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 | |
|---|---|---|---|---|---|---|---|
| $24M | 0.01% | 270,996 +1,006 | +0.4% | +$89K | |||
| $24M | 0.01% | 670,139 +505,979 | +308% | +$18.1M | |||
| $23.9M | 0.01% | 177,673 -14,988 | -8% | -$2.01M | |||
| $23.8M | 0.01% | 278,229 | New | +$23.8M | |||
| $23.7M | 0.01% | 332,387 -8,075 | -2% | -$576K | |||
| $23.6M | 0.01% | 46,510 +3,483 | +8% | +$1.77M | |||
| $23.5M | 0.01% | 2,304,270 -57,088 | -2% | -$583K | |||
| $23.4M | 0.01% | 169,986 +58,656 | +53% | +$8.09M | |||
| $23.2M | 0.01% | 3,901,593 -94,607 | -2% | -$563K | |||
| $23.2M | 0.01% | 156,085 -110,761 | -42% | -$16.5M | |||
| $23.1M | 0.01% | 6,062 -197 | -3% | -$751K | |||
| $23.1M | 0.01% | 138,508 +33,292 | +32% | +$5.55M | |||
| $23M | 0.01% | 50,653 -339,243 | -87% | -$154M | |||
| $22.8M | 0.01% | 45,760 +14,111 | +45% | +$7.02M | |||
| $22.6M | 0.01% | 1,267,351 +3,849 | +0.3% | +$68.7K | |||
| $22.3M | 0.01% | 618,285 -4,014,022 | -87% | -$145M | |||
| $21.9M | 0.01% | 820,056 +76,111 | +10% | +$2.03M | |||
| $21.3M | 0.01% | 713,854 +109,655 | +18% | +$3.27M | |||
| $21M | 0.01% | 1,555,403 -37,667 | -2% | -$510K | |||
| $20.3M | 0.01% | 476,499 | New | +$20.3M | |||
| $20.2M | 0.01% | 313,257 -1,825,116 | -85% | -$118M | |||
| $20.2M | 0.01% | 256,683 | New | +$20.2M | |||
| $20.2M | 0.01% | 102,686 -32,550 | -24% | -$6.41M | |||
| $20.1M | 0.01% | 121,038 -1,865 | -2% | -$309K | |||
| $19.7M | 0.01% | 440,848 +277,066 | +169% | +$12.4M |
