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 |
Chubb
CB
|
+$456M |
| 2 |
Cigna
CI
|
+$333M |
| 3 |
Medtronic
MDT
|
+$283M |
| 4 |
Union Pacific
UNP
|
+$273M |
| 5 |
Alibaba
BABA
|
+$268M |
Top Sells
| 1 |
CB
CHUBB CORPORATION
CB
|
+$584M |
| 2 |
RTX Corp
RTX
|
+$267M |
| 3 |
Accenture
ACN
|
+$193M |
| 4 |
Bristol-Myers Squibb
BMY
|
+$182M |
| 5 |
Colgate-Palmolive
CL
|
+$159M |
Sector Composition
| 1 | Financials | 17.49% |
| 2 | Healthcare | 17.11% |
| 3 | Technology | 14.31% |
| 4 | Industrials | 13.42% |
| 5 | Communication Services | 9.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AET
651
DELISTED
Aetna Inc
AET
| $4.08M | ﹤0.01% |
36,359
-17,163
| -32% | -$1.93M |
|
652
MediWound
MDWD
$201M
| $4.06M | ﹤0.01% |
71,858
+715
| +1% | +$40.4K |
|
|
WPX
653
DELISTED
WPX Energy, Inc.
WPX
| $4.06M | ﹤0.01% |
580,148
-320,008
| -36% | -$2.24M |
|
654
TechnipFMC
FTI
$16.8B
| $3.97M | ﹤0.01% |
194,781
+4,481
| +2% | +$91.2K |
|
655
NVR
NVR
$23B
| $3.96M | ﹤0.01% |
+2,288
| New | +$3.96M |
|
|
TUES
656
DELISTED
Tuesday Morning Corp
TUES
| $3.96M | ﹤0.01% |
484,039
+47,363
| +11% | +$387K |
|
657
Valley National Bancorp
VLY
$5.99B
| $3.92M | ﹤0.01% |
+410,764
| New | +$3.92M |
|
|
CVA
658
DELISTED
Covanta Holding Corporation
CVA
| $3.91M | ﹤0.01% |
+231,683
| New | +$3.91M |
|
659
Clean Harbors
CLH
$12.6B
| $3.89M | ﹤0.01% |
+78,857
| New | +$3.89M |
|
660
PLDT
PHI
$4.19B
| $3.86M | ﹤0.01% |
89,067
+77,403
| +664% | +$3.35M |
|
661
United Natural Foods
UNFI
$1.72B
| $3.79M | ﹤0.01% |
94,125
-148,277
| -61% | -$5.98M |
|
662
AtriCure
ATRC
$1.75B
| $3.79M | ﹤0.01% |
225,199
+2,764
| +1% | +$46.5K |
|
663
Exact Sciences
EXAS
$10.4B
| $3.78M | ﹤0.01% |
560,832
+6,969
| +1% | +$47K |
|
664
Seres Therapeutics
MCRB
$154M
| $3.68M | ﹤0.01% |
6,925
+87
| +1% | +$46.2K |
|
665
Zumiez
ZUMZ
$356M
| $3.66M | ﹤0.01% |
183,471
+15,263
| +9% | +$304K |
|
666
Mitsubishi UFJ Financial
MUFG
$179B
| $3.57M | ﹤0.01% |
777,094
-50,154
| -6% | -$230K |
|
667
SolarEdge
SEDG
$1.75B
| $3.56M | ﹤0.01% |
+141,624
| New | +$3.56M |
|
668
Sumitomo Mitsui Financial
SMFG
$108B
| $3.55M | ﹤0.01% |
590,895
-28,152
| -5% | -$169K |
|
|
MANT
669
DELISTED
Mantech International Corp
MANT
| $3.54M | ﹤0.01% |
+110,785
| New | +$3.54M |
|
670
NetApp
NTAP
$24.7B
| $3.47M | ﹤0.01% |
127,181
+1,761
| +1% | +$48.1K |
|
671
Air Lease Corp
AL
$7.11B
| $3.47M | ﹤0.01% |
108,021
-223,551
| -67% | -$7.18M |
|
672
AXIS Capital
AXS
$7.59B
| $3.43M | ﹤0.01% |
+61,816
| New | +$3.43M |
|
673
OraSure Technologies
OSUR
$238M
| $3.39M | ﹤0.01% |
468,703
-13,311
| -3% | -$96.2K |
|
674
Boot Barn
BOOT
$5.61B
| $3.32M | ﹤0.01% |
353,064
-110,851
| -24% | -$1.04M |
|
|
BBL
675
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
| $3.31M | ﹤0.01% |
145,815
+66,256
| +83% | +$1.51M |
|