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 |
Boston Scientific
BSX
|
+$527M |
| 2 |
Merck
MRK
|
+$516M |
| 3 |
ConocoPhillips
COP
|
+$462M |
| 4 |
Masco
MAS
|
+$397M |
| 5 |
NXP Semiconductors
NXPI
|
+$348M |
Top Sells
| 1 |
Wells Fargo
WFC
|
+$636M |
| 2 |
Bank of New York Mellon
BK
|
+$447M |
| 3 |
RTX Corp
RTX
|
+$428M |
| 4 |
Pfizer
PFE
|
+$412M |
| 5 |
3M
MMM
|
+$411M |
Sector Composition
| 1 | Technology | 19.84% |
| 2 | Financials | 18.12% |
| 3 | Healthcare | 16.64% |
| 4 | Industrials | 13.63% |
| 5 | Communication Services | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Forrester Research
FORR
$190M
| $2.85M | ﹤0.01% |
97,627
+15,452
| +19% | +$452K |
|
|
AEL
652
DELISTED
American Equity Investment Life Holding Company
AEL
| $2.79M | ﹤0.01% |
148,488
+23,503
| +19% | +$442K |
|
653
RELX
RELX
$86.2B
| $2.76M | ﹤0.01% |
128,760
+9,527
| +8% | +$204K |
|
654
Akebia Therapeutics
AKBA
$830M
| $2.7M | ﹤0.01% |
355,754
+47,752
| +16% | +$362K |
|
655
Amkor Technology
AMKR
$6.14B
| $2.68M | ﹤0.01% |
344,483
+52,574
| +18% | +$410K |
|
656
Mitsubishi UFJ Financial
MUFG
$177B
| $2.66M | ﹤0.01% |
727,540
+49,551
| +7% | +$181K |
|
657
Workday
WDAY
$61.9B
| $2.63M | ﹤0.01% |
20,211
-23,137
| -53% | -$3.01M |
|
658
Embraer
ERJ
$11.1B
| $2.56M | ﹤0.01% |
345,855
-93
| -0% | -$688 |
|
|
SYNH
659
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $2.52M | ﹤0.01% |
+63,947
| New | +$2.52M |
|
|
CHX
660
DELISTED
ChampionX
CHX
| $2.5M | ﹤0.01% |
434,208
+60,307
| +16% | +$347K |
|
661
America Movil
AMX
$59.4B
| $2.47M | ﹤0.01% |
209,276
+3,167
| +2% | +$37.3K |
|
662
Telefônica Brasil
VIV
$19.9B
| $2.4M | ﹤0.01% |
251,721
+43,626
| +21% | +$416K |
|
663
CF Industries
CF
$13.7B
| $2.38M | ﹤0.01% |
87,376
-10,377
| -11% | -$282K |
|
664
Tenet Healthcare
THC
$17B
| $2.35M | ﹤0.01% |
163,122
+25,819
| +19% | +$372K |
|
|
JNPR
665
DELISTED
Juniper Networks
JNPR
| $2.35M | ﹤0.01% |
122,505
+14,835
| +14% | +$284K |
|
666
ATN International
ATNI
$248M
| $2.34M | ﹤0.01% |
39,863
+5,349
| +15% | +$314K |
|
667
Pilgrim's Pride
PPC
$10.6B
| $2.28M | ﹤0.01% |
125,617
+19,884
| +19% | +$360K |
|
668
Jabil
JBL
$22.4B
| $2.27M | ﹤0.01% |
92,316
+14,609
| +19% | +$359K |
|
669
Chemed
CHE
$6.76B
| $2.26M | ﹤0.01% |
5,205
-245
| -4% | -$106K |
|
670
Stantec
STN
$12.3B
| $2.21M | ﹤0.01% |
86,418
+2,087
| +2% | +$53.3K |
|
671
Cirrus Logic
CRUS
$6.03B
| $2.19M | ﹤0.01% |
33,398
+4,046
| +14% | +$266K |
|
672
CONMED
CNMD
$1.67B
| $2.19M | ﹤0.01% |
38,258
+6,056
| +19% | +$347K |
|
673
Banco Macro
BMA
$2.88B
| $2.18M | ﹤0.01% |
128,262
-18,135
| -12% | -$308K |
|
674
Coherus Oncology, Inc. Common Stock
CHRS
$159M
| $2.16M | ﹤0.01% |
132,999
+21,050
| +19% | +$341K |
|
675
Bruker
BRKR
$4.67B
| $2.09M | ﹤0.01% |
58,395
+16,508
| +39% | +$592K |
|