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 |
Willis Towers Watson
WTW
|
+$462M |
| 2 |
Advanced Micro Devices
AMD
|
+$382M |
| 3 |
Prologis
PLD
|
+$325M |
| 4 |
Corteva
CTVA
|
+$323M |
| 5 |
Exelon
EXC
|
+$297M |
Top Sells
| 1 |
Thermo Fisher Scientific
TMO
|
+$668M |
| 2 |
Danaher
DHR
|
+$639M |
| 3 |
PPG Industries
PPG
|
+$501M |
| 4 |
UBS Group
UBS
|
+$432M |
| 5 |
Equifax
EFX
|
+$412M |
Sector Composition
| 1 | Technology | 20.07% |
| 2 | Financials | 18.5% |
| 3 | Healthcare | 14.93% |
| 4 | Industrials | 13.39% |
| 5 | Consumer Discretionary | 6.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BNR
601
Burning Rock Biotech
BNR
$97.5M
| $11.6M | ﹤0.01% |
414,435
-10,949
| -3% | -$308K |
|
602
Watsco
WSO
$16.6B
| $11.6M | ﹤0.01% |
36,441
+278
| +0.8% | +$88.4K |
|
603
Coca-Cola
KO
$290B
| $11.3M | ﹤0.01% |
181,661
-1,293
| -0.7% | -$80.2K |
|
604
Tradeweb Markets
TW
$25.5B
| $11.1M | ﹤0.01% |
140,600
+24
| +0% | +$1.9K |
|
605
LPL Financial
LPLA
$27.2B
| $10.9M | ﹤0.01% |
54,073
+9,855
| +22% | +$1.99M |
|
606
Curtiss-Wright
CW
$18.2B
| $10.9M | ﹤0.01% |
61,615
-26,247
| -30% | -$4.63M |
|
607
Nextracker
NXT
$10.3B
| $10.4M | ﹤0.01% |
+287,366
| New | +$10.4M |
|
608
Kymera Therapeutics
KYMR
$3.09B
| $10M | ﹤0.01% |
+339,147
| New | +$10M |
|
609
Darden Restaurants
DRI
$24.6B
| $9.77M | ﹤0.01% |
+62,955
| New | +$9.77M |
|
610
MaxCyte
MXCT
$150M
| $9.74M | ﹤0.01% |
1,968,241
+182
| +0% | +$901 |
|
611
Outset Medical
OM
$245M
| $9.47M | ﹤0.01% |
34,302
-13,114
| -28% | -$3.62M |
|
612
United Airlines
UAL
$34.9B
| $9M | ﹤0.01% |
203,365
+29,467
| +17% | +$1.3M |
|
613
WisdomTree India Earnings Fund ETF
EPI
$2.9B
| $8.79M | ﹤0.01% |
278,705
-93,828
| -25% | -$2.96M |
|
614
Alibaba
BABA
$337B
| $8.57M | ﹤0.01% |
83,824
-20,912
| -20% | -$2.14M |
|
615
Ferguson
FERG
$47.7B
| $8.5M | ﹤0.01% |
63,528
+446
| +0.7% | +$59.7K |
|
616
Generac Holdings
GNRC
$10.8B
| $8.45M | ﹤0.01% |
78,236
-1,737
| -2% | -$188K |
|
617
RBC Bearings
RBC
$12.1B
| $8.1M | ﹤0.01% |
34,803
+360
| +1% | +$83.8K |
|
618
Afya
AFYA
$1.42B
| $8.03M | ﹤0.01% |
719,678
+90,587
| +14% | +$1.01M |
|
619
NOV
NOV
$4.92B
| $7.91M | ﹤0.01% |
427,585
-11,024
| -3% | -$204K |
|
620
Workday
WDAY
$61.9B
| $7.85M | ﹤0.01% |
37,983
+277
| +0.7% | +$57.2K |
|
621
Cal-Maine
CALM
$5.41B
| $7.49M | ﹤0.01% |
122,928
+80,009
| +186% | +$4.87M |
|
622
Ero Copper
ERO
$1.59B
| $7.37M | ﹤0.01% |
417,868
-16,613
| -4% | -$293K |
|
623
Rio Tinto
RIO
$104B
| $7.27M | ﹤0.01% |
106,018
+1,853
| +2% | +$127K |
|
624
General Motors
GM
$55.4B
| $7.23M | ﹤0.01% |
197,007
+42,243
| +27% | +$1.55M |
|
625
Flywire
FLYW
$1.62B
| $7.22M | ﹤0.01% |
+245,860
| New | +$7.22M |
|