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 |
Exxon Mobil
XOM
|
+$1.63B |
| 2 |
Qualcomm
QCOM
|
+$607M |
| 3 |
GE Aerospace
GE
|
+$580M |
| 4 |
Salesforce
CRM
|
+$494M |
| 5 |
Chevron
CVX
|
+$477M |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$1.69B |
| 2 |
Comcast
CMCSA
|
+$1.26B |
| 3 |
Boston Scientific
BSX
|
+$1.14B |
| 4 |
NVIDIA
NVDA
|
+$1.03B |
| 5 |
Flutter Entertainment
FLUT
|
+$828M |
Sector Composition
| 1 | Technology | 23.99% |
| 2 | Financials | 18.51% |
| 3 | Healthcare | 12.55% |
| 4 | Industrials | 12.27% |
| 5 | Consumer Discretionary | 6.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Stewart Information Services
STC
$2.06B
| $8.53M | ﹤0.01% |
+137,402
| New | +$8.53M |
|
652
iShares Core MSCI EAFE ETF
IEFA
$152B
| $8.51M | ﹤0.01% |
+117,199
| New | +$8.51M |
|
653
Rio Tinto
RIO
$101B
| $8.48M | ﹤0.01% |
128,617
+4,023
| +3% | +$265K |
|
654
CG Oncology
CGON
$2.52B
| $8.42M | ﹤0.01% |
266,787
+6,899
| +3% | +$218K |
|
|
GMS
655
DELISTED
GMS Inc
GMS
| $8.41M | ﹤0.01% |
104,348
+11,120
| +12% | +$896K |
|
656
Imperial Oil
IMO
$46B
| $7.8M | ﹤0.01% |
114,322
| – | – |
|
657
NatWest
NWG
$57.2B
| $7.08M | ﹤0.01% |
881,133
+125,607
| +17% | +$1.01M |
|
658
Colliers International
CIGI
$8.39B
| $7.03M | ﹤0.01% |
62,943
-688
| -1% | -$76.8K |
|
659
Flywire
FLYW
$1.6B
| $7M | ﹤0.01% |
426,869
-3,455
| -0.8% | -$56.6K |
|
|
OTLY
660
Oatly Group
OTLY
$526M
| $6.9M | ﹤0.01% |
367,137
+9,425
| +3% | +$177K |
|
661
Deckers Outdoor
DECK
$17.1B
| $6.9M | ﹤0.01% |
42,756
-163,494
| -79% | -$26.4M |
|
662
New Oriental
EDU
$8.48B
| $6.87M | ﹤0.01% |
88,435
+9,658
| +12% | +$751K |
|
663
Sanofi
SNY
$115B
| $6.85M | ﹤0.01% |
141,159
+10,941
| +8% | +$531K |
|
664
American Airlines Group
AAL
$8.35B
| $6.64M | ﹤0.01% |
586,324
+13,789
| +2% | +$156K |
|
665
Textron
TXT
$14.4B
| $6.52M | ﹤0.01% |
75,950
+6,785
| +10% | +$583K |
|
666
Elastic
ESTC
$9.48B
| $6.36M | ﹤0.01% |
55,823
+2,586
| +5% | +$295K |
|
667
Amkor Technology
AMKR
$6.23B
| $6.1M | ﹤0.01% |
152,393
+14,012
| +10% | +$561K |
|
668
ENI
E
$52.7B
| $6.04M | ﹤0.01% |
196,196
+15,039
| +8% | +$463K |
|
669
Outset Medical
OM
$251M
| $5.92M | ﹤0.01% |
102,591
+55,645
| +119% | +$3.21M |
|
|
GAP
670
The Gap, Inc.
GAP
$8.96B
| $5.9M | ﹤0.01% |
246,988
-22,928
| -8% | -$548K |
|
671
Gilead Sciences
GILD
$143B
| $5.89M | ﹤0.01% |
85,804
+522
| +0.6% | +$35.8K |
|
672
VeriSign
VRSN
$26.3B
| $5.73M | ﹤0.01% |
32,223
+12,039
| +60% | +$2.14M |
|
673
Workday
WDAY
$61.4B
| $5.71M | ﹤0.01% |
25,532
+141
| +0.6% | +$31.5K |
|
674
Mueller Industries
MLI
$10.5B
| $5.63M | ﹤0.01% |
98,920
+90,841
| +1,124% | +$5.17M |
|
675
Astera Labs
ALAB
$35.1B
| $5.53M | ﹤0.01% |
91,408
+2,343
| +3% | +$142K |
|