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 | $567M | |
| 2 | $383M | |
| 3 | $351M | |
| 4 | $345M | |
| 5 | $306M |
Top Sells
| 1 | $1.38B | |
| 2 | $891M | |
| 3 | $795M | |
| 4 | $790M | |
| 5 | $712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.5% |
| 3 | Industrials | 12.37% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.89% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $14.7M | 0% | 1,848,129 -694,093 | -27% | -$5.52M | |||
| $14.6M | 0% | 211,056 +8,139 | +4% | +$562K | |||
| $14.6M | 0% | 1,068,575 +230,830 | +28% | +$3.15M | |||
| $14.5M | 0% | 57,048 +24,825 | +77% | +$6.3M | |||
| $14.4M | 0% | 81,961 | New | +$14.4M | |||
| $13.9M | 0% | 706,079 +2,693 | +0.4% | +$52.9K | |||
| $13.9M | 0% | 530,854 -12,836 | -2% | -$335K | |||
| $13.7M | 0% | 460,751 +1,706 | +0.4% | +$50.6K | |||
| $13.6M | 0% | 1,529,924 -2,474,439 | -62% | -$21.9M | |||
| $13.3M | 0% | 20,963 +5,729 | +38% | +$3.63M | |||
| $13.3M | 0% | 862,975 +474,142 | +122% | +$7.28M | |||
| $13.1M | 0% | 159,025 +68,766 | +76% | +$5.68M | |||
| $13.1M | 0% | 481,679 | New | +$13.1M | |||
| $13M | 0% | 382,320 -4,274 | -1% | -$145K | |||
| $12.9M | 0% | 106,095 +4,153 | +4% | +$504K | |||
| $12.8M | 0% | 319,533 +252 | +0.1% | +$10.1K | |||
| $12.8M | 0% | 513,106 -25,709 | -5% | -$641K | |||
| $12.5M | 0% | 405,655 +125,413 | +45% | +$3.88M | |||
| $12.5M | 0% | 338,909 +75,692 | +29% | +$2.79M | |||
| $12.3M | 0% | 260,330 +156,289 | +150% | +$7.38M | |||
| $12.1M | 0% | 202,117 +34,627 | +21% | +$2.08M | |||
| $12.1M | 0% | 156,534 -31,818 | -17% | -$2.46M | |||
| $12M | 0% | 198,100 +58,388 | +42% | +$3.54M | |||
| $11.8M | 0% | 140,882 +18,472 | +15% | +$1.55M | |||
| $11.5M | 0% | 420,045 +555 | +0.1% | +$15.2K |
