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 | $567M | |
| 2 | $383M | |
| 3 | $351M | |
| 4 | $345M | |
| 5 | $306M |
Top Sells
| 1 | $1.38B | |
| 2 | $891M | |
| 3 | $795M | |
| 4 | $790M | |
| 5 | $712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.43% |
| 3 | Industrials | 12.35% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.91% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $19.1M | 0.01% | 1,000,275 -24,245 | -2% | -$463K | |||
| $18.7M | 0.01% | 70,108 -47,497 | -40% | -$12.7M | |||
| $18.7M | 0.01% | 1,879,972 -45,287 | -2% | -$450K | |||
| $18.6M | 0.01% | 387,669 -3,319 | -0.9% | -$159K | |||
| $18.2M | 0.01% | 502,023 +1,306 | +0.3% | +$47.3K | |||
| $18M | 0.01% | 1,815,345 -2,268,595 | -56% | -$22.5M | |||
| $17.6M | 0.01% | 221,634 +29,959 | +16% | +$2.37M | |||
| $17.5M | 0.01% | 842,277 -576,328 | -41% | -$12M | |||
| $17.5M | 0.01% | 764,671 +1,768 | +0.2% | +$40.4K | |||
| $17.3M | 0.01% | +109,178 | New | +$17.3M | |||
| $17.2M | 0.01% | 117,361 +18,902 | +19% | +$2.76M | |||
| $17.1M | 0.01% | 2,306,312 -1,064,607 | -32% | -$7.91M | |||
| $17.1M | 0.01% | 1,012,435 -24,464 | -2% | -$414K | |||
| $16.7M | 0.01% | 150,661 +330 | +0.2% | +$36.5K | |||
| $16.2M | 0.01% | +360,249 | New | +$16.2M | |||
| $15.6M | 0.01% | 354,505 -238,140 | -40% | -$10.5M | |||
| $15.4M | 0.01% | 416,192 +156,966 | +61% | +$5.82M | |||
| $15.3M | 0.01% | 610,167 -462,767 | -43% | -$11.6M | |||
| $15.3M | 0.01% | 1,044,415 -8,940 | -0.9% | -$131K | |||
| $15.2M | 0.01% | 260,638 -78,189 | -23% | -$4.56M | |||
| $15.1M | 0.01% | +199,491 | New | +$15.1M | |||
| $15M | 0.01% | 1,287,163 +829,484 | +181% | +$9.64M | |||
| $14.9M | 0.01% | 69,414 -2,090 | -3% | -$449K | |||
| $14.9M | ﹤0.01% | 178,157 +20,663 | +13% | +$1.73M | |||
| $14.9M | ﹤0.01% | 1,246,919 +302,305 | +32% | +$3.6M |
