patrick Industries
PATK
$3.72B
| $24.9M | 0.01% |
300,254
-1,644
| -0.5% | -$137K |
|