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 |
Altria Group
MO
|
$345M |
| 2 |
Aon
AON
|
$335M |
| 3 |
Analog Devices
ADI
|
$290M |
| 4 |
Duke Energy
DUK
|
$288M |
| 5 |
Microsoft
MSFT
|
$278M |
Top Sells
| 1 |
Accenture
ACN
|
$506M |
| 2 |
Visa
V
|
$488M |
| 3 |
JPMorgan Chase
JPM
|
$413M |
| 4 |
Thermo Fisher Scientific
TMO
|
$408M |
| 5 |
Broadcom
AVGO
|
$365M |
Sector Composition
| 1 | Financials | 21.68% |
| 2 | Technology | 16.42% |
| 3 | Healthcare | 14.57% |
| 4 | Industrials | 13.17% |
| 5 | Communication Services | 8.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
United Therapeutics
UTHR
$17.7B
| $2.05M | ﹤0.01% |
18,224
+9,801
| +116% | +$1.1M |
|
|
AEL
702
DELISTED
American Equity Investment Life Holding Company
AEL
| $2.02M | ﹤0.01% |
68,719
+1,793
| +3% | +$52.7K |
|
703
Ternium
TX
$6.64B
| $2M | ﹤0.01% |
61,421
-3,207
| -5% | -$104K |
|
704
Integer Holdings
ITGR
$3.73B
| $1.96M | ﹤0.01% |
34,735
+913
| +3% | +$51.6K |
|
705
Avanos Medical
AVNS
$582M
| $1.91M | ﹤0.01% |
41,344
+639
| +2% | +$29.4K |
|
706
Salarius Pharmaceuticals
SLRX
$2.4M
| $1.86M | ﹤0.01% |
5
| – | – |
|
707
vTv Therapeutics
VTVT
$53.9M
| $1.85M | ﹤0.01% |
11,389
+117
| +1% | +$19K |
|
708
Cemex
CX
$13.7B
| $1.83M | ﹤0.01% |
276,444
-5,969
| -2% | -$39.5K |
|
709
Banco Macro
BMA
$2.89B
| $1.81M | ﹤0.01% |
16,747
+10,077
| +151% | +$1.09M |
|
710
ENI
E
$51.9B
| $1.77M | ﹤0.01% |
50,136
+1,646
| +3% | +$58.1K |
|
711
CONMED
CNMD
$1.67B
| $1.74M | ﹤0.01% |
27,484
-16,817
| -38% | -$1.07M |
|
712
Enova International
ENVA
$2.96B
| $1.71M | ﹤0.01% |
77,414
+4,081
| +6% | +$90K |
|
|
AMAG
713
DELISTED
AMAG Pharmaceuticals, Inc.
AMAG
| $1.64M | ﹤0.01% |
81,564
+1,485
| +2% | +$29.9K |
|
714
Regional Management Corp
RM
$421M
| $1.64M | ﹤0.01% |
51,393
+5,964
| +13% | +$190K |
|
715
Western Alliance Bancorporation
WAL
$9.9B
| $1.61M | ﹤0.01% |
27,673
+427
| +2% | +$24.8K |
|
|
AVTA
716
DELISTED
Avantax, Inc. Common Stock
AVTA
| $1.61M | ﹤0.01% |
65,252
+1,040
| +2% | +$25.6K |
|
717
Bloomin' Brands
BLMN
$588M
| $1.6M | ﹤0.01% |
65,736
+1,046
| +2% | +$25.4K |
|
718
Banco Santander Chile
BSAC
$12B
| $1.58M | ﹤0.01% |
47,128
-1,303
| -3% | -$43.7K |
|
719
Jefferies Financial Group
JEF
$13.2B
| $1.58M | ﹤0.01% |
77,426
+19,530
| +34% | +$397K |
|
|
BEAT
720
DELISTED
BioTelemetry, Inc.
BEAT
| $1.55M | ﹤0.01% |
49,833
+898
| +2% | +$27.9K |
|
|
JNPR
721
DELISTED
Juniper Networks
JNPR
| $1.51M | ﹤0.01% |
62,186
+1,511
| +2% | +$36.8K |
|
722
Brinker International
EAT
$6.97B
| $1.51M | ﹤0.01% |
41,896
-2,041
| -5% | -$73.7K |
|
|
JOYY
723
JOYY Inc. American Depositary Shares
JOYY
$3.24B
| $1.5M | ﹤0.01% |
+14,301
| New | +$1.5M |
|
724
Gold Fields
GFI
$31.8B
| $1.49M | ﹤0.01% |
369,386
+343,643
| +1,335% | +$1.38M |
|
725
Jabil
JBL
$22.4B
| $1.46M | ﹤0.01% |
50,712
+800
| +2% | +$23K |
|