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 |
Tesla
TSLA
|
+$2.31B |
| 2 |
Atlassian
TEAM
|
+$687M |
| 3 |
Autodesk
ADSK
|
+$682M |
| 4 |
Netflix
NFLX
|
+$663M |
| 5 |
Boeing
BA
|
+$620M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$1.37B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.24B |
| 3 |
Visa
V
|
+$898M |
| 4 |
Cadence Design Systems
CDNS
|
+$791M |
| 5 |
JPMorgan Chase
JPM
|
+$745M |
Sector Composition
| 1 | Technology | 22.04% |
| 2 | Financials | 20.25% |
| 3 | Industrials | 12.48% |
| 4 | Healthcare | 11.1% |
| 5 | Consumer Discretionary | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Veralto
VLTO
$26.1B
| $6.07M | ﹤0.01% |
59,586
-625,983
| -91% | -$63.8M |
|
677
InterContinental Hotels
IHG
$18.9B
| $6.04M | ﹤0.01% |
48,358
+2,945
| +6% | +$368K |
|
678
Armstrong World Industries
AWI
$8.39B
| $5.95M | ﹤0.01% |
42,078
-1,256
| -3% | -$178K |
|
679
Skywest
SKYW
$4.39B
| $5.94M | ﹤0.01% |
59,322
+7,159
| +14% | +$717K |
|
680
APi Group
APG
$14.5B
| $5.9M | ﹤0.01% |
246,240
-7,349
| -3% | -$176K |
|
681
C.H. Robinson
CHRW
$14.9B
| $5.63M | ﹤0.01% |
+54,528
| New | +$5.63M |
|
682
Nutanix
NTNX
$20B
| $5.6M | ﹤0.01% |
91,465
-96,559
| -51% | -$5.91M |
|
683
Coca-Cola Consolidated
COKE
$10.7B
| $5.54M | ﹤0.01% |
43,930
+5,310
| +14% | +$669K |
|
684
Bath & Body Works
BBWI
$5.85B
| $5.53M | ﹤0.01% |
142,605
+87,896
| +161% | +$3.41M |
|
685
Idexx Laboratories
IDXX
$51.9B
| $5.46M | ﹤0.01% |
13,205
-392,881
| -97% | -$162M |
|
686
Tanger
SKT
$3.88B
| $5.43M | ﹤0.01% |
159,070
-195,920
| -55% | -$6.69M |
|
687
Annexon
ANNX
$234M
| $5.21M | ﹤0.01% |
1,016,566
-144,320
| -12% | -$740K |
|
688
ING
ING
$73.2B
| $5.19M | ﹤0.01% |
331,182
+197,509
| +148% | +$3.09M |
|
689
Barclays
BCS
$71.5B
| $5.17M | ﹤0.01% |
388,833
+88,648
| +30% | +$1.18M |
|
|
ONC
690
BeOne Medicines Ltd. American Depositary Shares
ONC
$38.4B
| $5.16M | ﹤0.01% |
27,923
+16,049
| +135% | +$2.96M |
|
691
Dr. Reddy's Laboratories
RDY
$12.2B
| $5.04M | ﹤0.01% |
318,875
+87,100
| +38% | +$1.38M |
|
692
British American Tobacco
BTI
$123B
| $4.96M | ﹤0.01% |
136,585
+7,785
| +6% | +$283K |
|
693
TaskUs
TASK
$1.6B
| $4.94M | ﹤0.01% |
291,774
-104,500
| -26% | -$1.77M |
|
694
TC Energy
TRP
$54B
| $4.84M | ﹤0.01% |
+104,041
| New | +$4.84M |
|
695
Cirrus Logic
CRUS
$5.97B
| $4.79M | ﹤0.01% |
48,060
+21,022
| +78% | +$2.09M |
|
696
Amkor Technology
AMKR
$6.23B
| $4.7M | ﹤0.01% |
183,072
+22,081
| +14% | +$567K |
|
|
OTLY
697
Oatly Group
OTLY
$526M
| $4.69M | ﹤0.01% |
353,607
-31,479
| -8% | -$417K |
|
698
IDEX
IEX
$12.2B
| $4.56M | ﹤0.01% |
21,799
+14,209
| +187% | +$2.97M |
|
699
NOV
NOV
$4.91B
| $4.5M | ﹤0.01% |
308,080
+5,019
| +2% | +$73.3K |
|
700
PagerDuty
PD
$1.57B
| $4.45M | ﹤0.01% |
243,776
+15,272
| +7% | +$279K |
|