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 |
Wells Fargo
WFC
|
+$567M |
| 2 |
Netflix
NFLX
|
+$383M |
| 3 |
CBRE Group
CBRE
|
+$351M |
| 4 |
PNC Financial Services
PNC
|
+$345M |
| 5 |
Starbucks
SBUX
|
+$306M |
Top Sells
| 1 |
Tesla
TSLA
|
+$1.38B |
| 2 |
JPMorgan Chase
JPM
|
+$891M |
| 3 |
NVIDIA
NVDA
|
+$795M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$790M |
| 5 |
Aon
AON
|
+$712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.42% |
| 3 | Industrials | 12.36% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
RXO
RXO
$2.81B
| $19.1M | 0.01% |
1,000,275
-24,245
| -2% | -$463K |
|
602
Penumbra
PEN
$10.8B
| $18.7M | 0.01% |
70,108
-47,497
| -40% | -$12.7M |
|
603
Expro
XPRO
$1.45B
| $18.7M | 0.01% |
1,879,972
-45,287
| -2% | -$450K |
|
604
Archer Daniels Midland
ADM
$29.5B
| $18.6M | 0.01% |
387,669
-3,319
| -0.8% | -$159K |
|
605
Ultragenyx Pharmaceutical
RARE
$3.01B
| $18.2M | 0.01% |
502,023
+1,306
| +0.3% | +$47.3K |
|
606
Certara
CERT
$1.75B
| $18M | 0.01% |
1,815,345
-2,268,595
| -56% | -$22.5M |
|
607
National Fuel Gas
NFG
$7.95B
| $17.6M | 0.01% |
221,634
+29,959
| +16% | +$2.37M |
|
608
Remitly
RELY
$3.84B
| $17.5M | 0.01% |
842,277
-576,328
| -41% | -$12M |
|
609
BioLife Solutions
BLFS
$1.28B
| $17.5M | 0.01% |
764,671
+1,768
| +0.2% | +$40.4K |
|
610
Align Technology
ALGN
$9.85B
| $17.3M | 0.01% |
+109,178
| New | +$17.3M |
|
611
Snowflake
SNOW
$76.1B
| $17.2M | 0.01% |
117,361
+18,902
| +19% | +$2.76M |
|
612
Adaptive Biotechnologies
ADPT
$2.05B
| $17.1M | 0.01% |
2,306,312
-1,064,607
| -32% | -$7.91M |
|
613
MDU Resources
MDU
$3.35B
| $17.1M | 0.01% |
1,012,435
-24,464
| -2% | -$414K |
|
614
Neurocrine Biosciences
NBIX
$14.2B
| $16.7M | 0.01% |
150,661
+330
| +0.2% | +$36.5K |
|
|
SW
615
Smurfit Westrock plc
SW
$23.8B
| $16.2M | 0.01% |
+360,249
| New | +$16.2M |
|
|
SWTX
616
DELISTED
SpringWorks Therapeutics
SWTX
| $15.6M | 0.01% |
354,505
-238,140
| -40% | -$10.5M |
|
|
ECG
617
Everus Construction Group, Inc.
ECG
$4.04B
| $15.4M | 0.01% |
416,192
+156,966
| +61% | +$5.82M |
|
618
Allegro MicroSystems
ALGM
$5.55B
| $15.3M | 0.01% |
610,167
-462,767
| -43% | -$11.6M |
|
619
Wendy's
WEN
$1.88B
| $15.3M | 0.01% |
1,044,415
-8,940
| -0.8% | -$131K |
|
620
Procept Biorobotics
PRCT
$2.15B
| $15.2M | 0.01% |
260,638
-78,189
| -23% | -$4.56M |
|
621
Columbia Sportswear
COLM
$3.05B
| $15.1M | 0.01% |
+199,491
| New | +$15.1M |
|
|
HUT
622
Hut 8
HUT
$3.37B
| $15M | 0.01% |
1,287,163
+829,484
| +181% | +$9.64M |
|
623
AvalonBay Communities
AVB
$28B
| $14.9M | 0.01% |
69,414
-2,090
| -3% | -$449K |
|
624
SS&C Technologies
SSNC
$22B
| $14.9M | ﹤0.01% |
178,157
+20,663
| +13% | +$1.73M |
|
625
NatWest
NWG
$58B
| $14.9M | ﹤0.01% |
1,246,919
+302,305
| +32% | +$3.6M |
|