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 |
Walt Disney
DIS
|
$3.51B |
| 2 |
Honeywell
HON
|
$3.1B |
| 3 |
Accenture
ACN
|
$3.09B |
| 4 |
Johnson & Johnson
JNJ
|
$3.05B |
| 5 |
RTX Corp
RTX
|
$3.01B |
Top Sells
Sector Composition
| 1 | Financials | 17.85% |
| 2 | Healthcare | 15.55% |
| 3 | Industrials | 14.53% |
| 4 | Technology | 11.46% |
| 5 | Communication Services | 8.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PLCM
651
DELISTED
POLYCOM INC
PLCM
| $2.23M | ﹤0.01% |
+211,590
| New | +$2.23M |
|
|
BT
652
DELISTED
BT Group plc (ADR)
BT
| $2.2M | ﹤0.01% |
+93,618
| New | +$2.2M |
|
653
CEVA Inc
CEVA
$543M
| $2.19M | ﹤0.01% |
+113,150
| New | +$2.19M |
|
654
UGI
UGI
$7.43B
| $2.12M | ﹤0.01% |
+81,302
| New | +$2.12M |
|
|
LLL
655
DELISTED
L3 Technologies, Inc.
LLL
| $2.08M | ﹤0.01% |
+24,260
| New | +$2.08M |
|
|
EE
656
DELISTED
El Paso Electric Company
EE
| $2.08M | ﹤0.01% |
+58,850
| New | +$2.08M |
|
657
Forrester Research
FORR
$187M
| $2.06M | ﹤0.01% |
+56,170
| New | +$2.06M |
|
|
TTM
658
DELISTED
Tata Motors Limited
TTM
| $2.06M | ﹤0.01% |
+87,720
| New | +$2.06M |
|
|
GMAN
659
DELISTED
Gordmans Stores, Inc.
GMAN
| $2.05M | ﹤0.01% |
+150,322
| New | +$2.05M |
|
660
FirstEnergy
FE
$25.1B
| $2.02M | ﹤0.01% |
+54,120
| New | +$2.02M |
|
661
DexCom
DXCM
$31.6B
| $1.91M | ﹤0.01% |
+339,840
| New | +$1.91M |
|
|
MCRL
662
DELISTED
MICREL INC
MCRL
| $1.89M | ﹤0.01% |
+190,830
| New | +$1.89M |
|
663
Lattice Semiconductor
LSCC
$9.05B
| $1.86M | ﹤0.01% |
+366,030
| New | +$1.86M |
|
664
Crown Holdings
CCK
$11B
| $1.85M | ﹤0.01% |
+45,030
| New | +$1.85M |
|
665
Huntsman Corp
HUN
$1.95B
| $1.83M | ﹤0.01% |
+110,798
| New | +$1.83M |
|
|
TBHC
666
The Brand House Collective, Inc. Common Stock
TBHC
$38.6M
| $1.82M | ﹤0.01% |
+105,360
| New | +$1.82M |
|
667
Entegris
ENTG
$12.4B
| $1.76M | ﹤0.01% |
+187,350
| New | +$1.76M |
|
668
AtriCure
ATRC
$1.76B
| $1.76M | ﹤0.01% |
+184,790
| New | +$1.76M |
|
669
Cadence Bank
CADE
$7.04B
| $1.72M | ﹤0.01% |
+97,140
| New | +$1.72M |
|
|
TEAR
670
DELISTED
TearLab Corporation
TEAR
| $1.71M | ﹤0.01% |
+16,137
| New | +$1.71M |
|
671
Eagle Materials
EXP
$7.86B
| $1.69M | ﹤0.01% |
+25,480
| New | +$1.69M |
|
672
Aflac
AFL
$57.2B
| $1.64M | ﹤0.01% |
+56,428
| New | +$1.64M |
|
673
MKS Inc. Common Stock
MKSI
$7.02B
| $1.63M | ﹤0.01% |
+61,420
| New | +$1.63M |
|
|
AFAM
674
DELISTED
Almost Family Inc
AFAM
| $1.62M | ﹤0.01% |
+85,024
| New | +$1.62M |
|
675
Centene
CNC
$14.2B
| $1.61M | ﹤0.01% |
+123,120
| New | +$1.61M |
|