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 | $567M | |
| 2 | $383M | |
| 3 | $351M | |
| 4 | $345M | |
| 5 | $306M |
Top Sells
| 1 | $1.38B | |
| 2 | $891M | |
| 3 | $795M | |
| 4 | $790M | |
| 5 | $712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.5% |
| 3 | Industrials | 12.37% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.89% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $4.45M | 0% | 39,951 +20,179 | +102% | +$2.25M | |||
| $4.41M | 0% | 29,562 | New | +$4.41M | |||
| $4.41M | 0% | 24,957 +5,211 | +26% | +$920K | |||
| $4.37M | 0% | 282,363 +143,683 | +104% | +$2.22M | |||
| $4.3M | 0% | 23,766 +1,967 | +9% | +$356K | |||
| $4.28M | 0% | 57,174 | New | +$4.28M | |||
| $4.27M | 0% | 63,720 +23,368 | +58% | +$1.57M | |||
| $4.25M | 0% | 15,619 -12,304 | -44% | -$3.35M | |||
| $4.21M | 0% | 318,875 | – | – | |||
| $3.92M | 0% | 51,864 +37,558 | +263% | +$2.84M | |||
| $3.89M | 0% | 285,276 -6,498 | -2% | -$88.6K | |||
| $3.8M | 0% | 207,931 -35,845 | -15% | -$655K | |||
| $3.76M | 0% | 64,801 +16,711 | +35% | +$969K | |||
| $3.65M | 0% | 115,485 -2,632 | -2% | -$83.2K | |||
| $3.64M | 0% | 126,188 -2,874 | -2% | -$83K | |||
| $3.6M | 0% | 236,543 -71,537 | -23% | -$1.09M | |||
| $3.59M | 0% | 247,444 +49,373 | +25% | +$715K | |||
| $3.44M | 0% | 176,031 +25,628 | +17% | +$501K | |||
| $3.32M | 0% | 2,459 -1,934 | -44% | -$2.61M | |||
| $3.19M | 0% | 109,602 -2,496 | -2% | -$72.7K | |||
| $3.19M | 0% | 67,240 +3,063 | +5% | +$145K | |||
| $3.17M | 0% | 121,098 -2,760 | -2% | -$72.3K | |||
| $3.12M | 0% | 120,336 -27,871 | -19% | -$722K | |||
| $3.1M | 0% | 40,707 -925 | -2% | -$70.5K | |||
| $3.04M | 0% | 49,209 +4,918 | +11% | +$304K |
