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 |
Boston Scientific
BSX
|
+$527M |
| 2 |
Merck
MRK
|
+$516M |
| 3 |
ConocoPhillips
COP
|
+$462M |
| 4 |
Masco
MAS
|
+$397M |
| 5 |
NXP Semiconductors
NXPI
|
+$348M |
Top Sells
| 1 |
Wells Fargo
WFC
|
+$636M |
| 2 |
Bank of New York Mellon
BK
|
+$447M |
| 3 |
RTX Corp
RTX
|
+$428M |
| 4 |
Pfizer
PFE
|
+$412M |
| 5 |
3M
MMM
|
+$411M |
Sector Composition
| 1 | Technology | 19.84% |
| 2 | Financials | 18.12% |
| 3 | Healthcare | 16.64% |
| 4 | Industrials | 13.63% |
| 5 | Communication Services | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
JD.com
JD
$48B
| $2.08M | ﹤0.01% |
51,284
-491
| -0.9% | -$19.9K |
|
677
United Rentals
URI
$62.4B
| $2.06M | ﹤0.01% |
19,989
+560
| +3% | +$57.6K |
|
678
Broadridge
BR
$29.7B
| $2.01M | ﹤0.01% |
21,172
+67
| +0.3% | +$6.35K |
|
679
Hewlett Packard
HPE
$31.5B
| $2M | ﹤0.01% |
+206,352
| New | +$2M |
|
680
Radian Group
RDN
$4.77B
| $2M | ﹤0.01% |
154,713
-4,918
| -3% | -$63.7K |
|
681
Teekay Tankers
TNK
$1.84B
| $1.99M | ﹤0.01% |
89,318
+14,137
| +19% | +$314K |
|
|
TRTN
682
DELISTED
Triton International Limited
TRTN
| $1.98M | ﹤0.01% |
76,514
+12,112
| +19% | +$313K |
|
|
ARNA
683
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $1.97M | ﹤0.01% |
46,802
+7,409
| +19% | +$311K |
|
684
MRC Global
MRC
$1.26B
| $1.96M | ﹤0.01% |
459,159
+232,042
| +102% | +$988K |
|
685
Dover
DOV
$24.4B
| $1.93M | ﹤0.01% |
23,029
-1,954
| -8% | -$164K |
|
686
WPP
WPP
$5.89B
| $1.93M | ﹤0.01% |
57,057
+480
| +0.8% | +$16.2K |
|
687
KT
KT
$9.64B
| $1.9M | ﹤0.01% |
244,521
-2,248
| -0.9% | -$17.5K |
|
688
Essent Group
ESNT
$6.29B
| $1.89M | ﹤0.01% |
71,639
+11,339
| +19% | +$299K |
|
689
OneMain Financial
OMF
$7.27B
| $1.89M | ﹤0.01% |
98,661
+54,179
| +122% | +$1.04M |
|
690
Varex Imaging
VREX
$485M
| $1.81M | ﹤0.01% |
79,814
+12,631
| +19% | +$287K |
|
691
Esperion Therapeutics
ESPR
$512M
| $1.8M | ﹤0.01% |
57,068
+9,032
| +19% | +$285K |
|
692
GoDaddy
GDDY
$20.5B
| $1.79M | ﹤0.01% |
31,402
-246,362
| -89% | -$14.1M |
|
693
Phibro Animal Health
PAHC
$1.6B
| $1.79M | ﹤0.01% |
73,883
+11,693
| +19% | +$283K |
|
694
Dorian LPG
LPG
$1.35B
| $1.75M | ﹤0.01% |
201,283
+31,859
| +19% | +$277K |
|
695
Popular Inc
BPOP
$8.48B
| $1.73M | ﹤0.01% |
49,554
+7,844
| +19% | +$274K |
|
696
Imperial Oil
IMO
$44.5B
| $1.73M | ﹤0.01% |
153,050
+109
| +0.1% | +$1.23K |
|
697
Sanmina
SANM
$6.34B
| $1.73M | ﹤0.01% |
63,248
+10,012
| +19% | +$273K |
|
698
Avanos Medical
AVNS
$577M
| $1.66M | ﹤0.01% |
61,452
+9,726
| +19% | +$262K |
|
699
British American Tobacco
BTI
$123B
| $1.64M | ﹤0.01% |
47,985
+3,031
| +7% | +$104K |
|
700
CytomX Therapeutics
CTMX
$360M
| $1.6M | ﹤0.01% |
208,925
+33,069
| +19% | +$254K |
|