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 |
Boeing
BA
|
+$1.35B |
| 2 |
Flutter Entertainment
FLUT
|
+$828M |
| 3 |
Mondelez International
MDLZ
|
+$595M |
| 4 |
KKR & Co
KKR
|
+$552M |
| 5 |
Salesforce
CRM
|
+$548M |
Top Sells
| 1 |
Charter Communications
CHTR
|
+$979M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$744M |
| 3 |
Accenture
ACN
|
+$735M |
| 4 |
Boston Scientific
BSX
|
+$724M |
| 5 |
Eaton
ETN
|
+$527M |
Sector Composition
| 1 | Technology | 22.22% |
| 2 | Financials | 19.01% |
| 3 | Healthcare | 13.21% |
| 4 | Industrials | 12.84% |
| 5 | Consumer Discretionary | 6.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
InterDigital
IDCC
$7.89B
| $4.32M | ﹤0.01% |
+40,614
| New | +$4.32M |
|
677
Toyota
TM
$262B
| $4.2M | ﹤0.01% |
16,681
+9,049
| +119% | +$2.28M |
|
678
Netflix
NFLX
$537B
| $4.18M | ﹤0.01% |
6,888
-234
| -3% | -$142K |
|
679
Graco
GGG
$14B
| $4.16M | ﹤0.01% |
44,548
-16,348
| -27% | -$1.53M |
|
680
Urban Outfitters
URBN
$6.47B
| $4.16M | ﹤0.01% |
95,794
-212
| -0.2% | -$9.21K |
|
|
OPTN
681
DELISTED
OptiNose
OPTN
| $4.15M | ﹤0.01% |
189,272
-990
| -0.5% | -$21.7K |
|
|
WIRE
682
DELISTED
Encore Wire Corp
WIRE
| $4.11M | ﹤0.01% |
15,623
-3,025
| -16% | -$795K |
|
683
Cal-Maine
CALM
$5.27B
| $4M | ﹤0.01% |
67,949
-5,102
| -7% | -$300K |
|
684
REV Group
REVG
$3.03B
| $3.94M | ﹤0.01% |
178,391
-394
| -0.2% | -$8.7K |
|
685
J.M. Smucker
SJM
$11.8B
| $3.92M | ﹤0.01% |
31,133
-513,246
| -94% | -$64.6M |
|
686
Teekay Tankers
TNK
$1.8B
| $3.91M | ﹤0.01% |
66,874
-148
| -0.2% | -$8.65K |
|
687
VeriSign
VRSN
$26.7B
| $3.83M | ﹤0.01% |
20,184
-54
| -0.3% | -$10.2K |
|
688
GoDaddy
GDDY
$20.6B
| $3.72M | ﹤0.01% |
31,348
+23,155
| +283% | +$2.75M |
|
689
BlueLinx
BXC
$622M
| $3.59M | ﹤0.01% |
27,536
-61
| -0.2% | -$7.95K |
|
690
Woodside Energy
WDS
$30.8B
| $3.53M | ﹤0.01% |
176,688
+35,404
| +25% | +$707K |
|
691
Trip.com Group
TCOM
$47.3B
| $3.51M | ﹤0.01% |
80,056
+12,641
| +19% | +$555K |
|
692
Ecolab
ECL
$76.8B
| $3.44M | ﹤0.01% |
14,901
-151
| -1% | -$34.9K |
|
693
British American Tobacco
BTI
$123B
| $3.44M | ﹤0.01% |
112,762
+4,878
| +5% | +$149K |
|
694
Lyell Immunopharma
LYEL
$253M
| $3.44M | ﹤0.01% |
77,042
+9,308
| +14% | +$415K |
|
695
Dr. Reddy's Laboratories
RDY
$12.1B
| $3.4M | ﹤0.01% |
+231,775
| New | +$3.4M |
|
|
X
696
DELISTED
US Steel
X
| $3.36M | ﹤0.01% |
82,494
-522,665
| -86% | -$21.3M |
|
697
JD.com
JD
$48B
| $3.29M | ﹤0.01% |
120,173
-99,388
| -45% | -$2.72M |
|
698
Rivian
RIVN
$16.9B
| $3.24M | ﹤0.01% |
295,577
+35,288
| +14% | +$386K |
|
|
JOYY
699
JOYY Inc. American Depositary Shares
JOYY
$3.28B
| $3.21M | ﹤0.01% |
104,486
-9,176
| -8% | -$282K |
|
700
Par Pacific Holdings
PARR
$1.84B
| $3.21M | ﹤0.01% |
86,489
-193
| -0.2% | -$7.15K |
|