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
|
+$1.3B |
| 2 |
Progressive
PGR
|
+$794M |
| 3 |
Morgan Stanley
MS
|
+$701M |
| 4 |
Icon
ICLR
|
+$474M |
| 5 |
Fiserv
FI
|
+$462M |
Top Sells
| 1 |
Zimmer Biomet
ZBH
|
+$912M |
| 2 |
State Street
STT
|
+$775M |
| 3 |
Accenture
ACN
|
+$578M |
| 4 |
Alibaba
BABA
|
+$562M |
| 5 |
Goldman Sachs
GS
|
+$480M |
Sector Composition
| 1 | Technology | 21.43% |
| 2 | Financials | 18.37% |
| 3 | Healthcare | 14.91% |
| 4 | Industrials | 13.45% |
| 5 | Communication Services | 8.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Prelude Therapeutics
PRLD
$67.4M
| $12.2M | ﹤0.01% |
281,164
-3,023
| -1% | -$131K |
|
|
AMBR
652
Amber International Holding Limited American Depositary Shares
AMBR
$390M
| $12.1M | ﹤0.01% |
103,146
+23,385
| +29% | +$2.75M |
|
653
Berkshire Hathaway Class B
BRK.B
$1.06T
| $12.1M | ﹤0.01% |
47,390
-3,694
| -7% | -$944K |
|
|
BNR
654
Burning Rock Biotech
BNR
$95.5M
| $12.1M | ﹤0.01% |
44,930
+18,305
| +69% | +$4.93M |
|
655
Incyte
INCY
$16.8B
| $12.1M | ﹤0.01% |
148,707
-4,549
| -3% | -$370K |
|
|
AFIB
656
DELISTED
Acutus Medical, Inc. Common Stock
AFIB
| $12.1M | ﹤0.01% |
902,981
+303,445
| +51% | +$4.06M |
|
|
CELL
657
DELISTED
PhenomeX Inc. Common Stock
CELL
| $11.5M | ﹤0.01% |
229,266
+79,201
| +53% | +$3.98M |
|
658
Globant
GLOB
$2.52B
| $11.1M | ﹤0.01% |
53,317
-10,717
| -17% | -$2.22M |
|
659
CrowdStrike
CRWD
$107B
| $10.7M | ﹤0.01% |
58,610
-810
| -1% | -$148K |
|
660
Grupo Aeroportuario del Sureste
ASR
$10.1B
| $10.6M | ﹤0.01% |
59,776
-1,807
| -3% | -$321K |
|
661
Seer Inc
SEER
$117M
| $9.99M | ﹤0.01% |
199,717
-29,732
| -13% | -$1.49M |
|
662
Compañía de Cervecerías Unidas
CCU
$2.18B
| $9.93M | ﹤0.01% |
561,868
-3,708
| -0.7% | -$65.5K |
|
663
Biogen
BIIB
$20.9B
| $9.92M | ﹤0.01% |
35,457
-34,295
| -49% | -$9.59M |
|
664
Curtiss-Wright
CW
$18.7B
| $9.75M | ﹤0.01% |
82,164
+208
| +0.3% | +$24.7K |
|
665
JB Hunt Transport Services
JBHT
$13.3B
| $9.7M | ﹤0.01% |
57,715
+146
| +0.3% | +$24.5K |
|
|
AGR
666
DELISTED
Avangrid, Inc.
AGR
| $9.22M | ﹤0.01% |
185,083
-38,442
| -17% | -$1.91M |
|
667
Pinduoduo
PDD
$177B
| $9.15M | ﹤0.01% |
68,328
+47,167
| +223% | +$6.31M |
|
|
MMP
668
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $9.08M | ﹤0.01% |
209,448
-531,763
| -72% | -$23.1M |
|
669
Wayfair
W
$11.3B
| $9.07M | ﹤0.01% |
28,826
+9,995
| +53% | +$3.15M |
|
670
Coca-Cola
KO
$292B
| $9.02M | ﹤0.01% |
171,088
+434
| +0.3% | +$22.9K |
|
671
Grupo Cibest S.A. American Depositary Shares (each representing four (4) Preferred Shares)
CIB
$12.9B
| $8.39M | ﹤0.01% |
262,121
-1,895
| -0.7% | -$60.6K |
|
672
PPL Corp
PPL
$26.5B
| $7.94M | ﹤0.01% |
275,258
+10,418
| +4% | +$300K |
|
673
Essential Utilities
WTRG
$10.6B
| $7.87M | ﹤0.01% |
175,767
+6,653
| +4% | +$298K |
|
674
Zoom
ZM
$25.1B
| $7.73M | ﹤0.01% |
24,057
-2,205
| -8% | -$709K |
|
675
Lightspeed Commerce
LSPD
$1.58B
| $7.72M | ﹤0.01% |
122,916
-18
| -0% | -$1.13K |
|