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 |
Flutter Entertainment
FLUT
|
+$849M |
| 2 |
Intuitive Surgical
ISRG
|
+$559M |
| 3 |
CDW
CDW
|
+$416M |
| 4 |
Philip Morris
PM
|
+$408M |
| 5 |
PACCAR
PCAR
|
+$325M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$1.92B |
| 2 |
TSMC
TSM
|
+$789M |
| 3 |
Microsoft
MSFT
|
+$708M |
| 4 |
JPMorgan Chase
JPM
|
+$636M |
| 5 |
Eli Lilly
LLY
|
+$561M |
Sector Composition
| 1 | Technology | 21.52% |
| 2 | Financials | 19.51% |
| 3 | Healthcare | 12.79% |
| 4 | Industrials | 12.46% |
| 5 | Consumer Discretionary | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Incyte
INCY
$16.9B
| $4.74M | ﹤0.01% |
+71,691
| New | +$4.74M |
|
677
British American Tobacco
BTI
$123B
| $4.71M | ﹤0.01% |
128,800
+5,900
| +5% | +$216K |
|
678
Performance Food Group
PFGC
$16.4B
| $4.49M | ﹤0.01% |
57,309
+51,915
| +962% | +$4.07M |
|
679
NetApp
NTAP
$24.2B
| $4.48M | ﹤0.01% |
36,240
-501
| -1% | -$61.9K |
|
680
Skywest
SKYW
$4.42B
| $4.43M | ﹤0.01% |
52,163
+2,785
| +6% | +$237K |
|
681
PagerDuty
PD
$1.6B
| $4.24M | ﹤0.01% |
228,504
-947,019
| -81% | -$17.6M |
|
682
Clear Secure
YOU
$3.33B
| $4.2M | ﹤0.01% |
126,751
-3,070
| -2% | -$102K |
|
683
Innovative Industrial Properties
IIPR
$1.59B
| $4.1M | ﹤0.01% |
30,466
+1,628
| +6% | +$219K |
|
684
Dr. Reddy's Laboratories
RDY
$11.9B
| $3.68M | ﹤0.01% |
231,775
| – | – |
|
685
Barclays
BCS
$69.9B
| $3.65M | ﹤0.01% |
+300,185
| New | +$3.65M |
|
686
Scotiabank
BNS
$79.5B
| $3.48M | ﹤0.01% |
63,849
+2,090
| +3% | +$114K |
|
687
CarGurus
CARG
$3.57B
| $3.47M | ﹤0.01% |
115,444
-2,796
| -2% | -$84K |
|
688
REV Group
REVG
$3.03B
| $3.41M | ﹤0.01% |
121,642
-2,945
| -2% | -$82.6K |
|
689
Teladoc Health
TDOC
$1.39B
| $3.4M | ﹤0.01% |
370,093
+305,961
| +477% | +$2.81M |
|
690
Toyota
TM
$264B
| $3.4M | ﹤0.01% |
19,016
+858
| +5% | +$153K |
|
691
DoubleVerify
DV
$2.53B
| $3.37M | ﹤0.01% |
200,000
-1,663,058
| -89% | -$28M |
|
692
Cirrus Logic
CRUS
$6.03B
| $3.36M | ﹤0.01% |
27,038
+1,445
| +6% | +$179K |
|
693
Woodside Energy
WDS
$31B
| $3.34M | ﹤0.01% |
193,673
+7,903
| +4% | +$136K |
|
694
Ecolab
ECL
$78.1B
| $3.32M | ﹤0.01% |
12,986
-189
| -1% | -$48.3K |
|
695
Elastic
ESTC
$9.81B
| $3.27M | ﹤0.01% |
42,553
-13,270
| -24% | -$1.02M |
|
696
PROG Holdings
PRG
$1.4B
| $3.25M | ﹤0.01% |
67,077
-1,626
| -2% | -$78.8K |
|
697
InterDigital
IDCC
$7.74B
| $3.14M | ﹤0.01% |
22,205
-5,982
| -21% | -$847K |
|
698
Sylvamo
SLVM
$1.8B
| $3.05M | ﹤0.01% |
+35,484
| New | +$3.05M |
|
699
Sanmina
SANM
$6.34B
| $2.93M | ﹤0.01% |
42,875
-1,038
| -2% | -$71.1K |
|
700
BlueLinx
BXC
$676M
| $2.93M | ﹤0.01% |
27,818
-675
| -2% | -$71.2K |
|