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
|
+$1.3B |
| 2 |
Progressive
PGR
|
+$794M |
| 3 |
Morgan Stanley
MS
|
+$701M |
| 4 |
Icon
ICLR
|
+$474M |
| 5 |
Fiserv
FI
|
+$462M |
Top Sells
| 1 |
Zimmer Biomet
ZBH
|
+$912M |
| 2 |
State Street
STT
|
+$775M |
| 3 |
Accenture
ACN
|
+$578M |
| 4 |
Alibaba
BABA
|
+$562M |
| 5 |
Goldman Sachs
GS
|
+$480M |
Sector Composition
| 1 | Technology | 21.43% |
| 2 | Financials | 18.37% |
| 3 | Healthcare | 14.91% |
| 4 | Industrials | 13.45% |
| 5 | Communication Services | 8.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Banco Bradesco
BBD
$33B
| $7.68M | ﹤0.01% |
1,976,162
+596,323
| +43% | +$2.32M |
|
677
Etsy
ETSY
$5.73B
| $7.61M | ﹤0.01% |
37,715
+610
| +2% | +$123K |
|
678
Novo Nordisk
NVO
$242B
| $7.36M | ﹤0.01% |
218,278
+26,926
| +14% | +$908K |
|
679
Laird Superfood
LSF
$62.3M
| $7.28M | ﹤0.01% |
194,195
-4,538
| -2% | -$170K |
|
|
OPTN
680
DELISTED
OptiNose
OPTN
| $6.57M | ﹤0.01% |
118,627
-2,875
| -2% | -$159K |
|
681
Rio Tinto
RIO
$101B
| $6.46M | ﹤0.01% |
83,226
+7,129
| +9% | +$554K |
|
682
Ecolab
ECL
$76.3B
| $6.29M | ﹤0.01% |
29,399
-1,525
| -5% | -$326K |
|
683
NOV
NOV
$4.85B
| $5.98M | ﹤0.01% |
435,703
-24,074
| -5% | -$330K |
|
|
RP
684
DELISTED
RealPage, Inc.
RP
| $5.93M | ﹤0.01% |
68,008
-410,264
| -86% | -$35.8M |
|
685
AutoZone
AZO
$71.1B
| $5.67M | ﹤0.01% |
4,035
-76,486
| -95% | -$107M |
|
686
Artisan Partners
APAM
$3.27B
| $5.6M | ﹤0.01% |
+107,336
| New | +$5.6M |
|
|
UCB
687
United Community Banks, Inc.
UCB
$3.95B
| $5.49M | ﹤0.01% |
+160,836
| New | +$5.49M |
|
688
Allstate
ALL
$52.7B
| $5.46M | ﹤0.01% |
47,475
-9,423
| -17% | -$1.08M |
|
689
Amkor Technology
AMKR
$6.13B
| $5.39M | ﹤0.01% |
227,347
-43,966
| -16% | -$1.04M |
|
690
Saic
SAIC
$4.75B
| $5.36M | ﹤0.01% |
+64,139
| New | +$5.36M |
|
691
United Therapeutics
UTHR
$17.9B
| $5.29M | ﹤0.01% |
31,615
-15,799
| -33% | -$2.64M |
|
692
Tenet Healthcare
THC
$16.9B
| $5.13M | ﹤0.01% |
98,568
-13,200
| -12% | -$686K |
|
693
Regeneron Pharmaceuticals
REGN
$58.9B
| $5.07M | ﹤0.01% |
10,718
-109
| -1% | -$51.6K |
|
694
Compañía de Minas Buenaventura
BVN
$5.09B
| $5.04M | ﹤0.01% |
502,370
-3,307
| -0.7% | -$33.2K |
|
695
Mitsubishi UFJ Financial
MUFG
$179B
| $4.98M | ﹤0.01% |
925,814
+121,165
| +15% | +$652K |
|
696
Philips
PHG
$26.9B
| $4.89M | ﹤0.01% |
101,922
+16,896
| +20% | +$810K |
|
|
CIXX
697
DELISTED
CI Financial Corp.
CIXX
| $4.84M | ﹤0.01% |
334,345
-4,962
| -1% | -$71.8K |
|
698
Box
BOX
$4.74B
| $4.71M | ﹤0.01% |
205,280
-2,250,939
| -92% | -$51.7M |
|
699
Parsons
PSN
$7.98B
| $4.7M | ﹤0.01% |
+116,280
| New | +$4.7M |
|
700
Bentley Systems
BSY
$16B
| $4.69M | ﹤0.01% |
99,844
-156
| -0.2% | -$7.32K |
|