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 |
Walt Disney
DIS
|
$3.51B |
| 2 |
Honeywell
HON
|
$3.1B |
| 3 |
Accenture
ACN
|
$3.09B |
| 4 |
Johnson & Johnson
JNJ
|
$3.05B |
| 5 |
RTX Corp
RTX
|
$3.01B |
Top Sells
Sector Composition
| 1 | Financials | 17.85% |
| 2 | Healthcare | 15.55% |
| 3 | Industrials | 14.53% |
| 4 | Technology | 11.46% |
| 5 | Communication Services | 8.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
First Interstate BancSystem
FIBK
$3.41B
| $3.92M | ﹤0.01% |
+189,043
| New | +$3.92M |
|
602
T-Mobile US
TMUS
$284B
| $3.65M | ﹤0.01% |
+146,965
| New | +$3.65M |
|
|
JNPR
603
DELISTED
Juniper Networks
JNPR
| $3.62M | ﹤0.01% |
+187,707
| New | +$3.62M |
|
604
Ternium
TX
$6.79B
| $3.55M | ﹤0.01% |
+157,061
| New | +$3.55M |
|
|
CHU
605
DELISTED
China Unicom (HONG KONG) Limited
CHU
| $3.55M | ﹤0.01% |
+270,053
| New | +$3.55M |
|
606
Halliburton
HAL
$18.8B
| $3.54M | ﹤0.01% |
+84,799
| New | +$3.54M |
|
607
Equinix
EQIX
$75.7B
| $3.53M | ﹤0.01% |
+19,125
| New | +$3.53M |
|
608
Sensient Technologies
SXT
$4.79B
| $3.5M | ﹤0.01% |
+86,440
| New | +$3.5M |
|
|
SASR
609
DELISTED
Sandy Spring Bancorp Inc
SASR
| $3.44M | ﹤0.01% |
+159,072
| New | +$3.44M |
|
610
Pediatrix Medical
MD
$1.49B
| $3.34M | ﹤0.01% |
+73,020
| New | +$3.34M |
|
611
MACOM Technology Solutions
MTSI
$9.67B
| $3.26M | ﹤0.01% |
+223,616
| New | +$3.26M |
|
|
URS
612
DELISTED
URS CORP
URS
| $3.25M | ﹤0.01% |
+68,725
| New | +$3.25M |
|
|
CSC
613
DELISTED
Computer Sciences
CSC
| $3.23M | ﹤0.01% |
+175,123
| New | +$3.23M |
|
|
PDCE
614
DELISTED
PDC Energy, Inc.
PDCE
| $3.22M | ﹤0.01% |
+62,580
| New | +$3.22M |
|
|
CKEC
615
DELISTED
Carmike Cinemas Inc
CKEC
| $3.2M | ﹤0.01% |
+165,260
| New | +$3.2M |
|
|
FWLT
616
DELISTED
FOSTER WHEELER AG (SWITZERLAND)
FWLT
| $3.2M | ﹤0.01% |
+147,235
| New | +$3.2M |
|
617
Televisa
TV
$1.56B
| $3.19M | ﹤0.01% |
+128,405
| New | +$3.19M |
|
|
BMR
618
DELISTED
BIOMED REALTY TRUST INC
BMR
| $3.19M | ﹤0.01% |
+157,500
| New | +$3.19M |
|
|
BRKL
619
DELISTED
Brookline Bancorp
BRKL
| $3.17M | ﹤0.01% |
+364,765
| New | +$3.17M |
|
620
Topgolf Callaway Brands
MODG
$1.7B
| $3.14M | ﹤0.01% |
+477,491
| New | +$3.14M |
|
|
AAN.A
621
DELISTED
AARON'S INC CL-A
AAN.A
| $3.11M | ﹤0.01% |
+111,100
| New | +$3.11M |
|
622
Marten Transport
MRTN
$957M
| $3.08M | ﹤0.01% |
+491,350
| New | +$3.08M |
|
623
Regional Management Corp
RM
$422M
| $3.07M | ﹤0.01% |
+122,660
| New | +$3.07M |
|
624
Delta Air Lines
DAL
$39.9B
| $3.06M | ﹤0.01% |
+163,360
| New | +$3.06M |
|
625
Royal Caribbean
RCL
$95.7B
| $3.05M | ﹤0.01% |
+91,520
| New | +$3.05M |
|