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 |
Willis Towers Watson
WTW
|
+$462M |
| 2 |
Advanced Micro Devices
AMD
|
+$382M |
| 3 |
Prologis
PLD
|
+$325M |
| 4 |
Corteva
CTVA
|
+$323M |
| 5 |
Exelon
EXC
|
+$297M |
Top Sells
| 1 |
Thermo Fisher Scientific
TMO
|
+$668M |
| 2 |
Danaher
DHR
|
+$639M |
| 3 |
PPG Industries
PPG
|
+$501M |
| 4 |
UBS Group
UBS
|
+$432M |
| 5 |
Equifax
EFX
|
+$412M |
Sector Composition
| 1 | Technology | 20.07% |
| 2 | Financials | 18.5% |
| 3 | Healthcare | 14.93% |
| 4 | Industrials | 13.39% |
| 5 | Consumer Discretionary | 6.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
SS&C Technologies
SSNC
$21.7B
| $15.4M | 0.01% |
272,849
+26,980
| +11% | +$1.52M |
|
577
Procept Biorobotics
PRCT
$2.2B
| $15.4M | 0.01% |
542,318
+176,549
| +48% | +$5.01M |
|
578
Lamar Advertising Co
LAMR
$12.9B
| $15.3M | 0.01% |
+153,561
| New | +$15.3M |
|
579
Manchester United
MANU
$2.73B
| $15.1M | 0.01% |
681,395
-2,746,879
| -80% | -$60.8M |
|
580
Roblox
RBLX
$91.4B
| $14.6M | 0.01% |
324,617
-1,488
| -0.5% | -$66.9K |
|
581
IQVIA
IQV
$32.2B
| $14.4M | ﹤0.01% |
72,569
+33,231
| +84% | +$6.61M |
|
582
SAP
SAP
$316B
| $14.4M | ﹤0.01% |
114,024
+1,517
| +1% | +$192K |
|
583
Marathon Petroleum
MPC
$55.1B
| $13.8M | ﹤0.01% |
102,337
-32,918
| -24% | -$4.44M |
|
584
Dropbox
DBX
$8.42B
| $13.7M | ﹤0.01% |
634,412
-53,169
| -8% | -$1.15M |
|
585
Kratos Defense & Security Solutions
KTOS
$10.9B
| $13.6M | ﹤0.01% |
1,008,558
-173
| -0% | -$2.33K |
|
586
Coca-Cola Femsa
KOF
$17.8B
| $13.5M | ﹤0.01% |
167,428
-163
| -0.1% | -$13.1K |
|
587
Altria Group
MO
$111B
| $13.5M | ﹤0.01% |
301,593
+214,840
| +248% | +$9.59M |
|
588
Harmony Biosciences
HRMY
$1.96B
| $13.4M | ﹤0.01% |
410,937
+70,834
| +21% | +$2.31M |
|
589
Autoliv
ALV
$9.66B
| $13.1M | ﹤0.01% |
140,519
+28,144
| +25% | +$2.63M |
|
590
Hologic
HOLX
$14.8B
| $13.1M | ﹤0.01% |
162,025
-1,220,880
| -88% | -$98.5M |
|
591
Align Technology
ALGN
$9.85B
| $12.8M | ﹤0.01% |
38,314
-14,382
| -27% | -$4.81M |
|
592
Berkshire Hathaway Class B
BRK.B
$1.06T
| $12.6M | ﹤0.01% |
40,812
-1,354
| -3% | -$418K |
|
593
Box
BOX
$4.86B
| $12.6M | ﹤0.01% |
468,790
+121,282
| +35% | +$3.25M |
|
594
Grupo Aeroportuario del Sureste
ASR
$10.2B
| $12.5M | ﹤0.01% |
40,732
+152
| +0.4% | +$46.6K |
|
|
SWTX
595
DELISTED
SpringWorks Therapeutics
SWTX
| $12.4M | ﹤0.01% |
481,839
+59,760
| +14% | +$1.54M |
|
596
CrowdStrike
CRWD
$106B
| $12.3M | ﹤0.01% |
89,261
-30,733
| -26% | -$4.22M |
|
597
UGI
UGI
$7.37B
| $12.2M | ﹤0.01% |
350,861
+34,739
| +11% | +$1.21M |
|
598
Textron
TXT
$14.4B
| $11.8M | ﹤0.01% |
167,464
-1,796
| -1% | -$127K |
|
599
Pinduoduo
PDD
$179B
| $11.8M | ﹤0.01% |
155,047
-10,488
| -6% | -$796K |
|
600
APi Group
APG
$14.6B
| $11.7M | ﹤0.01% |
780,113
-51,094
| -6% | -$766K |
|