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 |
Meta Platforms (Facebook)
META
|
$1.49B |
| 2 |
Eli Lilly
LLY
|
$784M |
| 3 |
NVIDIA
NVDA
|
$544M |
| 4 |
Spotify
SPOT
|
$510M |
| 5 |
Kenvue
KVUE
|
$493M |
Top Sells
| 1 |
Adobe
ADBE
|
$1.02B |
| 2 |
Thermo Fisher Scientific
TMO
|
$698M |
| 3 |
Danaher
DHR
|
$657M |
| 4 |
Intuit
INTU
|
$622M |
| 5 |
Boston Scientific
BSX
|
$562M |
Sector Composition
| 1 | Technology | 21.36% |
| 2 | Financials | 17.98% |
| 3 | Healthcare | 14.07% |
| 4 | Industrials | 13.34% |
| 5 | Consumer Discretionary | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Lyell Immunopharma
LYEL
$240M
| $4.37M | ﹤0.01% |
68,661
-909
| -1% | -$57.8K |
|
652
Bio-Techne
TECH
$8.34B
| $4.31M | ﹤0.01% |
52,806
-345,134
| -87% | -$28.2M |
|
653
Elastic
ESTC
$9.53B
| $4.24M | ﹤0.01% |
66,119
-439,227
| -87% | -$28.2M |
|
654
BioXcel Therapeutics
BTAI
$59.2M
| $4.15M | ﹤0.01% |
38,970
+16,215
| +71% | +$1.73M |
|
655
Amkor Technology
AMKR
$6.15B
| $3.94M | ﹤0.01% |
132,427
+6,417
| +5% | +$191K |
|
656
New Oriental
EDU
$8.19B
| $3.94M | ﹤0.01% |
99,690
+17,534
| +21% | +$692K |
|
657
Reliance Steel & Aluminium
RS
$15.7B
| $3.59M | ﹤0.01% |
13,207
+641
| +5% | +$174K |
|
658
NatWest
NWG
$56.2B
| $3.57M | ﹤0.01% |
583,788
+126,031
| +28% | +$771K |
|
659
MGM Resorts International
MGM
$9.9B
| $3.51M | ﹤0.01% |
+80,022
| New | +$3.51M |
|
660
Yext
YEXT
$1.09B
| $3.51M | ﹤0.01% |
310,377
-7,310
| -2% | -$82.7K |
|
|
OPTN
661
DELISTED
OptiNose
OPTN
| $3.5M | ﹤0.01% |
189,746
-1,916
| -1% | -$35.4K |
|
662
ENI
E
$51.9B
| $3.49M | ﹤0.01% |
121,386
+19,010
| +19% | +$547K |
|
663
Atlassian
TEAM
$44.9B
| $3.47M | ﹤0.01% |
20,659
-544,866
| -96% | -$91.4M |
|
|
KLRS
664
Kalaris Therapeutics, Inc. Common Stock
KLRS
$84.9M
| $3.44M | ﹤0.01% |
43,962
-551
| -1% | -$43.1K |
|
665
Dillards
DDS
$8.92B
| $3.4M | ﹤0.01% |
10,413
+505
| +5% | +$165K |
|
666
Ryerson Holding
RYI
$738M
| $3.39M | ﹤0.01% |
78,164
-28,717
| -27% | -$1.25M |
|
667
VeriSign
VRSN
$26.5B
| $3.31M | ﹤0.01% |
14,638
+114
| +0.8% | +$25.8K |
|
668
American Airlines Group
AAL
$8.52B
| $3.3M | ﹤0.01% |
+184,127
| New | +$3.3M |
|
669
Dell
DELL
$83.7B
| $3.17M | ﹤0.01% |
58,624
-19,060
| -25% | -$1.03M |
|
670
Post Holdings
POST
$5.8B
| $3M | ﹤0.01% |
34,580
+6,175
| +22% | +$535K |
|
671
Ecolab
ECL
$77.9B
| $2.92M | ﹤0.01% |
15,628
-192
| -1% | -$35.8K |
|
672
Steel Dynamics
STLD
$19.8B
| $2.87M | ﹤0.01% |
+26,314
| New | +$2.87M |
|
673
BlueLinx
BXC
$673M
| $2.77M | ﹤0.01% |
29,561
-697
| -2% | -$65.4K |
|
674
Yelp
YELP
$2.01B
| $2.76M | ﹤0.01% |
75,691
+51,189
| +209% | +$1.86M |
|
675
Teekay Tankers
TNK
$1.85B
| $2.74M | ﹤0.01% |
71,787
-1,692
| -2% | -$64.7K |
|