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 |
Apple
AAPL
|
+$804M |
| 2 |
Willis Towers Watson
WTW
|
+$455M |
| 3 |
PACCAR
PCAR
|
+$441M |
| 4 |
KKR & Co
KKR
|
+$362M |
| 5 |
Progressive
PGR
|
+$355M |
Top Sells
| 1 |
PRAH
PRA Health Sciences, Inc.
PRAH
|
+$536M |
| 2 |
Goldman Sachs
GS
|
+$308M |
| 3 |
Charter Communications
CHTR
|
+$299M |
| 4 |
Danaher
DHR
|
+$276M |
| 5 |
Global Payments
GPN
|
+$272M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 19.04% |
| 3 | Healthcare | 15.31% |
| 4 | Industrials | 12.8% |
| 5 | Communication Services | 8.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Unity
U
$18.6B
| $22.2M | 0.01% |
176,003
-1,698
| -1% | -$214K |
|
602
CrowdStrike
CRWD
$107B
| $22M | 0.01% |
89,538
-3,743
| -4% | -$920K |
|
603
Twist Bioscience
TWST
$1.52B
| $22M | 0.01% |
+205,671
| New | +$22M |
|
|
GMS
604
DELISTED
GMS Inc
GMS
| $21.8M | 0.01% |
496,899
+48,152
| +11% | +$2.11M |
|
605
Expro
XPRO
$1.41B
| $21.7M | 0.01% |
1,230,215
+50,706
| +4% | +$894K |
|
606
Texas Capital Bancshares
TCBI
$3.98B
| $21.7M | 0.01% |
+360,967
| New | +$21.7M |
|
607
CSX Corp
CSX
$59.4B
| $21.7M | 0.01% |
728,337
+5,766
| +0.8% | +$171K |
|
608
Skyworks Solutions
SWKS
$10.8B
| $21.6M | 0.01% |
131,016
-7,878
| -6% | -$1.3M |
|
609
Fortis
FTS
$24.6B
| $21M | 0.01% |
473,953
+14,303
| +3% | +$634K |
|
610
JB Hunt Transport Services
JBHT
$13.2B
| $20.9M | 0.01% |
124,941
+13,546
| +12% | +$2.27M |
|
611
BridgeBio Pharma
BBIO
$10.1B
| $20.7M | 0.01% |
441,288
-5,844
| -1% | -$274K |
|
612
Recursion Pharmaceuticals
RXRX
$2.04B
| $20.6M | 0.01% |
895,860
-80,069
| -8% | -$1.84M |
|
613
American Water Works
AWK
$27B
| $20.1M | 0.01% |
118,812
+3,516
| +3% | +$594K |
|
614
Paysafe
PSFE
$829M
| $20.1M | 0.01% |
215,787
-7,744
| -3% | -$720K |
|
615
BrightView Holdings
BV
$1.3B
| $19.8M | 0.01% |
1,339,049
+5,554
| +0.4% | +$82K |
|
616
Ero Copper
ERO
$1.67B
| $19.5M | 0.01% |
+1,096,161
| New | +$19.5M |
|
|
KLRS
617
Kalaris Therapeutics, Inc. Common Stock
KLRS
$84.2M
| $19.3M | 0.01% |
33,433
+6,844
| +26% | +$3.94M |
|
618
MaxCyte
MXCT
$155M
| $19.1M | 0.01% |
+1,561,056
| New | +$19.1M |
|
619
Allete
ALE
$3.69B
| $18.9M | 0.01% |
318,132
-30,751
| -9% | -$1.83M |
|
|
TPTX
620
DELISTED
Turning Point Therapeutics, Inc. Common Stock
TPTX
| $18.7M | 0.01% |
281,724
-3,677
| -1% | -$244K |
|
621
TFI International
TFII
$7.66B
| $18.3M | 0.01% |
179,133
-46,552
| -21% | -$4.76M |
|
622
McDonald's
MCD
$218B
| $17.8M | 0.01% |
73,874
+192
| +0.3% | +$46.3K |
|
623
Neurocrine Biosciences
NBIX
$14.1B
| $17.4M | 0.01% |
181,493
+38,165
| +27% | +$3.66M |
|
624
Toast
TOST
$23.3B
| $17.4M | 0.01% |
+348,034
| New | +$17.4M |
|
625
NiSource
NI
$19.1B
| $17.2M | 0.01% |
711,036
+21,717
| +3% | +$526K |
|