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 |
Boston Scientific
BSX
|
+$527M |
| 2 |
Merck
MRK
|
+$516M |
| 3 |
ConocoPhillips
COP
|
+$462M |
| 4 |
Masco
MAS
|
+$397M |
| 5 |
NXP Semiconductors
NXPI
|
+$348M |
Top Sells
| 1 |
Wells Fargo
WFC
|
+$636M |
| 2 |
Bank of New York Mellon
BK
|
+$447M |
| 3 |
RTX Corp
RTX
|
+$428M |
| 4 |
Pfizer
PFE
|
+$412M |
| 5 |
3M
MMM
|
+$411M |
Sector Composition
| 1 | Technology | 19.84% |
| 2 | Financials | 18.12% |
| 3 | Healthcare | 16.64% |
| 4 | Industrials | 13.63% |
| 5 | Communication Services | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
CAE Inc
CAE
$8.44B
| $6.13M | ﹤0.01% |
485,955
+273,317
| +129% | +$3.45M |
|
627
Allete
ALE
$3.69B
| $5.98M | ﹤0.01% |
+98,552
| New | +$5.98M |
|
628
BILL Holdings
BILL
$5.34B
| $5.89M | ﹤0.01% |
172,133
+24,853
| +17% | +$850K |
|
629
Sarepta Therapeutics
SRPT
$1.84B
| $5.89M | ﹤0.01% |
60,158
-1,364
| -2% | -$133K |
|
630
Resideo Technologies
REZI
$5.41B
| $5.36M | ﹤0.01% |
1,107,179
-62,984
| -5% | -$305K |
|
631
Globant
GLOB
$2.55B
| $5.29M | ﹤0.01% |
60,220
-48
| -0.1% | -$4.22K |
|
|
AIMT
632
DELISTED
Aimmune Therapeutics, Inc.
AIMT
| $5.03M | ﹤0.01% |
348,519
+38,659
| +12% | +$558K |
|
633
Itaú Unibanco
ITUB
$75.9B
| $5M | ﹤0.01% |
1,485,121
+22,894
| +2% | +$77K |
|
634
WisdomTree
WT
$2.02B
| $4.77M | ﹤0.01% |
2,048,491
-47,178
| -2% | -$110K |
|
|
OCFT
635
OneConnect Financial Technology
OCFT
$278M
| $4.7M | ﹤0.01% |
+46,300
| New | +$4.7M |
|
636
Essential Utilities
WTRG
$10.7B
| $4.69M | ﹤0.01% |
115,195
+990
| +0.9% | +$40.3K |
|
637
Allstate
ALL
$52.6B
| $4.6M | ﹤0.01% |
50,177
-121,013
| -71% | -$11.1M |
|
638
PPL Corp
PPL
$26.4B
| $4.45M | ﹤0.01% |
180,402
+53,969
| +43% | +$1.33M |
|
639
East-West Bancorp
EWBC
$15B
| $4.23M | ﹤0.01% |
164,502
+22,311
| +16% | +$574K |
|
640
Cactus
WHD
$2.82B
| $4.13M | ﹤0.01% |
356,116
+115,450
| +48% | +$1.34M |
|
641
Sealed Air
SEE
$4.84B
| $3.79M | ﹤0.01% |
153,317
-85,024
| -36% | -$2.1M |
|
|
AEPPL
642
DELISTED
American Electric Power Company, Inc. Corporate Unit
AEPPL
| $3.76M | ﹤0.01% |
77,900
-17,000
| -18% | -$820K |
|
|
ORTX
643
DELISTED
Orchard Therapeutics plc American Depositary Shares
ORTX
| $3.75M | ﹤0.01% |
49,839
-1,159
| -2% | -$87.3K |
|
644
Rio Tinto
RIO
$101B
| $3.53M | ﹤0.01% |
77,561
+654
| +0.9% | +$29.8K |
|
645
Regeneron Pharmaceuticals
REGN
$59.1B
| $3.4M | ﹤0.01% |
6,967
-767
| -10% | -$375K |
|
|
CSOD
646
DELISTED
Cornerstone OnDemand, Inc.
CSOD
| $3.18M | ﹤0.01% |
100,025
+15,830
| +19% | +$503K |
|
647
StealthGas
GASS
$274M
| $3.17M | ﹤0.01% |
1,610,956
-38,991
| -2% | -$76.8K |
|
648
Transmedics
TMDX
$3.59B
| $3.12M | ﹤0.01% |
257,874
-110,252
| -30% | -$1.33M |
|
649
Integer Holdings
ITGR
$3.59B
| $2.88M | ﹤0.01% |
45,807
+7,251
| +19% | +$456K |
|
650
United Therapeutics
UTHR
$18.1B
| $2.87M | ﹤0.01% |
30,277
+4,565
| +18% | +$433K |
|