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 |
Tesla
TSLA
|
+$2.31B |
| 2 |
Atlassian
TEAM
|
+$687M |
| 3 |
Autodesk
ADSK
|
+$682M |
| 4 |
Netflix
NFLX
|
+$663M |
| 5 |
Boeing
BA
|
+$620M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$1.37B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.24B |
| 3 |
Visa
V
|
+$898M |
| 4 |
Cadence Design Systems
CDNS
|
+$791M |
| 5 |
JPMorgan Chase
JPM
|
+$745M |
Sector Composition
| 1 | Technology | 22.04% |
| 2 | Financials | 20.25% |
| 3 | Industrials | 12.48% |
| 4 | Healthcare | 11.1% |
| 5 | Consumer Discretionary | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Archer Daniels Midland
ADM
$29.9B
| $19.8M | 0.01% |
390,988
-3,099
| -0.8% | -$157K |
|
602
United Airlines
UAL
$34.2B
| $19.7M | 0.01% |
202,917
+7,471
| +4% | +$725K |
|
603
Tenaris
TS
$18.3B
| $19.4M | 0.01% |
513,704
-5,114
| -1% | -$193K |
|
604
Vivid Seats
SEAT
$102M
| $19.3M | 0.01% |
208,614
-16,194
| -7% | -$1.5M |
|
605
Cable One
CABO
$913M
| $19M | 0.01% |
52,512
-2,655
| -5% | -$961K |
|
606
Texas Roadhouse
TXRH
$11.2B
| $19M | 0.01% |
105,216
+4,122
| +4% | +$744K |
|
607
MDU Resources
MDU
$3.28B
| $18.7M | 0.01% |
1,036,899
-984,385
| -49% | -$17.7M |
|
608
Endava
DAVA
$539M
| $18.5M | 0.01% |
599,082
-2,816
| -0.5% | -$87K |
|
609
WNS Holdings
WNS
$3.24B
| $18.5M | 0.01% |
390,120
-100,152
| -20% | -$4.75M |
|
610
Berkshire Hathaway Class B
BRK.B
$1.06T
| $18.2M | 0.01% |
40,231
+1,450
| +4% | +$657K |
|
611
Zumiez
ZUMZ
$361M
| $18M | 0.01% |
938,040
-46,693
| -5% | -$895K |
|
612
Zscaler
ZS
$44B
| $18M | 0.01% |
99,598
-26,966
| -21% | -$4.86M |
|
613
PJT Partners
PJT
$4.35B
| $17.6M | 0.01% |
+111,330
| New | +$17.6M |
|
614
Helmerich & Payne
HP
$1.99B
| $17.4M | 0.01% |
543,690
-2,542
| -0.5% | -$81.4K |
|
615
Collegium Pharmaceutical
COLL
$1.2B
| $17.3M | 0.01% |
604,199
-161,493
| -21% | -$4.63M |
|
616
Wendy's
WEN
$1.89B
| $17.2M | 0.01% |
1,053,355
-8,348
| -0.8% | -$136K |
|
|
ECG
617
Everus Construction Group, Inc.
ECG
$3.87B
| $17M | 0.01% |
+259,226
| New | +$17M |
|
618
Kymera Therapeutics
KYMR
$3.11B
| $16.9M | 0.01% |
419,490
-33,887
| -7% | -$1.36M |
|
619
Synchrony
SYF
$28.3B
| $16.6M | 0.01% |
254,767
+50,779
| +25% | +$3.3M |
|
620
Modine Manufacturing
MOD
$7.27B
| $16.4M | 0.01% |
+141,762
| New | +$16.4M |
|
621
ATS Corp
ATS
$2.59B
| $16.4M | 0.01% |
538,815
-17,097
| -3% | -$521K |
|
622
Axcelis
ACLS
$2.61B
| $16.3M | 0.01% |
233,008
+1,140
| +0.5% | +$79.7K |
|
623
Baidu
BIDU
$37.3B
| $16.2M | 0.01% |
192,261
-6,132
| -3% | -$517K |
|
624
Magna International
MGA
$13B
| $16.2M | 0.01% |
386,594
+126,889
| +49% | +$5.3M |
|
625
AvalonBay Communities
AVB
$27.8B
| $15.7M | 0.01% |
71,504
+1,297
| +2% | +$285K |
|