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 | $567M | |
| 2 | $383M | |
| 3 | $351M | |
| 4 | $345M | |
| 5 | $306M |
Top Sells
| 1 | $1.38B | |
| 2 | $891M | |
| 3 | $795M | |
| 4 | $790M | |
| 5 | $712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.5% |
| 3 | Industrials | 12.37% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.89% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $11.4M | 0% | 584,379 -14,703 | -2% | -$287K | |||
| $11.2M | 0% | 255,551 | – | – | |||
| $11.1M | 0% | 171,731 +33,496 | +24% | +$2.17M | |||
| $11M | 0% | 148,804 +45,298 | +44% | +$3.34M | |||
| $10.8M | 0% | 194,122 +39,044 | +25% | +$2.17M | |||
| $10.6M | 0% | 94,286 +18,368 | +24% | +$2.06M | |||
| $10.4M | 0% | 529,731 +198,549 | +60% | +$3.89M | |||
| $10.2M | 0% | 91,663 | New | +$10.2M | |||
| $10.2M | 0% | 508,038 -24,667 | -5% | -$494K | |||
| $10M | 0% | 223,694 +180,704 | +420% | +$8.12M | |||
| $9.96M | 0% | 366,719 -368,813 | -50% | -$10M | |||
| $9.79M | 0% | 141,053 +40,945 | +41% | +$2.84M | |||
| $9.5M | 0% | 486,509 +50,713 | +12% | +$990K | |||
| $9.36M | 0% | 24,404 -6,384 | -21% | -$2.45M | |||
| $9.29M | 0% | 840,248 | New | +$9.29M | |||
| $9.14M | 0% | 819,780 -2,905,469 | -78% | -$32.4M | |||
| $9.07M | 0% | 3,136,876 -1,825,873 | -37% | -$5.28M | |||
| $8.9M | 0% | 112,177 -705,627 | -86% | -$56M | |||
| $8.72M | 0% | 120,672 +30,892 | +34% | +$2.23M | |||
| $8.53M | 0% | 37,697 -458,287 | -92% | -$104M | |||
| $8.17M | 0% | 3,071,530 -261,375 | -8% | -$695K | |||
| $8.01M | 0% | 416,908 +1,547 | +0.4% | +$29.7K | |||
| $7.92M | 0% | 1,074,633 -13,733 | -1% | -$101K | |||
| $7.29M | 0% | 320,757 | New | +$7.29M | |||
| $7.28M | 0% | 427,309 -2,529,708 | -86% | -$43.1M |
