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 |
Tesla
TSLA
|
+$2.31B |
| 2 |
Atlassian
TEAM
|
+$687M |
| 3 |
Autodesk
ADSK
|
+$682M |
| 4 |
Netflix
NFLX
|
+$663M |
| 5 |
Boeing
BA
|
+$620M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$1.37B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.24B |
| 3 |
Visa
V
|
+$898M |
| 4 |
Cadence Design Systems
CDNS
|
+$791M |
| 5 |
JPMorgan Chase
JPM
|
+$745M |
Sector Composition
| 1 | Technology | 22.04% |
| 2 | Financials | 20.25% |
| 3 | Industrials | 12.48% |
| 4 | Healthcare | 11.1% |
| 5 | Consumer Discretionary | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Rio Tinto
RIO
$101B
| $9.85M | ﹤0.01% |
167,490
+35,349
| +27% | +$2.08M |
|
652
Mitsubishi UFJ Financial
MUFG
$178B
| $9.82M | ﹤0.01% |
837,745
+39,598
| +5% | +$464K |
|
653
Incyte
INCY
$16.7B
| $9.65M | ﹤0.01% |
139,712
+68,021
| +95% | +$4.7M |
|
654
NatWest
NWG
$57.4B
| $9.61M | ﹤0.01% |
944,614
+49,462
| +6% | +$503K |
|
|
HUT
655
Hut 8
HUT
$2.94B
| $9.38M | ﹤0.01% |
+457,679
| New | +$9.38M |
|
656
GoDaddy
GDDY
$20.5B
| $8.93M | ﹤0.01% |
45,242
+5,457
| +14% | +$1.08M |
|
657
Exelixis
EXEL
$10.2B
| $8.77M | ﹤0.01% |
263,217
-63,037
| -19% | -$2.1M |
|
658
Novo Nordisk
NVO
$239B
| $8.61M | ﹤0.01% |
100,108
+20,448
| +26% | +$1.76M |
|
659
Zoom
ZM
$25.5B
| $8.45M | ﹤0.01% |
+103,506
| New | +$8.45M |
|
|
PCG.PRX
660
PG&E Corporation 6.000% Series A Mandatory Convertible Preferred Stock
PCG.PRX
$1.27B
| $8.15M | ﹤0.01% |
+163,782
| New | +$8.15M |
|
661
Altice USA
ATUS
$1.1B
| $8.03M | ﹤0.01% |
3,332,905
-257,115
| -7% | -$620K |
|
662
ENI
E
$52.7B
| $7.67M | ﹤0.01% |
280,242
+73,511
| +36% | +$2.01M |
|
663
TotalEnergies
TTE
$135B
| $7.53M | ﹤0.01% |
138,235
+4,588
| +3% | +$250K |
|
664
Sanofi
SNY
$115B
| $7.48M | ﹤0.01% |
155,078
+7,123
| +5% | +$344K |
|
665
CG Oncology
CGON
$2.52B
| $7.38M | ﹤0.01% |
257,157
-22,788
| -8% | -$654K |
|
666
Mueller Industries
MLI
$10.6B
| $7.36M | ﹤0.01% |
92,762
-9,655
| -9% | -$766K |
|
|
GMS
667
DELISTED
GMS Inc
GMS
| $7.36M | ﹤0.01% |
86,749
-19,133
| -18% | -$1.62M |
|
668
UnitedHealth
UNH
$314B
| $7.06M | ﹤0.01% |
13,955
-1,474
| -10% | -$746K |
|
669
Canadian Imperial Bank of Commerce
CM
$72.8B
| $7.03M | ﹤0.01% |
111,114
-919
| -0.8% | -$58.1K |
|
670
Gilead Sciences
GILD
$143B
| $7.01M | ﹤0.01% |
75,918
+511
| +0.7% | +$47.2K |
|
671
Imperial Oil
IMO
$46B
| $6.98M | ﹤0.01% |
113,332
-990
| -0.9% | -$61K |
|
672
Textron
TXT
$14.4B
| $6.87M | ﹤0.01% |
89,780
+9,807
| +12% | +$750K |
|
673
VeriSign
VRSN
$26.3B
| $6.67M | ﹤0.01% |
32,223
| – | – |
|
674
Funko
FNKO
$188M
| $6.12M | ﹤0.01% |
457,017
-2,432,555
| -84% | -$32.6M |
|
675
Flywire
FLYW
$1.6B
| $6.1M | ﹤0.01% |
296,064
-114,476
| -28% | -$2.36M |
|