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 |
Meta Platforms (Facebook)
META
|
+$1.49B |
| 2 |
Eli Lilly
LLY
|
+$784M |
| 3 |
NVIDIA
NVDA
|
+$544M |
| 4 |
Spotify
SPOT
|
+$510M |
| 5 |
Kenvue
KVUE
|
+$493M |
Top Sells
| 1 |
Adobe
ADBE
|
+$1.02B |
| 2 |
Thermo Fisher Scientific
TMO
|
+$698M |
| 3 |
Danaher
DHR
|
+$657M |
| 4 |
Intuit
INTU
|
+$622M |
| 5 |
Boston Scientific
BSX
|
+$562M |
Sector Composition
| 1 | Technology | 21.36% |
| 2 | Financials | 17.98% |
| 3 | Healthcare | 14.07% |
| 4 | Industrials | 13.34% |
| 5 | Consumer Discretionary | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SILK
576
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $16.2M | 0.01% |
498,340
+43,454
| +10% | +$1.41M |
|
577
Mobileye
MBLY
$11.3B
| $15.9M | 0.01% |
414,331
+3,291
| +0.8% | +$126K |
|
578
Lamar Advertising Co
LAMR
$12.8B
| $15.8M | 0.01% |
158,741
+5,180
| +3% | +$514K |
|
579
Autoliv
ALV
$9.63B
| $14.8M | ﹤0.01% |
174,378
+33,859
| +24% | +$2.88M |
|
580
JD.com
JD
$47.2B
| $14.5M | ﹤0.01% |
424,275
-33,878
| -7% | -$1.16M |
|
581
Collegium Pharmaceutical
COLL
$1.19B
| $14.3M | ﹤0.01% |
663,383
-6,104
| -0.9% | -$131K |
|
582
Adaptive Biotechnologies
ADPT
$1.89B
| $14.2M | ﹤0.01% |
2,119,609
-159,601
| -7% | -$1.07M |
|
583
Berkshire Hathaway Class B
BRK.B
$1.06T
| $14.1M | ﹤0.01% |
41,239
+427
| +1% | +$146K |
|
584
GoDaddy
GDDY
$20.1B
| $13.9M | ﹤0.01% |
185,219
-307,913
| -62% | -$23.1M |
|
585
Watsco
WSO
$15.8B
| $13.9M | ﹤0.01% |
36,366
-75
| -0.2% | -$28.6K |
|
|
XYZ
586
Block, Inc.
XYZ
$45B
| $13.6M | ﹤0.01% |
205,040
-2,035,780
| -91% | -$136M |
|
587
Cars.com
CARS
$815M
| $13.6M | ﹤0.01% |
684,200
-517,200
| -43% | -$10.3M |
|
|
SLRN
588
DELISTED
ACELYRIN
SLRN
| $13.4M | ﹤0.01% |
+641,068
| New | +$13.4M |
|
589
Corpay
CPAY
$21.5B
| $13.4M | ﹤0.01% |
53,309
-89,447
| -63% | -$22.5M |
|
|
SWTX
590
DELISTED
SpringWorks Therapeutics
SWTX
| $12.5M | ﹤0.01% |
477,362
-4,477
| -0.9% | -$117K |
|
591
Afya
AFYA
$1.38B
| $12.4M | ﹤0.01% |
882,319
+162,641
| +23% | +$2.28M |
|
592
Coca-Cola Femsa
KOF
$17.8B
| $12.2M | ﹤0.01% |
146,070
-21,358
| -13% | -$1.78M |
|
593
Marathon Petroleum
MPC
$55.2B
| $12M | ﹤0.01% |
102,593
+256
| +0.3% | +$29.9K |
|
594
Grupo Aeroportuario del Sureste
ASR
$10.1B
| $11.3M | ﹤0.01% |
40,761
+29
| +0.1% | +$8.05K |
|
595
Outset Medical
OM
$241M
| $11.2M | ﹤0.01% |
33,992
-310
| -0.9% | -$102K |
|
596
NOV
NOV
$4.85B
| $11.1M | ﹤0.01% |
693,487
+265,902
| +62% | +$4.27M |
|
597
Polaris
PII
$3.29B
| $11M | ﹤0.01% |
90,881
-88,978
| -49% | -$10.8M |
|
598
SS&C Technologies
SSNC
$21.6B
| $10.9M | ﹤0.01% |
179,101
-93,748
| -34% | -$5.68M |
|
599
Tronox
TROX
$755M
| $10.8M | ﹤0.01% |
+848,516
| New | +$10.8M |
|
600
Coca-Cola
KO
$292B
| $10.7M | ﹤0.01% |
177,946
-3,715
| -2% | -$224K |
|