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 |
Truist Financial
TFC
|
+$1.06B |
| 2 |
FirstEnergy
FE
|
+$697M |
| 3 |
Elanco Animal Health
ELAN
|
+$452M |
| 4 |
Equifax
EFX
|
+$439M |
| 5 |
Dollar General
DG
|
+$289M |
Top Sells
| 1 |
Philip Morris
PM
|
+$812M |
| 2 |
Interpublic Group of Companies
IPG
|
+$511M |
| 3 |
DuPont de Nemours
DD
|
+$330M |
| 4 |
Wells Fargo
WFC
|
+$303M |
| 5 |
American Express
AXP
|
+$234M |
Sector Composition
| 1 | Financials | 19.51% |
| 2 | Technology | 17.57% |
| 3 | Healthcare | 15.78% |
| 4 | Industrials | 14.01% |
| 5 | Communication Services | 7.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
TripAdvisor
TRIP
$2B
| $11.1M | ﹤0.01% |
+215,517
| New | +$11.1M |
|
602
iRhythm Technologies
IRTC
$5.94B
| $11M | ﹤0.01% |
146,515
+30,128
| +26% | +$2.26M |
|
603
Forum Energy Technologies
FET
$316M
| $10.9M | ﹤0.01% |
106,739
-67,923
| -39% | -$6.94M |
|
604
Neurocrine Biosciences
NBIX
$14.1B
| $10.7M | ﹤0.01% |
121,584
+19,926
| +20% | +$1.76M |
|
605
Paycom
PAYC
$12.5B
| $10.6M | ﹤0.01% |
+56,153
| New | +$10.6M |
|
|
SRCL
606
DELISTED
Stericycle Inc
SRCL
| $10.6M | ﹤0.01% |
194,775
+50,595
| +35% | +$2.75M |
|
|
FBM
607
DELISTED
Foundation Building Materials, Inc. Common Stock
FBM
| $10.6M | ﹤0.01% |
1,075,016
-43,649
| -4% | -$430K |
|
|
DHR.PRA
608
DELISTED
Danaher Corporation 4.75% Mandatory Convertible Preferred Stock, Series A
DHR.PRA
| $10.5M | ﹤0.01% |
+10,000
| New | +$10.5M |
|
609
Ollie's Bargain Outlet
OLLI
$7.86B
| $10.4M | ﹤0.01% |
121,927
-15,656
| -11% | -$1.34M |
|
|
TCDA
610
DELISTED
Tricida, Inc. Common Stock
TCDA
| $10.3M | ﹤0.01% |
267,486
+62,077
| +30% | +$2.4M |
|
611
Itaú Unibanco
ITUB
$75.8B
| $10.2M | ﹤0.01% |
1,544,536
-12,165
| -0.8% | -$80.3K |
|
|
BBT
612
Beacon Financial Corporation
BBT
$2.26B
| $10.2M | ﹤0.01% |
373,843
+21,506
| +6% | +$586K |
|
613
HubSpot
HUBS
$26.2B
| $9.73M | ﹤0.01% |
58,517
-10,663
| -15% | -$1.77M |
|
614
Seagate
STX
$40.2B
| $9.72M | ﹤0.01% |
202,902
+1,168
| +0.6% | +$55.9K |
|
615
WisdomTree India Earnings Fund ETF
EPI
$2.91B
| $9.67M | ﹤0.01% |
367,244
-339,781
| -48% | -$8.95M |
|
|
MOR
616
DELISTED
MorphoSys AG American Depositary Shares
MOR
| $9.64M | ﹤0.01% |
424,196
-279
| -0.1% | -$6.34K |
|
617
Trupanion
TRUP
$1.84B
| $9.45M | ﹤0.01% |
288,668
| – | – |
|
|
AIMT
618
DELISTED
Aimmune Therapeutics, Inc.
AIMT
| $9.38M | ﹤0.01% |
419,702
-272
| -0.1% | -$6.08K |
|
619
Brookfield
BN
$99.5B
| $9.31M | ﹤0.01% |
373,042
-7,083
| -2% | -$177K |
|
620
Oneok
OKE
$45.3B
| $9.16M | ﹤0.01% |
131,186
-181,264
| -58% | -$12.7M |
|
|
IMMU
621
DELISTED
Immunomedics Inc
IMMU
| $9.03M | ﹤0.01% |
469,880
-96,504
| -17% | -$1.85M |
|
|
STMP
622
DELISTED
Stamps.com, Inc.
STMP
| $8.99M | ﹤0.01% |
+110,410
| New | +$8.99M |
|
|
OPTN
623
DELISTED
OptiNose
OPTN
| $8.94M | ﹤0.01% |
57,852
-38
| -0.1% | -$5.87K |
|
624
Incyte
INCY
$16.8B
| $8.89M | ﹤0.01% |
103,342
-16,364
| -14% | -$1.41M |
|
625
Collegium Pharmaceutical
COLL
$1.19B
| $8.89M | ﹤0.01% |
586,942
-76,556
| -12% | -$1.16M |
|