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 |
Microsoft
MSFT
|
$511M |
| 2 |
Lowe's Companies
LOW
|
$397M |
| 3 |
Amazon
AMZN
|
$329M |
| 4 |
Match Group
MTCH
|
$276M |
| 5 |
Goldman Sachs
GS
|
$276M |
Top Sells
| 1 |
FirstEnergy
FE
|
$742M |
| 2 |
Fiserv
FI
|
$467M |
| 3 |
Qiagen
QGEN
|
$391M |
| 4 |
Fidelity National Information Services
FIS
|
$378M |
| 5 |
Accenture
ACN
|
$370M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 16.55% |
| 3 | Healthcare | 16.09% |
| 4 | Industrials | 13.18% |
| 5 | Communication Services | 8.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Philips
PHG
$26.5B
| $3.31M | ﹤0.01% |
+83,523
| New | +$3.31M |
|
677
Light & Wonder
LNW
$7.51B
| $3.23M | ﹤0.01% |
+92,557
| New | +$3.23M |
|
|
SYNH
678
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $3.19M | ﹤0.01% |
60,005
-2,350
| -4% | -$125K |
|
679
iShares MSCI India ETF
INDA
$9.34B
| $3.16M | ﹤0.01% |
+93,226
| New | +$3.16M |
|
680
Bentley Systems
BSY
$16.5B
| $3.14M | ﹤0.01% |
+100,000
| New | +$3.14M |
|
681
Newmont
NEM
$83.2B
| $3.12M | ﹤0.01% |
49,102
+32,876
| +203% | +$2.09M |
|
682
Amkor Technology
AMKR
$6.14B
| $3.07M | ﹤0.01% |
274,022
-10,739
| -4% | -$120K |
|
683
Forrester Research
FORR
$190M
| $3M | ﹤0.01% |
91,608
-3,590
| -4% | -$118K |
|
684
Mercado Libre
MELI
$119B
| $3M | ﹤0.01% |
2,767
-7,956
| -74% | -$8.61M |
|
685
Jabil
JBL
$22.4B
| $2.97M | ﹤0.01% |
86,618
-3,393
| -4% | -$116K |
|
686
Fortinet
FTNT
$61.6B
| $2.96M | ﹤0.01% |
+125,535
| New | +$2.96M |
|
687
Itaú Unibanco
ITUB
$76B
| $2.88M | ﹤0.01% |
965,487
-253,412
| -21% | -$756K |
|
688
Mitsubishi UFJ Financial
MUFG
$177B
| $2.88M | ﹤0.01% |
717,227
+19,382
| +3% | +$77.7K |
|
689
MacroGenics
MGNX
$111M
| $2.87M | ﹤0.01% |
113,950
-36,220
| -24% | -$912K |
|
690
Broadridge
BR
$29.7B
| $2.79M | ﹤0.01% |
21,148
-34
| -0.2% | -$4.49K |
|
691
Avantor
AVTR
$8.95B
| $2.78M | ﹤0.01% |
123,541
+24,472
| +25% | +$550K |
|
692
Corpay
CPAY
$22B
| $2.7M | ﹤0.01% |
11,337
+403
| +4% | +$96K |
|
|
JNPR
693
DELISTED
Juniper Networks
JNPR
| $2.66M | ﹤0.01% |
123,667
-9,053
| -7% | -$195K |
|
694
Bankunited
BKU
$2.91B
| $2.62M | ﹤0.01% |
+119,458
| New | +$2.62M |
|
695
Emergent Biosolutions
EBS
$403M
| $2.56M | ﹤0.01% |
24,753
+837
| +3% | +$86.5K |
|
696
Integer Holdings
ITGR
$3.72B
| $2.54M | ﹤0.01% |
42,984
-1,684
| -4% | -$99.4K |
|
697
Allison Transmission
ALSN
$7.52B
| $2.51M | ﹤0.01% |
71,424
-121,073
| -63% | -$4.25M |
|
698
Harmony Gold Mining
HMY
$9.1B
| $2.51M | ﹤0.01% |
476,277
-110,990
| -19% | -$585K |
|
699
EQT Corp
EQT
$31.7B
| $2.5M | ﹤0.01% |
193,692
+14,462
| +8% | +$187K |
|
700
Stantec
STN
$12.3B
| $2.5M | ﹤0.01% |
82,462
-1,463
| -2% | -$44.4K |
|