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 |
Willis Towers Watson
WTW
|
+$462M |
| 2 |
Advanced Micro Devices
AMD
|
+$382M |
| 3 |
Prologis
PLD
|
+$325M |
| 4 |
Corteva
CTVA
|
+$323M |
| 5 |
Exelon
EXC
|
+$297M |
Top Sells
| 1 |
Thermo Fisher Scientific
TMO
|
+$668M |
| 2 |
Danaher
DHR
|
+$639M |
| 3 |
PPG Industries
PPG
|
+$501M |
| 4 |
UBS Group
UBS
|
+$432M |
| 5 |
Equifax
EFX
|
+$412M |
Sector Composition
| 1 | Technology | 20.07% |
| 2 | Financials | 18.5% |
| 3 | Healthcare | 14.93% |
| 4 | Industrials | 13.39% |
| 5 | Consumer Discretionary | 6.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Infosys
INFY
$70.5B
| $6.94M | ﹤0.01% |
397,811
-119,881
| -23% | -$2.09M |
|
627
Medpace
MEDP
$13.6B
| $6.87M | ﹤0.01% |
36,514
-19,623
| -35% | -$3.69M |
|
628
BioXcel Therapeutics
BTAI
$52.1M
| $6.79M | ﹤0.01% |
22,755
-5,705
| -20% | -$1.7M |
|
629
Tyson Foods
TSN
$19.9B
| $6.47M | ﹤0.01% |
109,142
-28,243
| -21% | -$1.68M |
|
630
Graco
GGG
$14B
| $6.4M | ﹤0.01% |
87,624
-9,704
| -10% | -$708K |
|
631
Novo Nordisk
NVO
$241B
| $6.32M | ﹤0.01% |
79,394
+3,542
| +5% | +$282K |
|
|
PTVE
632
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
| $6.28M | ﹤0.01% |
785,223
-719,926
| -48% | -$5.76M |
|
633
Emcor
EME
$27.9B
| $6.12M | ﹤0.01% |
37,667
+15,941
| +73% | +$2.59M |
|
634
RingCentral
RNG
$2.88B
| $6.11M | ﹤0.01% |
199,336
+2,999
| +2% | +$92K |
|
635
Constellium
CSTM
$1.92B
| $5.96M | ﹤0.01% |
389,749
+37,502
| +11% | +$573K |
|
|
B
636
Barrick Mining Corporation
B
$49.7B
| $5.77M | ﹤0.01% |
310,473
-146,768
| -32% | -$2.73M |
|
637
Crane Co
CR
$10.5B
| $5.6M | ﹤0.01% |
+75,000
| New | +$5.6M |
|
|
OPTN
638
DELISTED
OptiNose
OPTN
| $5.55M | ﹤0.01% |
191,662
-43
| -0% | -$1.25K |
|
639
Exelixis
EXEL
$10.3B
| $5.44M | ﹤0.01% |
280,418
-77,378
| -22% | -$1.5M |
|
640
Mitsubishi UFJ Financial
MUFG
$177B
| $5.3M | ﹤0.01% |
829,181
+45,161
| +6% | +$289K |
|
641
Las Vegas Sands
LVS
$37.1B
| $5.28M | ﹤0.01% |
91,849
-644
| -0.7% | -$37K |
|
642
Landstar System
LSTR
$4.54B
| $5.16M | ﹤0.01% |
28,760
-525
| -2% | -$94.1K |
|
643
Airbnb
ABNB
$75.8B
| $5.14M | ﹤0.01% |
41,333
-526
| -1% | -$65.4K |
|
644
Dycom Industries
DY
$7.3B
| $5.09M | ﹤0.01% |
54,342
-1,538
| -3% | -$144K |
|
645
Autohome
ATHM
$3.48B
| $4.97M | ﹤0.01% |
148,478
+97,968
| +194% | +$3.28M |
|
646
Nordson
NDSN
$12.5B
| $4.89M | ﹤0.01% |
22,001
-16
| -0.1% | -$3.56K |
|
647
Pinterest
PINS
$24.8B
| $4.77M | ﹤0.01% |
175,067
+13,222
| +8% | +$361K |
|
648
CBRE Group
CBRE
$48.2B
| $4.64M | ﹤0.01% |
63,753
+359
| +0.6% | +$26.1K |
|
|
JNPR
649
DELISTED
Juniper Networks
JNPR
| $4.59M | ﹤0.01% |
133,428
+32,524
| +32% | +$1.12M |
|
650
AbbVie
ABBV
$372B
| $4.53M | ﹤0.01% |
28,446
+11,681
| +70% | +$1.86M |
|