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 |
Marsh & McLennan
MMC
|
$497M |
| 2 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
$476M |
| 3 |
DuPont de Nemours
DD
|
$395M |
| 4 |
FirstEnergy
FE
|
$358M |
| 5 |
Becton Dickinson
BDX
|
$324M |
Top Sells
| 1 |
Omnicom Group
OMC
|
$605M |
| 2 |
General Mills
GIS
|
$532M |
| 3 |
Accenture
ACN
|
$434M |
| 4 |
Johnson Controls International
JCI
|
$295M |
| 5 |
Coty
COTY
|
$284M |
Sector Composition
| 1 | Financials | 20.3% |
| 2 | Technology | 17.25% |
| 3 | Healthcare | 15.63% |
| 4 | Industrials | 14.19% |
| 5 | Communication Services | 7.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Broadridge
BR
$29.4B
| $2.65M | ﹤0.01% |
20,785
+109
| +0.5% | +$13.9K |
|
702
Herc Holdings
HRI
$4.6B
| $2.65M | ﹤0.01% |
57,817
+8,055
| +16% | +$369K |
|
703
Pilgrim's Pride
PPC
$10.5B
| $2.64M | ﹤0.01% |
104,070
+14,498
| +16% | +$368K |
|
|
LOGM
704
DELISTED
LogMein, Inc.
LOGM
| $2.62M | ﹤0.01% |
35,519
-190,640
| -84% | -$14M |
|
705
Pultegroup
PHM
$27.7B
| $2.61M | ﹤0.01% |
82,457
-5,399
| -6% | -$171K |
|
706
Barclays
BCS
$69.1B
| $2.53M | ﹤0.01% |
339,622
+1,449
| +0.4% | +$10.8K |
|
707
Avanos Medical
AVNS
$590M
| $2.51M | ﹤0.01% |
57,453
+8,005
| +16% | +$349K |
|
708
Telefônica Brasil
VIV
$20.1B
| $2.5M | ﹤0.01% |
192,300
+25,405
| +15% | +$331K |
|
709
Lantheus
LNTH
$3.72B
| $2.47M | ﹤0.01% |
87,260
+12,192
| +16% | +$345K |
|
710
Jabil
JBL
$22.5B
| $2.42M | ﹤0.01% |
76,581
+10,647
| +16% | +$336K |
|
711
Titan Machinery
TITN
$482M
| $2.4M | ﹤0.01% |
116,637
+16,253
| +16% | +$334K |
|
712
Popular Inc
BPOP
$8.47B
| $2.38M | ﹤0.01% |
43,904
+5,657
| +15% | +$307K |
|
713
Banco Santander Chile
BSAC
$12.1B
| $2.35M | ﹤0.01% |
78,397
+1,062
| +1% | +$31.8K |
|
|
ETFC
714
DELISTED
E*Trade Financial Corporation
ETFC
| $2.3M | ﹤0.01% |
51,579
-490,577
| -90% | -$21.9M |
|
|
VRS
715
DELISTED
Verso Corporation
VRS
| $2.28M | ﹤0.01% |
119,721
+16,755
| +16% | +$319K |
|
|
ARNA
716
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $2.27M | ﹤0.01% |
+38,775
| New | +$2.27M |
|
717
Cousins Properties
CUZ
$4.95B
| $2.22M | ﹤0.01% |
+61,486
| New | +$2.22M |
|
718
American Financial Group
AFG
$11.6B
| $2.18M | ﹤0.01% |
21,317
+114
| +0.5% | +$11.7K |
|
719
CareTrust REIT
CTRE
$7.56B
| $2.17M | ﹤0.01% |
91,238
+12,720
| +16% | +$302K |
|
720
Forward Air
FWRD
$916M
| $2.16M | ﹤0.01% |
36,457
+11,614
| +47% | +$687K |
|
721
Workday
WDAY
$61.7B
| $2.12M | ﹤0.01% |
10,333
-486
| -4% | -$99.9K |
|
722
Sinclair Inc
SBGI
$964M
| $2.1M | ﹤0.01% |
+39,198
| New | +$2.1M |
|
723
Iridium Communications
IRDM
$2.67B
| $2.1M | ﹤0.01% |
+90,130
| New | +$2.1M |
|
724
Shenandoah Telecom
SHEN
$738M
| $2.09M | ﹤0.01% |
54,240
+7,557
| +16% | +$291K |
|
|
TRTN
725
DELISTED
Triton International Limited
TRTN
| $2.08M | ﹤0.01% |
63,391
+8,831
| +16% | +$289K |
|