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 |
Broadcom
AVGO
|
+$889M |
| 2 |
Mastercard
MA
|
+$731M |
| 3 |
Nasdaq
NDAQ
|
+$612M |
| 4 |
Wells Fargo
WFC
|
+$472M |
| 5 |
LPL Financial
LPLA
|
+$347M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$1.05B |
| 2 |
Visa
V
|
+$948M |
| 3 |
Salesforce
CRM
|
+$578M |
| 4 |
Canadian Pacific Kansas City
CP
|
+$515M |
| 5 |
Eli Lilly
LLY
|
+$482M |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Financials | 20.58% |
| 3 | Industrials | 13.15% |
| 4 | Healthcare | 11.03% |
| 5 | Consumer Discretionary | 7.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Magna International
MGA
$12.9B
| $14.8M | ﹤0.01% |
382,921
+601
| +0.2% | +$23.2K |
|
652
WisdomTree India Earnings Fund ETF
EPI
$2.93B
| $14.5M | ﹤0.01% |
304,460
+48,909
| +19% | +$2.32M |
|
653
Teradyne
TER
$18.8B
| $14.2M | ﹤0.01% |
157,579
-1,446
| -0.9% | -$130K |
|
654
Immunocore
IMCR
$1.82B
| $14M | ﹤0.01% |
445,767
-14,984
| -3% | -$470K |
|
655
SS&C Technologies
SSNC
$21.6B
| $14M | ﹤0.01% |
168,585
-9,572
| -5% | -$793K |
|
656
Chart Industries
GTLS
$8.95B
| $13.6M | ﹤0.01% |
+82,504
| New | +$13.6M |
|
657
AvalonBay Communities
AVB
$27.5B
| $13.4M | ﹤0.01% |
66,009
-3,405
| -5% | -$693K |
|
658
Entergy
ETR
$39.5B
| $13.4M | ﹤0.01% |
161,173
-117,056
| -42% | -$9.73M |
|
659
Reinsurance Group of America
RGA
$12.7B
| $12.7M | ﹤0.01% |
63,937
-38,749
| -38% | -$7.69M |
|
660
Gilead Sciences
GILD
$143B
| $12.7M | ﹤0.01% |
114,291
+20,005
| +21% | +$2.22M |
|
661
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.73B
| $12.5M | ﹤0.01% |
287,528
+63,834
| +29% | +$2.77M |
|
662
TC Energy
TRP
$54B
| $12.4M | ﹤0.01% |
253,657
-6,673
| -3% | -$326K |
|
663
Rio Tinto
RIO
$101B
| $12.4M | ﹤0.01% |
211,894
+9,777
| +5% | +$570K |
|
664
Outset Medical
OM
$241M
| $12.2M | ﹤0.01% |
636,333
-203,915
| -24% | -$3.92M |
|
|
HUT
665
Hut 8
HUT
$3.26B
| $12.1M | ﹤0.01% |
648,495
-638,668
| -50% | -$11.9M |
|
666
Colliers International
CIGI
$8.41B
| $12M | ﹤0.01% |
91,760
-14,335
| -14% | -$1.87M |
|
667
Wendy's
WEN
$1.87B
| $11.8M | ﹤0.01% |
1,032,790
-11,625
| -1% | -$133K |
|
668
National Grid
NGG
$70.1B
| $11.8M | ﹤0.01% |
+158,362
| New | +$11.8M |
|
669
Procept Biorobotics
PRCT
$2.09B
| $11.8M | ﹤0.01% |
204,494
-56,144
| -22% | -$3.23M |
|
670
Novo Nordisk
NVO
$241B
| $11.5M | ﹤0.01% |
166,973
+25,920
| +18% | +$1.79M |
|
671
TotalEnergies
TTE
$136B
| $11.1M | ﹤0.01% |
181,214
+9,483
| +6% | +$582K |
|
672
ING
ING
$72.9B
| $10.8M | ﹤0.01% |
492,775
-36,956
| -7% | -$808K |
|
673
Old Dominion Freight Line
ODFL
$30.8B
| $10.7M | ﹤0.01% |
+65,650
| New | +$10.7M |
|
674
Regeneron Pharmaceuticals
REGN
$59B
| $10.6M | ﹤0.01% |
20,202
-761
| -4% | -$400K |
|
675
Cboe Global Markets
CBOE
$24.6B
| $10.6M | ﹤0.01% |
45,455
+7,758
| +21% | +$1.81M |
|