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 |
Amazon
AMZN
|
$3.78B |
| 2 |
Target
TGT
|
$813M |
| 3 |
General Dynamics
GD
|
$512M |
| 4 |
Charter Communications
CHTR
|
$475M |
| 5 |
KLA
KLAC
|
$456M |
Top Sells
| 1 |
Fidelity National Information Services
FIS
|
$716M |
| 2 |
Netflix
NFLX
|
$605M |
| 3 |
Johnson & Johnson
JNJ
|
$533M |
| 4 |
Intel
INTC
|
$468M |
| 5 |
Aon
AON
|
$427M |
Sector Composition
| 1 | Technology | 18.97% |
| 2 | Financials | 18.85% |
| 3 | Healthcare | 16.52% |
| 4 | Industrials | 13.11% |
| 5 | Communication Services | 7.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Workday
WDAY
$61.1B
| $5.24M | ﹤0.01% |
37,555
-734
| -2% | -$102K |
|
652
Dycom Industries
DY
$7.1B
| $5.14M | ﹤0.01% |
55,197
+44,047
| +395% | +$4.1M |
|
653
Sana Biotechnology
SANA
$721M
| $4.9M | ﹤0.01% |
762,616
-5,728
| -0.7% | -$36.8K |
|
654
Enphase Energy
ENPH
$4.84B
| $4.84M | ﹤0.01% |
+24,772
| New | +$4.84M |
|
655
Exelixis
EXEL
$10B
| $4.81M | ﹤0.01% |
231,029
+158,121
| +217% | +$3.29M |
|
656
Waste Management
WM
$90.9B
| $4.75M | ﹤0.01% |
31,075
-218
| -0.7% | -$33.4K |
|
657
Marathon Petroleum
MPC
$54.8B
| $4.72M | ﹤0.01% |
57,429
+23,560
| +70% | +$1.94M |
|
658
Moderna
MRNA
$9.41B
| $4.58M | ﹤0.01% |
32,034
-17,370
| -35% | -$2.48M |
|
659
Eventbrite
EB
$260M
| $4.54M | ﹤0.01% |
442,391
+108,730
| +33% | +$1.12M |
|
660
Kroger
KR
$45.4B
| $4.44M | ﹤0.01% |
93,831
-1,049
| -1% | -$49.6K |
|
661
AbbVie
ABBV
$374B
| $4.38M | ﹤0.01% |
+28,591
| New | +$4.38M |
|
662
KT
KT
$9.54B
| $4.35M | ﹤0.01% |
311,272
+13,100
| +4% | +$183K |
|
663
Arista Networks
ANET
$171B
| $4.33M | ﹤0.01% |
+46,154
| New | +$4.33M |
|
664
Fomento Económico Mexicano
FMX
$30.2B
| $4.3M | ﹤0.01% |
63,722
+21,402
| +51% | +$1.44M |
|
665
Forrester Research
FORR
$183M
| $4.29M | ﹤0.01% |
89,631
+453
| +0.5% | +$21.7K |
|
666
Mitsubishi UFJ Financial
MUFG
$174B
| $4.2M | ﹤0.01% |
786,601
-29,818
| -4% | -$159K |
|
667
Landstar System
LSTR
$4.56B
| $4.11M | ﹤0.01% |
28,270
+2,024
| +8% | +$294K |
|
668
GMS Inc
GMS
$4.2B
| $4.07M | ﹤0.01% |
91,350
-477,364
| -84% | -$21.2M |
|
669
Ford
F
$46.6B
| $4.04M | ﹤0.01% |
362,483
-394
| -0.1% | -$4.39K |
|
670
Amkor Technology
AMKR
$5.91B
| $4M | ﹤0.01% |
235,804
+59,780
| +34% | +$1.01M |
|
671
Itaú Unibanco
ITUB
$75.6B
| $3.84M | ﹤0.01% |
897,972
-356
| -0% | -$1.52K |
|
672
United Therapeutics
UTHR
$18.3B
| $3.8M | ﹤0.01% |
16,124
+316
| +2% | +$74.5K |
|
673
Mine Safety
MSA
$6.62B
| $3.76M | ﹤0.01% |
31,045
-580
| -2% | -$70.2K |
|
674
Pinduoduo
PDD
$173B
| $3.66M | ﹤0.01% |
+59,269
| New | +$3.66M |
|
675
Dillards
DDS
$8.63B
| $3.49M | ﹤0.01% |
15,841
+5,880
| +59% | +$1.3M |
|