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 |
Fidelity National Information Services
FIS
|
+$459M |
| 2 |
Global Payments
GPN
|
+$447M |
| 3 |
NXP Semiconductors
NXPI
|
+$419M |
| 4 |
DuPont de Nemours
DD
|
+$404M |
| 5 |
Suncor Energy
SU
|
+$352M |
Top Sells
| 1 |
United Parcel Service
UPS
|
+$586M |
| 2 |
WP
Worldpay, Inc.
WP
|
+$446M |
| 3 |
TSS
Total System Services, Inc.
TSS
|
+$383M |
| 4 |
Accenture
ACN
|
+$352M |
| 5 |
MetLife
MET
|
+$301M |
Sector Composition
| 1 | Financials | 20.24% |
| 2 | Technology | 17.69% |
| 3 | Healthcare | 15.15% |
| 4 | Industrials | 14.15% |
| 5 | Communication Services | 7.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
WisdomTree
WT
$2B
| $10.9M | ﹤0.01% |
2,095,033
-7,982
| -0.4% | -$41.7K |
|
602
Tyson Foods
TSN
$19.9B
| $10.9M | ﹤0.01% |
126,360
-948,356
| -88% | -$81.7M |
|
603
SAP
SAP
$315B
| $10.7M | ﹤0.01% |
90,675
-205
| -0.2% | -$24.2K |
|
604
Inspire Medical Systems
INSP
$2.47B
| $10.5M | ﹤0.01% |
171,800
-647
| -0.4% | -$39.5K |
|
|
CHX
605
DELISTED
ChampionX
CHX
| $10.3M | ﹤0.01% |
380,554
+869
| +0.2% | +$23.5K |
|
606
Openlane
KAR
$3.11B
| $10.1M | ﹤0.01% |
410,250
-57,554
| -12% | -$1.41M |
|
607
Western Digital
WDC
$32.4B
| $9.92M | ﹤0.01% |
220,149
-174,018
| -44% | -$7.84M |
|
608
Forward Air
FWRD
$916M
| $9.76M | ﹤0.01% |
153,107
+116,650
| +320% | +$7.43M |
|
609
Itaú Unibanco
ITUB
$76B
| $9.74M | ﹤0.01% |
1,545,803
-19,664
| -1% | -$124K |
|
|
TCDA
610
DELISTED
Tricida, Inc. Common Stock
TCDA
| $9.72M | ﹤0.01% |
315,007
-1,165
| -0.4% | -$36K |
|
611
Grupo Aeroportuario del Sureste
ASR
$10.2B
| $9.64M | ﹤0.01% |
63,192
-210
| -0.3% | -$32K |
|
|
PE
612
DELISTED
PARSLEY ENERGY INC
PE
| $9.53M | ﹤0.01% |
567,406
-285,609
| -33% | -$4.8M |
|
613
Paycom
PAYC
$12.6B
| $9.47M | ﹤0.01% |
45,215
-3,738
| -8% | -$783K |
|
614
MPLX
MPLX
$51.1B
| $9.2M | ﹤0.01% |
328,535
-2,314
| -0.7% | -$64.8K |
|
615
Live Nation Entertainment
LYV
$39.3B
| $9.09M | ﹤0.01% |
136,940
-33,640
| -20% | -$2.23M |
|
|
SILK
616
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $8.97M | ﹤0.01% |
275,619
-1,042
| -0.4% | -$33.9K |
|
617
Twist Bioscience
TWST
$1.58B
| $8.93M | ﹤0.01% |
373,976
-1,386
| -0.4% | -$33.1K |
|
618
8x8 Inc
EGHT
$282M
| $8.8M | ﹤0.01% |
424,694
-699,550
| -62% | -$14.5M |
|
619
Safety Insurance
SAFT
$1.08B
| $8.77M | ﹤0.01% |
86,572
+963
| +1% | +$97.6K |
|
620
Transmedics
TMDX
$3.6B
| $8.74M | ﹤0.01% |
368,013
-1,374
| -0.4% | -$32.6K |
|
621
Burlington
BURL
$18.3B
| $8.64M | ﹤0.01% |
+43,250
| New | +$8.64M |
|
622
Sealed Air
SEE
$4.86B
| $8.58M | ﹤0.01% |
206,796
-1,191,129
| -85% | -$49.4M |
|
623
10x Genomics
TXG
$1.73B
| $8.16M | ﹤0.01% |
+161,846
| New | +$8.16M |
|
624
Republic Services
RSG
$71.2B
| $8.03M | ﹤0.01% |
92,735
+514
| +0.6% | +$44.5K |
|
625
BioMarin Pharmaceuticals
BMRN
$10.8B
| $7.86M | ﹤0.01% |
116,564
-213,665
| -65% | -$14.4M |
|