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 |
Willis Towers Watson
WTW
|
+$462M |
| 2 |
Advanced Micro Devices
AMD
|
+$382M |
| 3 |
Prologis
PLD
|
+$325M |
| 4 |
Corteva
CTVA
|
+$323M |
| 5 |
Exelon
EXC
|
+$297M |
Top Sells
| 1 |
Thermo Fisher Scientific
TMO
|
+$668M |
| 2 |
Danaher
DHR
|
+$639M |
| 3 |
PPG Industries
PPG
|
+$501M |
| 4 |
UBS Group
UBS
|
+$432M |
| 5 |
Equifax
EFX
|
+$412M |
Sector Composition
| 1 | Technology | 20.07% |
| 2 | Financials | 18.5% |
| 3 | Healthcare | 14.93% |
| 4 | Industrials | 13.39% |
| 5 | Consumer Discretionary | 6.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Cardinal Health
CAH
$36B
| $4.24M | ﹤0.01% |
+56,185
| New | +$4.24M |
|
652
Mine Safety
MSA
$6.61B
| $4.16M | ﹤0.01% |
31,196
+112
| +0.4% | +$15K |
|
653
TotalEnergies
TTE
$134B
| $4.09M | ﹤0.01% |
69,297
+21,049
| +44% | +$1.24M |
|
|
ALTR
654
DELISTED
Altair Engineering Inc. Class A Common Stock
ALTR
| $4.06M | ﹤0.01% |
56,286
-87,709
| -61% | -$6.32M |
|
|
KLRS
655
Kalaris Therapeutics, Inc. Common Stock
KLRS
$87.5M
| $4.03M | ﹤0.01% |
44,513
+1,876
| +4% | +$170K |
|
656
Waste Management
WM
$88.3B
| $4.03M | ﹤0.01% |
24,702
-1,353
| -5% | -$221K |
|
|
GMS
657
DELISTED
GMS Inc
GMS
| $4.01M | ﹤0.01% |
69,331
-4,510
| -6% | -$261K |
|
658
Pentair
PNR
$17.9B
| $3.91M | ﹤0.01% |
70,822
+443
| +0.6% | +$24.5K |
|
659
Ryerson Holding
RYI
$709M
| $3.89M | ﹤0.01% |
106,881
-3,023
| -3% | -$110K |
|
|
BECN
660
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $3.71M | ﹤0.01% |
62,967
-1,218
| -2% | -$71.7K |
|
661
Comerica
CMA
$8.88B
| $3.64M | ﹤0.01% |
83,841
-1,543,371
| -95% | -$67M |
|
662
Sana Biotechnology
SANA
$767M
| $3.54M | ﹤0.01% |
1,082,444
+29,872
| +3% | +$97.7K |
|
|
DQ
663
Daqo New Energy
DQ
$1.86B
| $3.51M | ﹤0.01% |
74,851
-57,706
| -44% | -$2.7M |
|
664
Eagle Materials
EXP
$7.42B
| $3.48M | ﹤0.01% |
23,681
-456
| -2% | -$66.9K |
|
665
Sanofi
SNY
$116B
| $3.42M | ﹤0.01% |
62,757
+15,730
| +33% | +$856K |
|
666
KT
KT
$9.64B
| $3.34M | ﹤0.01% |
294,217
+2,384
| +0.8% | +$27K |
|
667
Copa Holdings
CPA
$4.69B
| $3.32M | ﹤0.01% |
+35,987
| New | +$3.32M |
|
668
Lyell Immunopharma
LYEL
$253M
| $3.28M | ﹤0.01% |
69,570
+5,144
| +8% | +$243K |
|
669
Amkor Technology
AMKR
$6.15B
| $3.28M | ﹤0.01% |
126,010
-2,437
| -2% | -$63.4K |
|
670
Reliance Steel & Aluminium
RS
$15.4B
| $3.23M | ﹤0.01% |
12,566
-244
| -2% | -$62.6K |
|
671
New Oriental
EDU
$8.51B
| $3.17M | ﹤0.01% |
82,156
+17,140
| +26% | +$662K |
|
672
Teekay Tankers
TNK
$1.8B
| $3.15M | ﹤0.01% |
73,479
-2,076
| -3% | -$89.1K |
|
673
Dell
DELL
$82B
| $3.12M | ﹤0.01% |
77,684
-1,502
| -2% | -$60.4K |
|
|
ETRN
674
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
| $3.1M | ﹤0.01% |
537,068
-15,184
| -3% | -$87.8K |
|
675
VeriSign
VRSN
$26.7B
| $3.07M | ﹤0.01% |
14,524
-38
| -0.3% | -$8.03K |
|