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 |
Flutter Entertainment
FLUT
|
+$849M |
| 2 |
Intuitive Surgical
ISRG
|
+$559M |
| 3 |
CDW
CDW
|
+$416M |
| 4 |
Philip Morris
PM
|
+$408M |
| 5 |
PACCAR
PCAR
|
+$325M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$1.92B |
| 2 |
TSMC
TSM
|
+$789M |
| 3 |
Microsoft
MSFT
|
+$708M |
| 4 |
JPMorgan Chase
JPM
|
+$636M |
| 5 |
Eli Lilly
LLY
|
+$561M |
Sector Composition
| 1 | Technology | 21.52% |
| 2 | Financials | 19.51% |
| 3 | Healthcare | 12.79% |
| 4 | Industrials | 12.46% |
| 5 | Consumer Discretionary | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BPMC
576
DELISTED
Blueprint Medicines
BPMC
| $23.3M | 0.01% |
252,236
+82,693
| +49% | +$7.65M |
|
577
FirstService
FSV
$9.38B
| $23.2M | 0.01% |
127,230
-1,273
| -1% | -$232K |
|
578
European Wax Center
EWCZ
$161M
| $22.7M | 0.01% |
3,334,532
+155,875
| +5% | +$1.06M |
|
579
Emerson Electric
EMR
$75.3B
| $22.1M | 0.01% |
201,776
-8,022
| -4% | -$877K |
|
580
Zscaler
ZS
$43.9B
| $21.6M | 0.01% |
126,564
-5,009
| -4% | -$856K |
|
581
AutoZone
AZO
$71.2B
| $21.6M | 0.01% |
6,864
-89
| -1% | -$280K |
|
582
NRG Energy
NRG
$31.3B
| $21.6M | 0.01% |
236,734
+54,165
| +30% | +$4.93M |
|
583
Verint Systems
VRNT
$1.23B
| $21.6M | 0.01% |
850,847
-383,823
| -31% | -$9.72M |
|
584
Kymera Therapeutics
KYMR
$3.13B
| $21.5M | 0.01% |
453,377
+47,507
| +12% | +$2.25M |
|
585
Warner Bros
WBD
$30.1B
| $21.5M | 0.01% |
2,600,287
-18,060
| -0.7% | -$149K |
|
586
Applovin
APP
$194B
| $21.3M | 0.01% |
163,003
-23,392
| -13% | -$3.05M |
|
587
IBM
IBM
$239B
| $21.1M | 0.01% |
95,529
+18,340
| +24% | +$4.05M |
|
588
Zumiez
ZUMZ
$363M
| $21M | 0.01% |
984,733
-374,679
| -28% | -$7.98M |
|
589
Baidu
BIDU
$36.8B
| $20.9M | 0.01% |
198,393
+906
| +0.5% | +$95.4K |
|
|
SWTX
590
DELISTED
SpringWorks Therapeutics
SWTX
| $20.6M | 0.01% |
643,192
+108,109
| +20% | +$3.46M |
|
591
Kemper
KMPR
$3.32B
| $20.5M | 0.01% |
335,140
+27,173
| +9% | +$1.66M |
|
592
Sabre
SABR
$679M
| $19.8M | 0.01% |
5,401,042
-699,847
| -11% | -$2.57M |
|
593
Cohu
COHU
$971M
| $19.4M | 0.01% |
755,268
-21,281
| -3% | -$547K |
|
594
Cable One
CABO
$891M
| $19.3M | 0.01% |
55,167
-131,597
| -70% | -$46M |
|
595
GE Vernova
GEV
$174B
| $19.3M | 0.01% |
75,598
-620,515
| -89% | -$158M |
|
596
WK Kellogg Co
KLG
$1.99B
| $19M | 0.01% |
1,112,336
-287,718
| -21% | -$4.92M |
|
597
Neurocrine Biosciences
NBIX
$14.1B
| $18.8M | 0.01% |
163,054
+7,069
| +5% | +$814K |
|
598
BridgeBio Pharma
BBIO
$10.1B
| $18.8M | 0.01% |
737,367
+139,104
| +23% | +$3.54M |
|
599
Wendy's
WEN
$1.87B
| $18.6M | 0.01% |
1,061,703
-7,374
| -0.7% | -$129K |
|
600
TTM Technologies
TTMI
$5.06B
| $18.6M | 0.01% |
+1,019,151
| New | +$18.6M |
|