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 |
Chubb
CB
|
+$456M |
| 2 |
Cigna
CI
|
+$333M |
| 3 |
Medtronic
MDT
|
+$283M |
| 4 |
Union Pacific
UNP
|
+$273M |
| 5 |
Alibaba
BABA
|
+$268M |
Top Sells
| 1 |
CB
CHUBB CORPORATION
CB
|
+$584M |
| 2 |
RTX Corp
RTX
|
+$267M |
| 3 |
Accenture
ACN
|
+$193M |
| 4 |
Bristol-Myers Squibb
BMY
|
+$182M |
| 5 |
Colgate-Palmolive
CL
|
+$159M |
Sector Composition
| 1 | Financials | 17.49% |
| 2 | Healthcare | 17.11% |
| 3 | Technology | 14.31% |
| 4 | Industrials | 13.42% |
| 5 | Communication Services | 9.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
VeriSign
VRSN
$26.5B
| $2.03M | ﹤0.01% |
22,967
+612
| +3% | +$54.2K |
|
702
Loews
L
$19.9B
| $1.92M | ﹤0.01% |
+50,192
| New | +$1.92M |
|
|
BRCD
703
DELISTED
Brocade Communications Systems, Inc. NEW
BRCD
| $1.88M | ﹤0.01% |
+177,397
| New | +$1.88M |
|
704
Tenaris
TS
$18.5B
| $1.71M | ﹤0.01% |
69,064
+1,792
| +3% | +$44.4K |
|
705
Compañía de Cervecerías Unidas
CCU
$2.18B
| $1.66M | ﹤0.01% |
73,801
-4,751
| -6% | -$107K |
|
|
CERN
706
DELISTED
Cerner Corp
CERN
| $1.63M | ﹤0.01% |
30,778
-587
| -2% | -$31.1K |
|
707
United Therapeutics
UTHR
$17.9B
| $1.59M | ﹤0.01% |
+14,286
| New | +$1.59M |
|
708
ImmunityBio
IBRX
$2.43B
| $1.51M | ﹤0.01% |
183,368
+2,322
| +1% | +$19.1K |
|
709
American Financial Group
AFG
$11.4B
| $1.47M | ﹤0.01% |
+20,944
| New | +$1.47M |
|
|
HZN
710
DELISTED
Horizon Global Corporation
HZN
| $1.42M | ﹤0.01% |
113,220
-910
| -0.8% | -$11.4K |
|
711
Televisa
TV
$1.48B
| $1.42M | ﹤0.01% |
51,734
-3,323
| -6% | -$91.3K |
|
712
International Paper
IP
$24.5B
| $1.42M | ﹤0.01% |
36,519
| – | – |
|
713
Cemex
CX
$13.3B
| $1.36M | ﹤0.01% |
202,304
-1,507,535
| -88% | -$10.1M |
|
714
Amgen
AMGN
$150B
| $1.34M | ﹤0.01% |
8,954
+817
| +10% | +$122K |
|
715
Cadence Bank
CADE
$6.94B
| $1.34M | ﹤0.01% |
62,959
-2,455
| -4% | -$52.3K |
|
716
Petrobras
PBR
$82.2B
| $1.34M | ﹤0.01% |
229,646
-14,765
| -6% | -$86.2K |
|
|
ENIA
717
DELISTED
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
| $1.31M | ﹤0.01% |
174,330
-11,218
| -6% | -$84.1K |
|
718
BCE
BCE
$22.5B
| $1.3M | ﹤0.01% |
28,499
+6,551
| +30% | +$298K |
|
719
Lattice Semiconductor
LSCC
$9.06B
| $1.14M | ﹤0.01% |
200,000
-438,895
| -69% | -$2.49M |
|
|
TXNM
720
TXNM Energy, Inc.
TXNM
$5.99B
| $1.13M | ﹤0.01% |
33,557
-1,309
| -4% | -$44.2K |
|
721
Cathay General Bancorp
CATY
$3.4B
| $1.12M | ﹤0.01% |
39,360
-1,533
| -4% | -$43.4K |
|
722
Vale
VALE
$44.8B
| $1.09M | ﹤0.01% |
259,816
-137,449
| -35% | -$579K |
|
723
HNI Corp
HNI
$2.06B
| $1.09M | ﹤0.01% |
+27,765
| New | +$1.09M |
|
|
GIMO
724
DELISTED
Gigamon Inc.
GIMO
| $987K | ﹤0.01% |
31,831
-1,241
| -4% | -$38.5K |
|
725
Walmart
WMT
$801B
| $982K | ﹤0.01% |
42,993
+19,596
| +84% | +$448K |
|