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 |
Broadcom
AVGO
|
+$889M |
| 2 |
Mastercard
MA
|
+$731M |
| 3 |
Nasdaq
NDAQ
|
+$612M |
| 4 |
Wells Fargo
WFC
|
+$472M |
| 5 |
LPL Financial
LPLA
|
+$347M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$1.05B |
| 2 |
Visa
V
|
+$948M |
| 3 |
Salesforce
CRM
|
+$578M |
| 4 |
Canadian Pacific Kansas City
CP
|
+$515M |
| 5 |
Eli Lilly
LLY
|
+$482M |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Financials | 20.58% |
| 3 | Industrials | 13.15% |
| 4 | Healthcare | 11.03% |
| 5 | Consumer Discretionary | 7.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Exelixis
EXEL
$10.3B
| $18.7M | 0.01% |
424,257
+85,348
| +25% | +$3.76M |
|
627
Palo Alto Networks
PANW
$135B
| $18.7M | 0.01% |
+91,280
| New | +$18.7M |
|
628
VeriSign
VRSN
$26.9B
| $18.5M | 0.01% |
64,054
+7,006
| +12% | +$2.02M |
|
629
MACOM Technology Solutions
MTSI
$9.79B
| $18.3M | 0.01% |
127,893
-137,425
| -52% | -$19.7M |
|
630
Ultragenyx Pharmaceutical
RARE
$3.04B
| $17.7M | 0.01% |
486,632
-15,391
| -3% | -$560K |
|
631
Huazhu Hotels Group
HTHT
$11.3B
| $17.6M | 0.01% |
518,746
+436,913
| +534% | +$14.8M |
|
632
Allegro MicroSystems
ALGM
$5.66B
| $17.5M | 0.01% |
513,045
-97,122
| -16% | -$3.32M |
|
633
United Airlines
UAL
$34.6B
| $17.5M | 0.01% |
219,933
+8,877
| +4% | +$707K |
|
634
Textron
TXT
$14.5B
| $17.2M | 0.01% |
213,907
+93,235
| +77% | +$7.49M |
|
635
Adaptive Biotechnologies
ADPT
$1.9B
| $17M | 0.01% |
1,462,111
-844,201
| -37% | -$9.83M |
|
636
Chemours
CC
$2.5B
| $17M | 0.01% |
1,481,527
-73,876
| -5% | -$846K |
|
|
ETOR
637
eToro Group Ltd. Class A Common Shares
ETOR
$3.81B
| $16.7M | 0.01% |
+251,450
| New | +$16.7M |
|
638
Barclays
BCS
$71.7B
| $16.7M | 0.01% |
899,047
+36,072
| +4% | +$671K |
|
639
MongoDB
MDB
$27.9B
| $16.7M | 0.01% |
79,452
-2,509
| -3% | -$527K |
|
640
Sony
SONY
$173B
| $16.7M | 0.01% |
640,673
+429,274
| +203% | +$11.2M |
|
641
Cytokinetics
CYTK
$6.06B
| $16.4M | 0.01% |
497,602
+178,069
| +56% | +$5.88M |
|
642
MDU Resources
MDU
$3.32B
| $16.1M | 0.01% |
964,496
-47,939
| -5% | -$799K |
|
643
Guardant Health
GH
$7.26B
| $15.9M | 0.01% |
305,567
-170,932
| -36% | -$8.9M |
|
644
Legend Biotech
LEGN
$6.22B
| $15.8M | 0.01% |
445,529
-1,824,735
| -80% | -$64.8M |
|
645
Utz Brands
UTZ
$1.11B
| $15.7M | 0.01% |
+1,249,517
| New | +$15.7M |
|
646
Walmart
WMT
$810B
| $15.4M | ﹤0.01% |
157,408
-206,423
| -57% | -$20.2M |
|
647
ENI
E
$52.7B
| $15.3M | ﹤0.01% |
473,461
+67,806
| +17% | +$2.2M |
|
648
Mitsubishi UFJ Financial
MUFG
$180B
| $15.1M | ﹤0.01% |
1,097,690
+29,115
| +3% | +$399K |
|
649
Jackson Financial
JXN
$6.76B
| $15M | ﹤0.01% |
169,275
+28,393
| +20% | +$2.52M |
|
650
RXO
RXO
$2.79B
| $15M | ﹤0.01% |
952,703
-47,572
| -5% | -$748K |
|