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 |
Microsoft
MSFT
|
$511M |
| 2 |
Lowe's Companies
LOW
|
$397M |
| 3 |
Amazon
AMZN
|
$329M |
| 4 |
Match Group
MTCH
|
$276M |
| 5 |
Goldman Sachs
GS
|
$276M |
Top Sells
| 1 |
FirstEnergy
FE
|
$742M |
| 2 |
Fiserv
FI
|
$467M |
| 3 |
Qiagen
QGEN
|
$391M |
| 4 |
Fidelity National Information Services
FIS
|
$378M |
| 5 |
Accenture
ACN
|
$370M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 16.55% |
| 3 | Healthcare | 16.09% |
| 4 | Industrials | 13.18% |
| 5 | Communication Services | 8.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Essential Utilities
WTRG
$10.8B
| $6.7M | ﹤0.01% |
166,412
+55,810
| +50% | +$2.25M |
|
652
Regeneron Pharmaceuticals
REGN
$59.2B
| $6.67M | ﹤0.01% |
11,907
+8,663
| +267% | +$4.85M |
|
653
Schrodinger
SDGR
$1.43B
| $6.63M | ﹤0.01% |
139,466
-23,326
| -14% | -$1.11M |
|
654
Allstate
ALL
$52.8B
| $6.49M | ﹤0.01% |
68,929
+9,567
| +16% | +$901K |
|
655
Novo Nordisk
NVO
$241B
| $6.41M | ﹤0.01% |
184,688
+6,390
| +4% | +$222K |
|
656
CrowdStrike
CRWD
$107B
| $6.36M | ﹤0.01% |
+46,310
| New | +$6.36M |
|
657
iShares MSCI South Korea ETF
EWY
$5.26B
| $6.28M | ﹤0.01% |
+96,077
| New | +$6.28M |
|
658
Compañía de Minas Buenaventura
BVN
$5.08B
| $6.2M | ﹤0.01% |
507,408
+447,824
| +752% | +$5.47M |
|
659
JFrog
FROG
$5.89B
| $5.89M | ﹤0.01% |
+69,545
| New | +$5.89M |
|
660
GoodRx Holdings
GDRX
$1.43B
| $5.66M | ﹤0.01% |
+101,861
| New | +$5.66M |
|
661
Etsy
ETSY
$5.77B
| $5.65M | ﹤0.01% |
46,424
+39,138
| +537% | +$4.76M |
|
662
AT&T
T
$207B
| $5.51M | ﹤0.01% |
255,671
-117,751
| -32% | -$2.54M |
|
663
Vipshop
VIPS
$8.58B
| $4.92M | ﹤0.01% |
314,330
-136,603
| -30% | -$2.14M |
|
664
United Therapeutics
UTHR
$17.8B
| $4.9M | ﹤0.01% |
48,505
+10,898
| +29% | +$1.1M |
|
665
StealthGas
GASS
$275M
| $4.88M | ﹤0.01% |
1,643,256
-42,824
| -3% | -$127K |
|
666
Rio Tinto
RIO
$104B
| $4.65M | ﹤0.01% |
76,946
-977
| -1% | -$59K |
|
667
Devon Energy
DVN
$21.9B
| $4.48M | ﹤0.01% |
473,657
+295,471
| +166% | +$2.8M |
|
668
Pultegroup
PHM
$27.9B
| $4.41M | ﹤0.01% |
95,358
+86,617
| +991% | +$4.01M |
|
669
Owens & Minor
OMI
$416M
| $4.27M | ﹤0.01% |
170,073
-67,933
| -29% | -$1.71M |
|
670
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$2.32B
| $3.95M | ﹤0.01% |
+114,478
| New | +$3.95M |
|
671
Tyson Foods
TSN
$19.9B
| $3.73M | ﹤0.01% |
62,766
-12,448
| -17% | -$741K |
|
672
Clearway Energy Class A
CWEN.A
$3.18B
| $3.62M | ﹤0.01% |
146,593
-33,535
| -19% | -$828K |
|
673
Tenet Healthcare
THC
$17B
| $3.6M | ﹤0.01% |
146,673
-5,748
| -4% | -$141K |
|
674
Wayfair
W
$11.3B
| $3.51M | ﹤0.01% |
12,043
+10,388
| +628% | +$3.02M |
|
|
TCDA
675
DELISTED
Tricida, Inc. Common Stock
TCDA
| $3.34M | ﹤0.01% |
368,944
-9,062
| -2% | -$82.1K |
|