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 |
Charles Schwab
SCHW
|
+$692M |
| 2 |
Qiagen
QGEN
|
+$623M |
| 3 |
Autodesk
ADSK
|
+$477M |
| 4 |
Lam Research
LRCX
|
+$381M |
| 5 |
Match Group
MTCH
|
+$358M |
Top Sells
| 1 |
TSMC
TSM
|
+$545M |
| 2 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
+$421M |
| 3 |
Illumina
ILMN
|
+$408M |
| 4 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$400M |
| 5 |
Fidelity National Information Services
FIS
|
+$389M |
Sector Composition
| 1 | Technology | 22.25% |
| 2 | Financials | 17.64% |
| 3 | Healthcare | 15.25% |
| 4 | Industrials | 13.09% |
| 5 | Communication Services | 8.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Tenet Healthcare
THC
$17B
| $4.46M | ﹤0.01% |
111,768
-34,905
| -24% | -$1.39M |
|
677
Itaú Unibanco
ITUB
$76B
| $4.35M | ﹤0.01% |
952,201
-13,286
| -1% | -$60.6K |
|
678
Clearway Energy Class A
CWEN.A
$3.18B
| $4.29M | ﹤0.01% |
145,135
-1,458
| -1% | -$43.1K |
|
679
Wayfair
W
$11.3B
| $4.25M | ﹤0.01% |
18,831
+6,788
| +56% | +$1.53M |
|
|
CIXX
680
DELISTED
CI Financial Corp.
CIXX
| $4.21M | ﹤0.01% |
+339,307
| New | +$4.21M |
|
681
American Financial Group
AFG
$11.5B
| $4.13M | ﹤0.01% |
47,161
+25,238
| +115% | +$2.21M |
|
682
Amkor Technology
AMKR
$6.14B
| $4.09M | ﹤0.01% |
271,313
-2,709
| -1% | -$40.8K |
|
683
Pultegroup
PHM
$27.9B
| $4.05M | ﹤0.01% |
93,964
-1,394
| -1% | -$60.1K |
|
684
Bentley Systems
BSY
$16.5B
| $4.05M | ﹤0.01% |
100,000
| – | – |
|
685
Loews
L
$19.9B
| $4.02M | ﹤0.01% |
89,351
+46,879
| +110% | +$2.11M |
|
686
StealthGas
GASS
$275M
| $3.93M | ﹤0.01% |
1,673,641
+30,385
| +2% | +$71.4K |
|
687
Philips
PHG
$26.7B
| $3.87M | ﹤0.01% |
85,026
+1,503
| +2% | +$68.5K |
|
688
Best Buy
BBY
$16.3B
| $3.87M | ﹤0.01% |
38,749
+19,241
| +99% | +$1.92M |
|
689
Light & Wonder
LNW
$7.39B
| $3.8M | ﹤0.01% |
91,634
-923
| -1% | -$38.3K |
|
690
Pinduoduo
PDD
$179B
| $3.76M | ﹤0.01% |
+21,161
| New | +$3.76M |
|
691
Forrester Research
FORR
$190M
| $3.72M | ﹤0.01% |
88,711
-2,897
| -3% | -$121K |
|
692
Tyson Foods
TSN
$19.9B
| $3.57M | ﹤0.01% |
55,318
-7,448
| -12% | -$480K |
|
693
Mitsubishi UFJ Financial
MUFG
$177B
| $3.56M | ﹤0.01% |
804,649
+87,422
| +12% | +$387K |
|
694
Integer Holdings
ITGR
$3.72B
| $3.46M | ﹤0.01% |
42,556
-428
| -1% | -$34.7K |
|
695
Avantor
AVTR
$8.75B
| $3.3M | ﹤0.01% |
117,138
-6,403
| -5% | -$180K |
|
696
Herc Holdings
HRI
$4.59B
| $3.27M | ﹤0.01% |
49,305
-495
| -1% | -$32.9K |
|
697
Broadridge
BR
$29.7B
| $3.23M | ﹤0.01% |
21,068
-80
| -0.4% | -$12.3K |
|
698
Owens & Minor
OMI
$416M
| $3.19M | ﹤0.01% |
117,755
-52,318
| -31% | -$1.42M |
|
699
Travere Therapeutics
TVTX
$1.89B
| $3.02M | ﹤0.01% |
110,604
-1,108
| -1% | -$30.2K |
|
700
Innovative Industrial Properties
IIPR
$1.59B
| $3M | ﹤0.01% |
+16,399
| New | +$3M |
|