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 |
Boeing
BA
|
+$1.35B |
| 2 |
Flutter Entertainment
FLUT
|
+$828M |
| 3 |
Mondelez International
MDLZ
|
+$595M |
| 4 |
KKR & Co
KKR
|
+$552M |
| 5 |
Salesforce
CRM
|
+$548M |
Top Sells
| 1 |
Charter Communications
CHTR
|
+$979M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$744M |
| 3 |
Accenture
ACN
|
+$735M |
| 4 |
Boston Scientific
BSX
|
+$724M |
| 5 |
Eaton
ETN
|
+$527M |
Sector Composition
| 1 | Technology | 22.22% |
| 2 | Financials | 19.01% |
| 3 | Healthcare | 13.21% |
| 4 | Industrials | 12.84% |
| 5 | Consumer Discretionary | 6.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Gilead Sciences
GILD
$143B
| $6.25M | ﹤0.01% |
85,282
+295
| +0.3% | +$21.6K |
|
|
BECN
652
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $6.13M | ﹤0.01% |
62,507
+854
| +1% | +$83.7K |
|
653
Afya
AFYA
$1.42B
| $6.1M | ﹤0.01% |
328,551
+756
| +0.2% | +$14K |
|
654
IDEX
IEX
$12.2B
| $5.97M | ﹤0.01% |
24,476
-13,295
| -35% | -$3.24M |
|
655
RBC Bearings
RBC
$11.7B
| $5.8M | ﹤0.01% |
21,438
-7,945
| -27% | -$2.15M |
|
656
ENI
E
$52.6B
| $5.75M | ﹤0.01% |
181,157
+6,712
| +4% | +$213K |
|
657
CBRE Group
CBRE
$48.2B
| $5.72M | ﹤0.01% |
58,854
-21,094
| -26% | -$2.05M |
|
658
KE Holdings
BEKE
$23.5B
| $5.56M | ﹤0.01% |
405,023
-10,581
| -3% | -$145K |
|
659
Annexon
ANNX
$234M
| $5.55M | ﹤0.01% |
773,914
-4,054
| -0.5% | -$29.1K |
|
660
Polaris
PII
$3.26B
| $5.45M | ﹤0.01% |
54,475
-32,312
| -37% | -$3.24M |
|
|
B
661
Barrick Mining Corporation
B
$49.6B
| $5.41M | ﹤0.01% |
325,122
-44,999
| -12% | -$749K |
|
662
Elastic
ESTC
$9.53B
| $5.34M | ﹤0.01% |
53,237
+141
| +0.3% | +$14.1K |
|
663
Park Hotels & Resorts
PK
$2.33B
| $5.3M | ﹤0.01% |
302,780
+44,662
| +17% | +$781K |
|
664
NatWest
NWG
$57.5B
| $5.14M | ﹤0.01% |
755,526
+28,491
| +4% | +$194K |
|
665
State Street
STT
$31.9B
| $4.99M | ﹤0.01% |
64,545
-19,754
| -23% | -$1.53M |
|
|
PDM
666
Piedmont Realty Trust, Inc.
PDM
$1.08B
| $4.92M | ﹤0.01% |
700,489
+120,430
| +21% | +$847K |
|
667
Silicon Laboratories
SLAB
$4.44B
| $4.87M | ﹤0.01% |
33,907
-65,081
| -66% | -$9.35M |
|
668
InterContinental Hotels
IHG
$18.9B
| $4.86M | ﹤0.01% |
46,007
+7,773
| +20% | +$821K |
|
669
TaskUs
TASK
$1.6B
| $4.85M | ﹤0.01% |
416,141
+134,292
| +48% | +$1.56M |
|
670
Armstrong World Industries
AWI
$8.38B
| $4.81M | ﹤0.01% |
+38,732
| New | +$4.81M |
|
671
Reliance Steel & Aluminium
RS
$15.4B
| $4.66M | ﹤0.01% |
13,949
+439
| +3% | +$147K |
|
672
Boise Cascade
BCC
$3.18B
| $4.51M | ﹤0.01% |
29,412
-4,577
| -13% | -$702K |
|
673
Amkor Technology
AMKR
$6.21B
| $4.46M | ﹤0.01% |
138,381
+2,932
| +2% | +$94.5K |
|
674
NetApp
NTAP
$24.3B
| $4.36M | ﹤0.01% |
+41,577
| New | +$4.36M |
|
675
Mine Safety
MSA
$6.57B
| $4.35M | ﹤0.01% |
22,453
-7,979
| -26% | -$1.54M |
|