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 |
Tesla
TSLA
|
+$2.31B |
| 2 |
Atlassian
TEAM
|
+$687M |
| 3 |
Autodesk
ADSK
|
+$682M |
| 4 |
Netflix
NFLX
|
+$663M |
| 5 |
Boeing
BA
|
+$620M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$1.37B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.24B |
| 3 |
Visa
V
|
+$898M |
| 4 |
Cadence Design Systems
CDNS
|
+$791M |
| 5 |
JPMorgan Chase
JPM
|
+$745M |
Sector Composition
| 1 | Technology | 22.04% |
| 2 | Financials | 20.25% |
| 3 | Industrials | 12.48% |
| 4 | Healthcare | 11.1% |
| 5 | Consumer Discretionary | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Bloom Energy
BE
$14.7B
| $15.6M | ﹤0.01% |
+703,386
| New | +$15.6M |
|
627
Ferguson
FERG
$45B
| $15.6M | ﹤0.01% |
89,826
+82,568
| +1,138% | +$14.3M |
|
628
Snowflake
SNOW
$76.5B
| $15.2M | ﹤0.01% |
98,459
+492
| +0.5% | +$76K |
|
629
Cytokinetics
CYTK
$6.22B
| $15M | ﹤0.01% |
319,281
-25,167
| -7% | -$1.18M |
|
630
Chewy
CHWY
$14.5B
| $14.7M | ﹤0.01% |
439,098
-89,117
| -17% | -$2.98M |
|
631
Teledyne Technologies
TDY
$25.6B
| $14.7M | ﹤0.01% |
31,649
+7,093
| +29% | +$3.29M |
|
632
Colliers International
CIGI
$8.4B
| $13.9M | ﹤0.01% |
101,942
-19,859
| -16% | -$2.7M |
|
633
Adobe
ADBE
$149B
| $13.7M | ﹤0.01% |
30,788
-50,701
| -62% | -$22.5M |
|
634
Immunocore
IMCR
$1.83B
| $13.5M | ﹤0.01% |
459,045
-39,176
| -8% | -$1.16M |
|
635
Evergy
EVRG
$16.5B
| $13.5M | ﹤0.01% |
218,631
+426
| +0.2% | +$26.2K |
|
636
Advanced Micro Devices
AMD
$259B
| $13M | ﹤0.01% |
107,431
-287,949
| -73% | -$34.8M |
|
637
Roper Technologies
ROP
$55.2B
| $12.8M | ﹤0.01% |
24,671
+706
| +3% | +$367K |
|
638
WK Kellogg Co
KLG
$1.99B
| $12.7M | ﹤0.01% |
706,573
-405,763
| -36% | -$7.3M |
|
639
Blue Owl Capital
OWL
$12.1B
| $12.4M | ﹤0.01% |
532,705
+175,945
| +49% | +$4.09M |
|
640
SS&C Technologies
SSNC
$21.6B
| $11.9M | ﹤0.01% |
157,494
+1,674
| +1% | +$127K |
|
641
Americold
COLD
$3.76B
| $11.9M | ﹤0.01% |
+555,063
| New | +$11.9M |
|
642
National Fuel Gas
NFG
$7.87B
| $11.6M | ﹤0.01% |
191,675
+71,375
| +59% | +$4.33M |
|
643
WisdomTree India Earnings Fund ETF
EPI
$2.93B
| $11.6M | ﹤0.01% |
255,551
-6,231
| -2% | -$282K |
|
644
Teradyne
TER
$18.7B
| $11.4M | ﹤0.01% |
+90,259
| New | +$11.4M |
|
645
Smith Douglas Homes
SDHC
$958M
| $11.2M | ﹤0.01% |
435,796
-2,067
| -0.5% | -$53K |
|
646
Regeneron Pharmaceuticals
REGN
$58.9B
| $10.9M | ﹤0.01% |
15,234
-499,031
| -97% | -$355M |
|
|
CBLL
647
CeriBell, Inc. Common Stock
CBLL
$419M
| $10.7M | ﹤0.01% |
+415,361
| New | +$10.7M |
|
648
Jackson Financial
JXN
$6.75B
| $10.7M | ﹤0.01% |
122,410
-7,727
| -6% | -$673K |
|
|
TEM
649
Tempus AI, Inc. Class A Common Stock
TEM
$13.6B
| $10.1M | ﹤0.01% |
+300,579
| New | +$10.1M |
|
|
PDM
650
Piedmont Realty Trust, Inc.
PDM
$1.08B
| $9.96M | ﹤0.01% |
1,088,366
+18,858
| +2% | +$173K |
|