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 | |
|---|---|---|---|---|---|---|
676
Skywest
SKYW
$4.39B
| $10.6M | ﹤0.01% |
102,753
+22,816
| +29% | +$2.35M |
|
677
Smith Douglas Homes
SDHC
$986M
| $10.6M | ﹤0.01% |
543,664
+57,155
| +12% | +$1.11M |
|
|
CBLL
678
CeriBell, Inc. Common Stock
CBLL
$424M
| $10.4M | ﹤0.01% |
555,364
+138,456
| +33% | +$2.59M |
|
679
Lithia Motors
LAD
$8.75B
| $10.3M | ﹤0.01% |
+30,636
| New | +$10.3M |
|
680
Canadian Imperial Bank of Commerce
CM
$73.3B
| $10.3M | ﹤0.01% |
145,918
+29,808
| +26% | +$2.11M |
|
681
Sanofi
SNY
$114B
| $9.87M | ﹤0.01% |
204,331
+10,209
| +5% | +$493K |
|
682
First Solar
FSLR
$22.1B
| $9.58M | ﹤0.01% |
+57,848
| New | +$9.58M |
|
683
CareTrust REIT
CTRE
$7.55B
| $9.25M | ﹤0.01% |
302,449
+67,156
| +29% | +$2.05M |
|
684
Novartis
NVS
$244B
| $9.01M | ﹤0.01% |
74,488
+34,537
| +86% | +$4.18M |
|
685
Mueller Industries
MLI
$10.7B
| $8.78M | ﹤0.01% |
110,455
+24,523
| +29% | +$1.95M |
|
686
Texas Roadhouse
TXRH
$10.9B
| $8.77M | ﹤0.01% |
46,786
-91,722
| -66% | -$17.2M |
|
687
British American Tobacco
BTI
$122B
| $8.42M | ﹤0.01% |
177,944
+9,439
| +6% | +$447K |
|
|
PDM
688
Piedmont Realty Trust, Inc.
PDM
$1.07B
| $8.18M | ﹤0.01% |
1,122,489
+47,856
| +4% | +$349K |
|
689
Bath & Body Works
BBWI
$5.74B
| $8.11M | ﹤0.01% |
270,611
+59,491
| +28% | +$1.78M |
|
690
Imperial Oil
IMO
$46.3B
| $7.83M | ﹤0.01% |
98,476
| – | – |
|
691
RELX
RELX
$82.4B
| $7.82M | ﹤0.01% |
143,918
+37,698
| +35% | +$2.05M |
|
692
UL Solutions
ULS
$13.2B
| $7.78M | ﹤0.01% |
106,805
-572,345
| -84% | -$41.7M |
|
|
BPMC
693
DELISTED
Blueprint Medicines
BPMC
| $7.74M | ﹤0.01% |
60,349
-210,647
| -78% | -$27M |
|
694
Cirrus Logic
CRUS
$5.68B
| $7.34M | ﹤0.01% |
70,395
+12,038
| +21% | +$1.26M |
|
695
Kontoor Brands
KTB
$4.33B
| $7.23M | ﹤0.01% |
+109,581
| New | +$7.23M |
|
|
MTSR
696
Metsera, Inc. Common Stock
MTSR
$3.88B
| $7.22M | ﹤0.01% |
253,712
-227,967
| -47% | -$6.49M |
|
697
BILL Holdings
BILL
$5.39B
| $6.8M | ﹤0.01% |
147,089
-560,256
| -79% | -$25.9M |
|
698
Amkor Technology
AMKR
$6.11B
| $6.66M | ﹤0.01% |
317,093
+70,406
| +29% | +$1.48M |
|
699
Altice USA
ATUS
$1.12B
| $6.58M | ﹤0.01% |
3,076,556
+5,026
| +0.2% | +$10.8K |
|
700
CG Oncology
CGON
$2.49B
| $6.49M | ﹤0.01% |
249,664
-8,426
| -3% | -$219K |
|