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 |
Meta Platforms (Facebook)
META
|
+$1.49B |
| 2 |
Eli Lilly
LLY
|
+$784M |
| 3 |
NVIDIA
NVDA
|
+$544M |
| 4 |
Spotify
SPOT
|
+$510M |
| 5 |
Kenvue
KVUE
|
+$493M |
Top Sells
| 1 |
Adobe
ADBE
|
+$1.02B |
| 2 |
Thermo Fisher Scientific
TMO
|
+$698M |
| 3 |
Danaher
DHR
|
+$657M |
| 4 |
Intuit
INTU
|
+$622M |
| 5 |
Boston Scientific
BSX
|
+$562M |
Sector Composition
| 1 | Technology | 21.36% |
| 2 | Financials | 17.98% |
| 3 | Healthcare | 14.07% |
| 4 | Industrials | 13.34% |
| 5 | Consumer Discretionary | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Hologic
HOLX
$14.8B
| $10.5M | ﹤0.01% |
130,257
-31,768
| -20% | -$2.57M |
|
602
GDS Holdings
GDS
$6.56B
| $10.1M | ﹤0.01% |
+923,237
| New | +$10.1M |
|
603
Ferguson
FERG
$47.7B
| $9.97M | ﹤0.01% |
63,396
-132
| -0.2% | -$20.8K |
|
604
iShares Russell 1000 Value ETF
IWD
$63.5B
| $9.97M | ﹤0.01% |
63,167
-97,402
| -61% | -$15.4M |
|
605
Humana
HUM
$32.8B
| $9.8M | ﹤0.01% |
21,909
-47,087
| -68% | -$21.1M |
|
606
WisdomTree India Earnings Fund ETF
EPI
$2.9B
| $9.55M | ﹤0.01% |
274,557
-4,148
| -1% | -$144K |
|
607
Netflix
NFLX
$537B
| $9.39M | ﹤0.01% |
21,308
+18,528
| +666% | +$8.16M |
|
608
Pinduoduo
PDD
$179B
| $9.18M | ﹤0.01% |
132,777
-22,270
| -14% | -$1.54M |
|
609
Nextracker
NXT
$10.3B
| $9.05M | ﹤0.01% |
227,445
-59,921
| -21% | -$2.39M |
|
610
Infosys
INFY
$70.5B
| $9.03M | ﹤0.01% |
562,139
+164,328
| +41% | +$2.64M |
|
611
MaxCyte
MXCT
$150M
| $8.95M | ﹤0.01% |
1,949,375
-18,866
| -1% | -$86.6K |
|
612
Kratos Defense & Security Solutions
KTOS
$10.8B
| $8.87M | ﹤0.01% |
618,224
-390,334
| -39% | -$5.6M |
|
|
BNR
613
Burning Rock Biotech
BNR
$97.5M
| $8.84M | ﹤0.01% |
411,377
-3,058
| -0.7% | -$65.7K |
|
614
Kymera Therapeutics
KYMR
$3.11B
| $8.67M | ﹤0.01% |
376,948
+37,801
| +11% | +$869K |
|
615
Workday
WDAY
$61.9B
| $8.56M | ﹤0.01% |
37,906
-77
| -0.2% | -$17.4K |
|
616
Ero Copper
ERO
$1.59B
| $8.46M | ﹤0.01% |
418,180
+312
| +0.1% | +$6.31K |
|
617
Tenaris
TS
$18.2B
| $8.4M | ﹤0.01% |
280,606
+245,805
| +706% | +$7.36M |
|
618
Textron
TXT
$14.7B
| $8.39M | ﹤0.01% |
124,004
-43,460
| -26% | -$2.94M |
|
619
Cardinal Health
CAH
$35.9B
| $8.25M | ﹤0.01% |
87,278
+31,093
| +55% | +$2.94M |
|
620
Cal-Maine
CALM
$5.41B
| $8.13M | ﹤0.01% |
180,606
+57,678
| +47% | +$2.6M |
|
621
Corsair Gaming
CRSR
$944M
| $7.98M | ﹤0.01% |
449,615
-435,576
| -49% | -$7.73M |
|
622
RBC Bearings
RBC
$12.1B
| $7.55M | ﹤0.01% |
34,738
-65
| -0.2% | -$14.1K |
|
623
Graco
GGG
$14.2B
| $7.55M | ﹤0.01% |
87,425
-199
| -0.2% | -$17.2K |
|
624
Flywire
FLYW
$1.62B
| $7.48M | ﹤0.01% |
240,832
-5,028
| -2% | -$156K |
|
625
iShares Core MSCI EAFE ETF
IEFA
$152B
| $7.35M | ﹤0.01% |
+108,911
| New | +$7.35M |
|