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
|
+$469M |
| 2 |
Charles Schwab
SCHW
|
+$436M |
| 3 |
Franco-Nevada
FNV
|
+$382M |
| 4 |
Agnico Eagle Mines
AEM
|
+$334M |
| 5 |
Suncor Energy
SU
|
+$320M |
Top Sells
| 1 |
Schlumberger
SLB
|
+$802M |
| 2 |
Cisco
CSCO
|
+$434M |
| 3 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
+$412M |
| 4 |
State Street
STT
|
+$360M |
| 5 |
JPMorgan Chase
JPM
|
+$317M |
Sector Composition
| 1 | Financials | 20.37% |
| 2 | Technology | 18.15% |
| 3 | Healthcare | 15.28% |
| 4 | Industrials | 13.96% |
| 5 | Communication Services | 7.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Regional Management Corp
RM
$412M
| $2.37M | ﹤0.01% |
78,969
-8,519
| -10% | -$256K |
|
702
United Therapeutics
UTHR
$18B
| $2.27M | ﹤0.01% |
25,712
-2,159
| -8% | -$190K |
|
|
LOGM
703
DELISTED
LogMein, Inc.
LOGM
| $2.25M | ﹤0.01% |
26,272
-13,707
| -34% | -$1.18M |
|
704
ENI
E
$52.9B
| $2.21M | ﹤0.01% |
71,457
+17,027
| +31% | +$527K |
|
705
Bruker
BRKR
$4.63B
| $2.14M | ﹤0.01% |
41,887
-4,427
| -10% | -$226K |
|
706
Essential Properties Realty Trust
EPRT
$5.9B
| $2.11M | ﹤0.01% |
+85,081
| New | +$2.11M |
|
707
Timken Company
TKR
$5.32B
| $2.09M | ﹤0.01% |
37,184
+260
| +0.7% | +$14.6K |
|
708
Coherus Oncology, Inc. Common Stock
CHRS
$151M
| $2.02M | ﹤0.01% |
111,949
+94,733
| +550% | +$1.71M |
|
709
Varex Imaging
VREX
$458M
| $2M | ﹤0.01% |
67,183
-7,252
| -10% | -$216K |
|
710
Enova International
ENVA
$2.89B
| $2M | ﹤0.01% |
82,926
-8,946
| -10% | -$215K |
|
711
Akebia Therapeutics
AKBA
$780M
| $1.95M | ﹤0.01% |
308,002
-33,248
| -10% | -$210K |
|
712
DHT Holdings
DHT
$1.94B
| $1.92M | ﹤0.01% |
+232,287
| New | +$1.92M |
|
|
CURO
713
DELISTED
CURO Group Holdings Corp.
CURO
| $1.91M | ﹤0.01% |
+157,038
| New | +$1.91M |
|
714
ATN International
ATNI
$237M
| $1.91M | ﹤0.01% |
34,514
+10,039
| +41% | +$556K |
|
715
British American Tobacco
BTI
$123B
| $1.91M | ﹤0.01% |
44,954
+255
| +0.6% | +$10.8K |
|
716
Trip.com Group
TCOM
$47.4B
| $1.89M | ﹤0.01% |
56,369
-345,464
| -86% | -$11.6M |
|
717
OneMain Financial
OMF
$7.22B
| $1.88M | ﹤0.01% |
44,482
-4,811
| -10% | -$203K |
|
|
SVC
718
Service Properties Trust
SVC
$472M
| $1.87M | ﹤0.01% |
+76,925
| New | +$1.87M |
|
719
JD.com
JD
$47.3B
| $1.82M | ﹤0.01% |
+51,775
| New | +$1.82M |
|
720
Sanmina
SANM
$6.53B
| $1.82M | ﹤0.01% |
53,236
-5,743
| -10% | -$197K |
|
721
Teekay Tankers
TNK
$1.79B
| $1.8M | ﹤0.01% |
+75,181
| New | +$1.8M |
|
|
ARNA
722
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $1.79M | ﹤0.01% |
39,393
-4,252
| -10% | -$193K |
|
723
Great Lakes Dredge & Dock
GLDD
$815M
| $1.76M | ﹤0.01% |
155,149
-49,114
| -24% | -$557K |
|
724
Titan Machinery
TITN
$468M
| $1.75M | ﹤0.01% |
118,500
-12,781
| -10% | -$189K |
|
725
Avanos Medical
AVNS
$561M
| $1.74M | ﹤0.01% |
51,726
-12,940
| -20% | -$436K |
|