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 |
Meta Platforms (Facebook)
META
|
+$1.49B |
| 2 |
Eli Lilly
LLY
|
+$784M |
| 3 |
NVIDIA
NVDA
|
+$544M |
| 4 |
Spotify
SPOT
|
+$510M |
| 5 |
Kenvue
KVUE
|
+$493M |
Top Sells
| 1 |
Adobe
ADBE
|
+$1.02B |
| 2 |
Thermo Fisher Scientific
TMO
|
+$698M |
| 3 |
Danaher
DHR
|
+$657M |
| 4 |
Intuit
INTU
|
+$622M |
| 5 |
Boston Scientific
BSX
|
+$562M |
Sector Composition
| 1 | Technology | 21.36% |
| 2 | Financials | 17.98% |
| 3 | Healthcare | 14.07% |
| 4 | Industrials | 13.34% |
| 5 | Consumer Discretionary | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Rio Tinto
RIO
$101B
| $7.18M | ﹤0.01% |
112,515
+6,497
| +6% | +$415K |
|
627
Emcor
EME
$28.6B
| $6.88M | ﹤0.01% |
37,232
-435
| -1% | -$80.4K |
|
628
LPL Financial
LPLA
$27.2B
| $6.74M | ﹤0.01% |
31,020
-23,053
| -43% | -$5.01M |
|
629
AGCO
AGCO
$8.11B
| $6.62M | ﹤0.01% |
50,409
+27,811
| +123% | +$3.65M |
|
630
Urban Outfitters
URBN
$6.39B
| $6.4M | ﹤0.01% |
193,315
-4,223,264
| -96% | -$140M |
|
631
Sana Biotechnology
SANA
$752M
| $6.37M | ﹤0.01% |
1,068,187
-14,257
| -1% | -$85K |
|
632
Alibaba
BABA
$345B
| $6.29M | ﹤0.01% |
75,521
-8,303
| -10% | -$692K |
|
633
FirstEnergy
FE
$24.9B
| $6.21M | ﹤0.01% |
+159,781
| New | +$6.21M |
|
634
Mitsubishi UFJ Financial
MUFG
$180B
| $6.05M | ﹤0.01% |
821,562
-7,619
| -0.9% | -$56.2K |
|
635
Dycom Industries
DY
$7.55B
| $6.03M | ﹤0.01% |
53,090
-1,252
| -2% | -$142K |
|
|
JNPR
636
DELISTED
Juniper Networks
JNPR
| $5.96M | ﹤0.01% |
190,233
+56,805
| +43% | +$1.78M |
|
637
CBRE Group
CBRE
$48.5B
| $5.88M | ﹤0.01% |
72,907
+9,154
| +14% | +$739K |
|
638
Constellium
CSTM
$1.96B
| $5.87M | ﹤0.01% |
341,564
-48,185
| -12% | -$829K |
|
|
B
639
Barrick Mining Corporation
B
$50.5B
| $5.78M | ﹤0.01% |
341,542
+31,069
| +10% | +$526K |
|
640
Landstar System
LSTR
$4.53B
| $5.45M | ﹤0.01% |
28,288
-472
| -2% | -$90.9K |
|
641
Mine Safety
MSA
$6.61B
| $5.41M | ﹤0.01% |
31,124
-72
| -0.2% | -$12.5K |
|
642
Exelixis
EXEL
$10.3B
| $5.39M | ﹤0.01% |
281,829
+1,411
| +0.5% | +$27K |
|
643
Sanofi
SNY
$114B
| $5.38M | ﹤0.01% |
99,738
+36,981
| +59% | +$1.99M |
|
644
CrowdStrike
CRWD
$108B
| $5.25M | ﹤0.01% |
35,776
-53,485
| -60% | -$7.86M |
|
|
BECN
645
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $4.84M | ﹤0.01% |
58,346
-4,621
| -7% | -$383K |
|
|
GMS
646
DELISTED
GMS Inc
GMS
| $4.73M | ﹤0.01% |
68,346
-985
| -1% | -$68.2K |
|
647
Trip.com Group
TCOM
$47.2B
| $4.69M | ﹤0.01% |
134,089
+111,215
| +486% | +$3.89M |
|
648
Pentair
PNR
$18.1B
| $4.57M | ﹤0.01% |
70,672
-150
| -0.2% | -$9.69K |
|
649
TotalEnergies
TTE
$135B
| $4.52M | ﹤0.01% |
78,405
+9,108
| +13% | +$525K |
|
650
Copa Holdings
CPA
$4.72B
| $4.5M | ﹤0.01% |
40,729
+4,742
| +13% | +$524K |
|