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 |
Flutter Entertainment
FLUT
|
+$849M |
| 2 |
Intuitive Surgical
ISRG
|
+$559M |
| 3 |
CDW
CDW
|
+$416M |
| 4 |
Philip Morris
PM
|
+$408M |
| 5 |
PACCAR
PCAR
|
+$325M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$1.92B |
| 2 |
TSMC
TSM
|
+$789M |
| 3 |
Microsoft
MSFT
|
+$708M |
| 4 |
JPMorgan Chase
JPM
|
+$636M |
| 5 |
Eli Lilly
LLY
|
+$561M |
Sector Composition
| 1 | Technology | 21.52% |
| 2 | Financials | 19.51% |
| 3 | Healthcare | 12.79% |
| 4 | Industrials | 12.46% |
| 5 | Consumer Discretionary | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Jackson Financial
JXN
$6.72B
| $11.9M | ﹤0.01% |
130,137
+2,191
| +2% | +$200K |
|
627
Tanger
SKT
$3.93B
| $11.8M | ﹤0.01% |
354,990
+8,808
| +3% | +$292K |
|
628
SS&C Technologies
SSNC
$21.7B
| $11.6M | ﹤0.01% |
155,820
-1,178
| -0.8% | -$87.4K |
|
629
Ardagh Metal Packaging
AMBP
$2.12B
| $11.6M | ﹤0.01% |
3,066,277
-1,488,673
| -33% | -$5.61M |
|
630
Snowflake
SNOW
$76.4B
| $11.3M | ﹤0.01% |
+97,967
| New | +$11.3M |
|
631
United Airlines
UAL
$34.2B
| $11.2M | ﹤0.01% |
195,446
-115,646
| -37% | -$6.6M |
|
632
Nutanix
NTNX
$20.3B
| $11.1M | ﹤0.01% |
188,024
-1,688
| -0.9% | -$100K |
|
|
PDM
633
Piedmont Realty Trust, Inc.
PDM
$1.1B
| $10.8M | ﹤0.01% |
1,069,508
+344,694
| +48% | +$3.48M |
|
634
Teledyne Technologies
TDY
$25.5B
| $10.7M | ﹤0.01% |
24,556
-165
| -0.7% | -$72.2K |
|
635
Magna International
MGA
$13B
| $10.7M | ﹤0.01% |
259,705
-33,835
| -12% | -$1.39M |
|
636
CG Oncology
CGON
$2.57B
| $10.6M | ﹤0.01% |
279,945
+13,158
| +5% | +$496K |
|
637
Synchrony
SYF
$28B
| $10.2M | ﹤0.01% |
203,988
+9,671
| +5% | +$482K |
|
638
Okta
OKTA
$16.5B
| $9.64M | ﹤0.01% |
129,655
-5,128
| -4% | -$381K |
|
|
GMS
639
DELISTED
GMS Inc
GMS
| $9.59M | ﹤0.01% |
105,882
+1,534
| +1% | +$139K |
|
640
Novo Nordisk
NVO
$241B
| $9.49M | ﹤0.01% |
79,660
+2,166
| +3% | +$258K |
|
641
Rio Tinto
RIO
$101B
| $9.4M | ﹤0.01% |
132,141
+3,524
| +3% | +$251K |
|
642
Vesta Real Estate
VTMX
$2.4B
| $9.17M | ﹤0.01% |
340,283
-311,438
| -48% | -$8.39M |
|
643
UnitedHealth
UNH
$315B
| $9.02M | ﹤0.01% |
15,429
-3,414
| -18% | -$2M |
|
644
Altice USA
ATUS
$1.05B
| $8.83M | ﹤0.01% |
3,590,020
-2,079,467
| -37% | -$5.12M |
|
645
TotalEnergies
TTE
$134B
| $8.64M | ﹤0.01% |
133,647
+5,481
| +4% | +$354K |
|
646
Sanofi
SNY
$116B
| $8.53M | ﹤0.01% |
147,955
+6,796
| +5% | +$392K |
|
647
Exelixis
EXEL
$10.3B
| $8.47M | ﹤0.01% |
326,254
-138,794
| -30% | -$3.6M |
|
648
NatWest
NWG
$57.3B
| $8.38M | ﹤0.01% |
895,152
+14,019
| +2% | +$131K |
|
649
Mitsubishi UFJ Financial
MUFG
$177B
| $8.13M | ﹤0.01% |
798,147
-194,866
| -20% | -$1.98M |
|
650
Imperial Oil
IMO
$44.5B
| $8.05M | ﹤0.01% |
114,322
| – | – |
|