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 |
Boston Scientific
BSX
|
+$1.3B |
| 2 |
Progressive
PGR
|
+$794M |
| 3 |
Morgan Stanley
MS
|
+$701M |
| 4 |
Icon
ICLR
|
+$474M |
| 5 |
Fiserv
FI
|
+$462M |
Top Sells
| 1 |
Zimmer Biomet
ZBH
|
+$912M |
| 2 |
State Street
STT
|
+$775M |
| 3 |
Accenture
ACN
|
+$578M |
| 4 |
Alibaba
BABA
|
+$562M |
| 5 |
Goldman Sachs
GS
|
+$480M |
Sector Composition
| 1 | Technology | 21.43% |
| 2 | Financials | 18.37% |
| 3 | Healthcare | 14.91% |
| 4 | Industrials | 13.45% |
| 5 | Communication Services | 8.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
BrightView Holdings
BV
$1.3B
| $26.9M | 0.01% |
1,593,602
-45,367
| -3% | -$765K |
|
577
Micron Technology
MU
$157B
| $26.7M | 0.01% |
303,188
+300,222
| +10,122% | +$26.5M |
|
|
SASR
578
DELISTED
Sandy Spring Bancorp Inc
SASR
| $26.3M | 0.01% |
605,649
-12,653
| -2% | -$550K |
|
|
AGCB
579
DELISTED
Altimeter Growth Corp. 2
AGCB
| $26.3M | 0.01% |
+2,532,984
| New | +$26.3M |
|
580
Advanced Drainage Systems
WMS
$10.8B
| $26.3M | 0.01% |
254,140
+129,936
| +105% | +$13.4M |
|
581
Twilio
TWLO
$16.2B
| $25.6M | 0.01% |
75,176
+11,012
| +17% | +$3.75M |
|
582
Broadcom
AVGO
$1.71T
| $25.5M | 0.01% |
550,880
+541,510
| +5,779% | +$25.1M |
|
|
SUM
583
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $25.4M | 0.01% |
921,352
-926,041
| -50% | -$25.5M |
|
584
CCC Intelligent Solutions
CCCS
$6.23B
| $25M | 0.01% |
+2,462,980
| New | +$25M |
|
585
Enerpac Tool Group
EPAC
$2.27B
| $24.8M | 0.01% |
950,258
-164,193
| -15% | -$4.29M |
|
586
Expro
XPRO
$1.42B
| $24.7M | 0.01% |
1,160,645
-214,900
| -16% | -$4.58M |
|
587
Lyft
LYFT
$7.79B
| $24.7M | 0.01% |
+390,486
| New | +$24.7M |
|
588
CSX Corp
CSX
$59.5B
| $24.5M | 0.01% |
762,606
-290,955
| -28% | -$9.35M |
|
589
Mercado Libre
MELI
$118B
| $24M | 0.01% |
16,304
+3,820
| +31% | +$5.62M |
|
590
ACI Worldwide
ACIW
$5.15B
| $24M | 0.01% |
630,256
-114,734
| -15% | -$4.37M |
|
|
FTCH
591
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
| $23.4M | 0.01% |
440,391
+2,353
| +0.5% | +$125K |
|
592
Viant Technology
DSP
$161M
| $23.1M | 0.01% |
+436,405
| New | +$23.1M |
|
|
DGNR.U
593
DELISTED
Dragoneer Growth Opportunities Corp. Units, each consisting of one Class A ordinary share, and one-f
DGNR.U
| $23M | 0.01% |
2,215,314
+10,013
| +0.5% | +$104K |
|
594
Stoneridge
SRI
$227M
| $22.8M | 0.01% |
715,268
-37,956
| -5% | -$1.21M |
|
595
Fortis
FTS
$24.6B
| $22.6M | 0.01% |
520,424
+19,698
| +4% | +$854K |
|
|
DISCA
596
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $22.4M | 0.01% |
+515,654
| New | +$22.4M |
|
597
BioAtla
BCAB
$40.5M
| $21.6M | 0.01% |
424,237
-75,634
| -15% | -$3.85M |
|
598
Forward Air
FWRD
$901M
| $21.2M | 0.01% |
238,638
+15,574
| +7% | +$1.38M |
|
599
Kratos Defense & Security Solutions
KTOS
$11B
| $21M | 0.01% |
768,053
-1,032,813
| -57% | -$28.2M |
|
600
Outset Medical
OM
$242M
| $20.6M | 0.01% |
25,225
+4,806
| +24% | +$3.92M |
|