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 |
Boston Scientific
BSX
|
+$527M |
| 2 |
Merck
MRK
|
+$516M |
| 3 |
ConocoPhillips
COP
|
+$462M |
| 4 |
Masco
MAS
|
+$397M |
| 5 |
NXP Semiconductors
NXPI
|
+$348M |
Top Sells
| 1 |
Wells Fargo
WFC
|
+$636M |
| 2 |
Bank of New York Mellon
BK
|
+$447M |
| 3 |
RTX Corp
RTX
|
+$428M |
| 4 |
Pfizer
PFE
|
+$412M |
| 5 |
3M
MMM
|
+$411M |
Sector Composition
| 1 | Technology | 19.84% |
| 2 | Financials | 18.12% |
| 3 | Healthcare | 16.64% |
| 4 | Industrials | 13.63% |
| 5 | Communication Services | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Pultegroup
PHM
$27.9B
| $1.57M | ﹤0.01% |
70,454
-12,902
| -15% | -$288K |
|
702
Ericsson
ERIC
$26.3B
| $1.57M | ﹤0.01% |
194,033
+14,595
| +8% | +$118K |
|
703
MGIC Investment
MTG
$6.55B
| $1.57M | ﹤0.01% |
247,073
+39,106
| +19% | +$248K |
|
704
Great Lakes Dredge & Dock
GLDD
$793M
| $1.53M | ﹤0.01% |
184,324
+29,175
| +19% | +$242K |
|
705
American Financial Group
AFG
$11.5B
| $1.52M | ﹤0.01% |
21,749
+86
| +0.4% | +$6.03K |
|
706
Navient
NAVI
$1.35B
| $1.51M | ﹤0.01% |
199,307
+25,954
| +15% | +$197K |
|
707
Loews
L
$19.9B
| $1.47M | ﹤0.01% |
42,134
-119,715
| -74% | -$4.17M |
|
708
Flowers Foods
FLO
$3.13B
| $1.46M | ﹤0.01% |
71,230
| – | – |
|
709
Herc Holdings
HRI
$4.59B
| $1.43M | ﹤0.01% |
69,782
+11,045
| +19% | +$226K |
|
710
FerroAtlántica
GSM
$799M
| $1.42M | ﹤0.01% |
3,121,377
+423,713
| +16% | +$193K |
|
711
Emergent Biosolutions
EBS
$403M
| $1.42M | ﹤0.01% |
+24,528
| New | +$1.42M |
|
712
Enova International
ENVA
$2.96B
| $1.41M | ﹤0.01% |
97,410
+14,484
| +17% | +$210K |
|
713
Synopsys
SNPS
$113B
| $1.41M | ﹤0.01% |
10,952
+7,605
| +227% | +$980K |
|
|
JNCE
714
DELISTED
Jounce Therapeutics, Inc. Common Stock
JNCE
| $1.34M | ﹤0.01% |
+282,955
| New | +$1.34M |
|
715
Travere Therapeutics
TVTX
$1.89B
| $1.29M | ﹤0.01% |
88,425
+13,995
| +19% | +$204K |
|
716
Brighthouse Financial
BHF
$2.48B
| $1.28M | ﹤0.01% |
+53,003
| New | +$1.28M |
|
717
Harmony Gold Mining
HMY
$9.1B
| $1.27M | ﹤0.01% |
583,724
-467,140
| -44% | -$1.02M |
|
718
Medpace
MEDP
$13.8B
| $1.27M | ﹤0.01% |
17,298
+2,738
| +19% | +$201K |
|
719
Boise Cascade
BCC
$3.32B
| $1.25M | ﹤0.01% |
52,738
+8,348
| +19% | +$198K |
|
|
CTLT
720
DELISTED
CATALENT, INC.
CTLT
| $1.24M | ﹤0.01% |
23,873
+3,780
| +19% | +$196K |
|
|
LCI
721
DELISTED
Lannett Company, Inc.
LCI
| $1.23M | ﹤0.01% |
44,357
+7,021
| +19% | +$195K |
|
722
Titan Machinery
TITN
$492M
| $1.22M | ﹤0.01% |
140,782
+22,282
| +19% | +$194K |
|
723
Broadcom
AVGO
$1.63T
| $1.2M | ﹤0.01% |
50,620
+1,340
| +3% | +$31.8K |
|
724
Telephone and Data Systems
TDS
$4.41B
| $1.19M | ﹤0.01% |
70,792
+11,205
| +19% | +$188K |
|
725
AngioDynamics
ANGO
$443M
| $1.18M | ﹤0.01% |
113,395
+17,947
| +19% | +$187K |
|