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 |
Exxon Mobil
XOM
|
+$1.63B |
| 2 |
Qualcomm
QCOM
|
+$607M |
| 3 |
GE Aerospace
GE
|
+$580M |
| 4 |
Salesforce
CRM
|
+$494M |
| 5 |
Chevron
CVX
|
+$477M |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$1.69B |
| 2 |
Comcast
CMCSA
|
+$1.26B |
| 3 |
Boston Scientific
BSX
|
+$1.14B |
| 4 |
NVIDIA
NVDA
|
+$1.03B |
| 5 |
Flutter Entertainment
FLUT
|
+$828M |
Sector Composition
| 1 | Technology | 23.99% |
| 2 | Financials | 18.51% |
| 3 | Healthcare | 12.55% |
| 4 | Industrials | 12.27% |
| 5 | Consumer Discretionary | 6.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Columbia Sportswear
COLM
$3.1B
| $5.49M | ﹤0.01% |
+69,440
| New | +$5.49M |
|
|
B
677
Barrick Mining Corporation
B
$49.5B
| $5.42M | ﹤0.01% |
325,122
| – | – |
|
678
InterContinental Hotels
IHG
$19B
| $5.31M | ﹤0.01% |
50,094
+4,087
| +9% | +$433K |
|
679
CBRE Group
CBRE
$48.7B
| $5.27M | ﹤0.01% |
59,187
+333
| +0.6% | +$29.7K |
|
680
GoDaddy
GDDY
$20.5B
| $5.26M | ﹤0.01% |
37,661
+6,313
| +20% | +$882K |
|
|
PDM
681
Piedmont Realty Trust, Inc.
PDM
$1.1B
| $5.25M | ﹤0.01% |
724,814
+24,325
| +3% | +$176K |
|
682
Annexon
ANNX
$243M
| $5.22M | ﹤0.01% |
1,064,801
+290,887
| +38% | +$1.43M |
|
683
IDEX
IEX
$12.4B
| $5.09M | ﹤0.01% |
25,294
+818
| +3% | +$165K |
|
684
Armstrong World Industries
AWI
$8.52B
| $5.03M | ﹤0.01% |
44,384
+5,652
| +15% | +$640K |
|
685
Park Hotels & Resorts
PK
$2.37B
| $4.87M | ﹤0.01% |
324,774
+21,994
| +7% | +$329K |
|
686
NetApp
NTAP
$24.2B
| $4.73M | ﹤0.01% |
36,741
-4,836
| -12% | -$623K |
|
687
TaskUs
TASK
$1.64B
| $4.71M | ﹤0.01% |
353,524
-62,617
| -15% | -$833K |
|
688
Carvana
CVNA
$51.4B
| $4.35M | ﹤0.01% |
33,805
+1,136
| +3% | +$146K |
|
689
KE Holdings
BEKE
$22.7B
| $4.28M | ﹤0.01% |
302,470
-102,553
| -25% | -$1.45M |
|
690
Fractyl Health
GUTS
$65.8M
| $4.25M | ﹤0.01% |
996,383
+25,829
| +3% | +$110K |
|
691
Mine Safety
MSA
$6.67B
| $4.25M | ﹤0.01% |
22,640
+187
| +0.8% | +$35.1K |
|
692
Urban Outfitters
URBN
$6.55B
| $4.07M | ﹤0.01% |
99,121
+3,327
| +3% | +$137K |
|
693
Skywest
SKYW
$4.42B
| $4.05M | ﹤0.01% |
49,378
+31,022
| +169% | +$2.55M |
|
694
Canadian Imperial Bank of Commerce
CM
$72.6B
| $4.03M | ﹤0.01% |
84,742
+77,137
| +1,014% | +$3.67M |
|
695
Coca-Cola Consolidated
COKE
$10.6B
| $3.97M | ﹤0.01% |
36,560
+3,360
| +10% | +$365K |
|
|
PRMW
696
DELISTED
Primo Water Corporation
PRMW
| $3.92M | ﹤0.01% |
179,359
+16,494
| +10% | +$361K |
|
697
Boise Cascade
BCC
$3.32B
| $3.81M | ﹤0.01% |
31,939
+2,527
| +9% | +$301K |
|
698
British American Tobacco
BTI
$123B
| $3.8M | ﹤0.01% |
122,900
+10,138
| +9% | +$314K |
|
699
Polaris
PII
$3.35B
| $3.78M | ﹤0.01% |
48,309
-6,166
| -11% | -$483K |
|
700
Toyota
TM
$264B
| $3.72M | ﹤0.01% |
18,158
+1,477
| +9% | +$303K |
|