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 |
Broadcom
AVGO
|
+$889M |
| 2 |
Mastercard
MA
|
+$731M |
| 3 |
Nasdaq
NDAQ
|
+$612M |
| 4 |
Wells Fargo
WFC
|
+$472M |
| 5 |
LPL Financial
LPLA
|
+$347M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$1.05B |
| 2 |
Visa
V
|
+$948M |
| 3 |
Salesforce
CRM
|
+$578M |
| 4 |
Canadian Pacific Kansas City
CP
|
+$515M |
| 5 |
Eli Lilly
LLY
|
+$482M |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Financials | 20.58% |
| 3 | Industrials | 13.15% |
| 4 | Healthcare | 11.03% |
| 5 | Consumer Discretionary | 7.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Evercore
EVR
$12.7B
| $22.1M | 0.01% |
81,959
-609,041
| -88% | -$164M |
|
602
nCino
NCNO
$3.52B
| $22.1M | 0.01% |
790,507
-1,546,174
| -66% | -$43.2M |
|
603
Cushman & Wakefield
CWK
$3.69B
| $22M | 0.01% |
1,990,792
-313,478
| -14% | -$3.47M |
|
604
AutoZone
AZO
$71.2B
| $21.9M | 0.01% |
5,898
-164
| -3% | -$609K |
|
605
STAG Industrial
STAG
$6.71B
| $21.7M | 0.01% |
598,231
-20,054
| -3% | -$728K |
|
606
GeneDx Holdings
WGS
$3.54B
| $21.7M | 0.01% |
+235,085
| New | +$21.7M |
|
607
National Fuel Gas
NFG
$7.8B
| $21.6M | 0.01% |
254,962
+33,328
| +15% | +$2.82M |
|
608
Amicus Therapeutics
FOLD
$2.48B
| $21.4M | 0.01% |
3,726,468
+450,097
| +14% | +$2.58M |
|
609
Kymera Therapeutics
KYMR
$3.13B
| $21.3M | 0.01% |
487,961
+67,916
| +16% | +$2.96M |
|
|
TWO
610
Two Harbors Investment
TWO
$1.05B
| $21.2M | 0.01% |
1,971,759
-98,526
| -5% | -$1.06M |
|
611
FirstService
FSV
$9.38B
| $20.7M | 0.01% |
118,416
-2,622
| -2% | -$458K |
|
612
Ionis Pharmaceuticals
IONS
$10.1B
| $20.5M | 0.01% |
+519,184
| New | +$20.5M |
|
|
KRMN
613
Karman Holdings Inc.
KRMN
$8.33B
| $20.4M | 0.01% |
405,818
-611,089
| -60% | -$30.8M |
|
614
Harmony Biosciences
HRMY
$1.93B
| $20.4M | 0.01% |
644,530
-109,017
| -14% | -$3.44M |
|
615
Archer Daniels Midland
ADM
$29.2B
| $20.2M | 0.01% |
383,356
-4,313
| -1% | -$228K |
|
616
ATS Corp
ATS
$2.61B
| $20.1M | 0.01% |
631,114
+118,008
| +23% | +$3.76M |
|
617
Zoom
ZM
$25.2B
| $20M | 0.01% |
256,473
+107,669
| +72% | +$8.4M |
|
618
Arista Networks
ANET
$189B
| $20M | 0.01% |
195,328
-343,876
| -64% | -$35.2M |
|
619
TFI International
TFII
$7.66B
| $19.8M | 0.01% |
220,279
+63,745
| +41% | +$5.72M |
|
620
Kinross Gold
KGC
$27.8B
| $19.5M | 0.01% |
1,248,436
+1,230,514
| +6,866% | +$19.2M |
|
621
iRhythm Technologies
IRTC
$5.91B
| $19.5M | 0.01% |
+126,455
| New | +$19.5M |
|
622
Kadant
KAI
$3.71B
| $19.5M | 0.01% |
+61,288
| New | +$19.5M |
|
623
Bloom Energy
BE
$15.3B
| $19.2M | 0.01% |
803,800
+97,721
| +14% | +$2.34M |
|
624
Incyte
INCY
$16.6B
| $19M | 0.01% |
278,960
+80,860
| +41% | +$5.51M |
|
625
Certara
CERT
$1.71B
| $18.7M | 0.01% |
1,600,520
-214,825
| -12% | -$2.51M |
|