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 |
Chubb
CB
|
+$456M |
| 2 |
Cigna
CI
|
+$333M |
| 3 |
Medtronic
MDT
|
+$283M |
| 4 |
Union Pacific
UNP
|
+$273M |
| 5 |
Alibaba
BABA
|
+$268M |
Top Sells
| 1 |
CB
CHUBB CORPORATION
CB
|
+$584M |
| 2 |
RTX Corp
RTX
|
+$267M |
| 3 |
Accenture
ACN
|
+$193M |
| 4 |
Bristol-Myers Squibb
BMY
|
+$182M |
| 5 |
Colgate-Palmolive
CL
|
+$159M |
Sector Composition
| 1 | Financials | 17.49% |
| 2 | Healthcare | 17.11% |
| 3 | Technology | 14.31% |
| 4 | Industrials | 13.42% |
| 5 | Communication Services | 9.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Autodesk
ADSK
$69B
| $10.1M | 0.01% |
173,737
-29,036
| -14% | -$1.69M |
|
577
Seagate
STX
$41.1B
| $10.1M | 0.01% |
292,654
+229
| +0.1% | +$7.89K |
|
|
ZOES
578
DELISTED
Zoe's Kitchen, Inc.
ZOES
| $9.98M | 0.01% |
255,863
-46,282
| -15% | -$1.8M |
|
579
Align Technology
ALGN
$9.64B
| $9.87M | 0.01% |
135,781
-38,728
| -22% | -$2.82M |
|
580
Idexx Laboratories
IDXX
$51B
| $9.79M | 0.01% |
124,965
-147,354
| -54% | -$11.5M |
|
581
SAP
SAP
$303B
| $9.47M | ﹤0.01% |
117,748
+6,933
| +6% | +$558K |
|
|
MPSX
582
DELISTED
Multi Packaging Solutions Intl.
MPSX
| $9.44M | ﹤0.01% |
581,351
+59,918
| +11% | +$972K |
|
583
Banco Santander Chile
BSAC
$12.2B
| $9.43M | ﹤0.01% |
487,203
-172,854
| -26% | -$3.34M |
|
|
IM
584
DELISTED
Ingram Micro
IM
| $9.36M | ﹤0.01% |
260,505
-3,049,764
| -92% | -$110M |
|
|
TIME
585
DELISTED
Time Inc.
TIME
| $9.23M | ﹤0.01% |
597,569
-5,890
| -1% | -$90.9K |
|
|
EE
586
DELISTED
El Paso Electric Company
EE
| $8.92M | ﹤0.01% |
194,423
+19,030
| +11% | +$873K |
|
587
Vail Resorts
MTN
$5.37B
| $8.9M | ﹤0.01% |
+66,525
| New | +$8.9M |
|
|
SAVE
588
DELISTED
Spirit Airlines, Inc.
SAVE
| $8.86M | ﹤0.01% |
184,619
+8,654
| +5% | +$415K |
|
|
SIR
589
DELISTED
SELECT INCOME REIT
SIR
| $8.7M | ﹤0.01% |
858,189
+83,993
| +11% | +$851K |
|
590
WisdomTree India Earnings Fund ETF
EPI
$2.93B
| $8.21M | ﹤0.01% |
420,903
-191,277
| -31% | -$3.73M |
|
591
First Interstate BancSystem
FIBK
$3.37B
| $8.21M | ﹤0.01% |
291,713
+22,838
| +8% | +$642K |
|
|
SBNY
592
DELISTED
Signature Bank
SBNY
| $8.17M | ﹤0.01% |
60,002
+30,265
| +102% | +$4.12M |
|
|
ENBL
593
DELISTED
ENABLE MIDSTREAM PARTNERS, LP
ENBL
| $7.88M | ﹤0.01% |
920,567
-984,363
| -52% | -$8.43M |
|
594
Hilton Worldwide
HLT
$64.2B
| $7.88M | ﹤0.01% |
116,597
+3,589
| +3% | +$242K |
|
595
HEICO
HEI
$44.1B
| $7.83M | ﹤0.01% |
+317,788
| New | +$7.83M |
|
596
Resources Connection
RGP
$167M
| $7.77M | ﹤0.01% |
499,394
-6,070
| -1% | -$94.5K |
|
|
UTEK
597
DELISTED
Ultratech Inc.
UTEK
| $7.48M | ﹤0.01% |
342,320
-40,740
| -11% | -$890K |
|
598
Webster Financial
WBS
$10.2B
| $7.47M | ﹤0.01% |
+208,179
| New | +$7.47M |
|
599
Plexus
PLXS
$3.71B
| $7.43M | ﹤0.01% |
187,957
+15,610
| +9% | +$617K |
|
|
JOY
600
DELISTED
Joy Global Inc
JOY
| $7.28M | ﹤0.01% |
452,761
+34,795
| +8% | +$559K |
|