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 |
Marsh & McLennan
MMC
|
+$497M |
| 2 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
+$476M |
| 3 |
DuPont de Nemours
DD
|
+$395M |
| 4 |
FirstEnergy
FE
|
+$358M |
| 5 |
Becton Dickinson
BDX
|
+$324M |
Top Sells
| 1 |
Omnicom Group
OMC
|
+$605M |
| 2 |
General Mills
GIS
|
+$532M |
| 3 |
Accenture
ACN
|
+$434M |
| 4 |
Johnson Controls International
JCI
|
+$295M |
| 5 |
Coty
COTY
|
+$284M |
Sector Composition
| 1 | Financials | 20.3% |
| 2 | Technology | 17.25% |
| 3 | Healthcare | 15.63% |
| 4 | Industrials | 14.19% |
| 5 | Communication Services | 7.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Novartis
NVS
$248B
| $15.4M | 0.01% |
168,448
-24,301
| -13% | -$2.22M |
|
577
LXP Industrial Trust
LXP
$2.69B
| $15.4M | 0.01% |
+1,633,904
| New | +$15.4M |
|
578
WisdomTree India Earnings Fund ETF
EPI
$2.9B
| $15M | 0.01% |
574,211
+206,967
| +56% | +$5.39M |
|
579
TechnipFMC
FTI
$16.1B
| $15M | 0.01% |
775,235
-1,287
| -0.2% | -$24.8K |
|
|
SASR
580
DELISTED
Sandy Spring Bancorp Inc
SASR
| $14.8M | 0.01% |
424,831
-112,554
| -21% | -$3.93M |
|
581
Pinterest
PINS
$24.8B
| $14.8M | 0.01% |
+541,934
| New | +$14.8M |
|
582
iRhythm Technologies
IRTC
$5.99B
| $14.7M | 0.01% |
185,429
+38,914
| +27% | +$3.08M |
|
|
TGH
583
DELISTED
Textainer Group Holdings limited
TGH
| $14.5M | 0.01% |
1,434,775
+247,930
| +21% | +$2.5M |
|
|
ENBL
584
DELISTED
ENABLE MIDSTREAM PARTNERS, LP
ENBL
| $14.3M | 0.01% |
1,043,977
| – | – |
|
585
Forrester Research
FORR
$190M
| $14.2M | 0.01% |
301,355
+18,175
| +6% | +$855K |
|
586
Western Digital
WDC
$32.8B
| $14.2M | 0.01% |
394,167
-187,560
| -32% | -$6.74M |
|
587
Amicus Therapeutics
FOLD
$2.46B
| $14.1M | 0.01% |
1,130,944
+112,845
| +11% | +$1.41M |
|
588
American Water Works
AWK
$27.3B
| $14.1M | 0.01% |
121,348
+4,018
| +3% | +$466K |
|
589
CVB Financial
CVBF
$2.78B
| $13.9M | 0.01% |
+662,516
| New | +$13.9M |
|
|
NVRO
590
DELISTED
NEVRO CORP.
NVRO
| $13.9M | 0.01% |
214,254
+34,625
| +19% | +$2.24M |
|
|
GWPH
591
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
| $13.6M | 0.01% |
78,713
+7,085
| +10% | +$1.22M |
|
|
SILK
592
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $13.4M | 0.01% |
+276,661
| New | +$13.4M |
|
593
CTS Corp
CTS
$1.24B
| $13.3M | 0.01% |
482,954
+2,797
| +0.6% | +$77.1K |
|
594
Mesa Laboratories
MLAB
$351M
| $13.2M | 0.01% |
54,187
-19,327
| -26% | -$4.72M |
|
595
Methanex
MEOH
$3.02B
| $13.1M | 0.01% |
287,271
-152,676
| -35% | -$6.94M |
|
596
WisdomTree
WT
$2B
| $13M | 0.01% |
2,103,015
+12,344
| +0.6% | +$76.2K |
|
|
MDSO
597
DELISTED
Medidata Solutions, Inc.
MDSO
| $12.8M | 0.01% |
141,932
-41,621
| -23% | -$3.77M |
|
598
Incyte
INCY
$16.9B
| $12.8M | 0.01% |
150,528
+47,186
| +46% | +$4.01M |
|
|
CHX
599
DELISTED
ChampionX
CHX
| $12.7M | 0.01% |
379,685
+75,026
| +25% | +$2.52M |
|
600
Waste Management
WM
$88.3B
| $12.6M | 0.01% |
109,465
-193,164
| -64% | -$22.3M |
|