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 | $567M | |
| 2 | $383M | |
| 3 | $351M | |
| 4 | $345M | |
| 5 | $306M |
Top Sells
| 1 | $1.38B | |
| 2 | $891M | |
| 3 | $795M | |
| 4 | $790M | |
| 5 | $712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.5% |
| 3 | Industrials | 12.37% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.89% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $7.12M | 0% | 98,476 -14,856 | -13% | -$1.07M | |||
| $7.1M | 0% | 477,064 -460,976 | -49% | -$6.86M | |||
| $6.98M | 0% | 79,937 +20,615 | +35% | +$1.8M | |||
| $6.97M | 0% | 168,505 +31,920 | +23% | +$1.32M | |||
| $6.72M | 0% | 235,293 +85,508 | +57% | +$2.44M | |||
| $6.54M | 0% | 85,932 -6,830 | -7% | -$520K | |||
| $6.54M | 0% | 116,110 +4,996 | +5% | +$281K | |||
| $6.48M | 0% | 59,093 +10,735 | +22% | +$1.18M | |||
| $6.4M | 0% | 211,120 +68,515 | +48% | +$2.08M | |||
| $6.32M | 0% | 258,090 +933 | +0.4% | +$22.8K | |||
| $6M | 0% | 169,013 +64,922 | +62% | +$2.3M | |||
| $5.85M | 0% | 79,944 -6,805 | -8% | -$498K | |||
| $5.82M | 0% | 58,357 +10,297 | +21% | +$1.03M | |||
| $5.79M | 0% | 2,307,698 | New | +$5.79M | |||
| $5.73M | 0% | 58,762 -824 | -1% | -$80.3K | |||
| $5.68M | 0% | 1,918,434 -2,253,849 | -54% | -$6.67M | |||
| $5.63M | 0% | 15,584 +9,391 | +152% | +$3.39M | |||
| $5.61M | 0% | 54,749 +221 | +0.4% | +$22.6K | |||
| $5.59M | 0% | 287,668 +1,035 | +0.4% | +$20.1K | |||
| $5.37M | 0% | 211,399 +111,356 | +111% | +$2.83M | |||
| $5.35M | 0% | 106,220 +54,062 | +104% | +$2.73M | |||
| $4.82M | 0% | 233,811 +60,294 | +35% | +$1.24M | |||
| $4.63M | 0% | 8,848 -5,107 | -37% | -$2.67M | |||
| $4.59M | 0% | 32,586 -9,492 | -23% | -$1.34M | |||
| $4.46M | 0% | 246,687 +63,615 | +35% | +$1.15M |
