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 |
Microsoft
MSFT
|
$511M |
| 2 |
Lowe's Companies
LOW
|
$397M |
| 3 |
Amazon
AMZN
|
$329M |
| 4 |
Match Group
MTCH
|
$276M |
| 5 |
Goldman Sachs
GS
|
$276M |
Top Sells
| 1 |
FirstEnergy
FE
|
$742M |
| 2 |
Fiserv
FI
|
$467M |
| 3 |
Qiagen
QGEN
|
$391M |
| 4 |
Fidelity National Information Services
FIS
|
$378M |
| 5 |
Accenture
ACN
|
$370M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 16.55% |
| 3 | Healthcare | 16.09% |
| 4 | Industrials | 13.18% |
| 5 | Communication Services | 8.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Qualcomm
QCOM
$172B
| $2.48M | ﹤0.01% |
21,080
+17,059
| +424% | +$2.01M |
|
702
KT
KT
$9.78B
| $2.35M | ﹤0.01% |
244,520
-1,451
| -0.6% | -$13.9K |
|
703
America Movil
AMX
$59.1B
| $2.35M | ﹤0.01% |
188,038
-4,869
| -3% | -$60.8K |
|
704
Coherus Oncology, Inc. Common Stock
CHRS
$150M
| $2.29M | ﹤0.01% |
124,804
-4,889
| -4% | -$89.7K |
|
705
Cirrus Logic
CRUS
$5.94B
| $2.27M | ﹤0.01% |
33,713
-2,469
| -7% | -$167K |
|
706
Best Buy
BBY
$16.1B
| $2.17M | ﹤0.01% |
19,508
-75,868
| -80% | -$8.45M |
|
707
Novavax
NVAX
$1.28B
| $2.14M | ﹤0.01% |
+19,732
| New | +$2.14M |
|
|
GMRE
708
Global Medical REIT
GMRE
$508M
| $2.13M | ﹤0.01% |
+157,974
| New | +$2.13M |
|
709
Gaming and Leisure Properties
GLPI
$13.7B
| $2.08M | ﹤0.01% |
+56,354
| New | +$2.08M |
|
710
Lincoln National
LNC
$7.98B
| $2.08M | ﹤0.01% |
66,411
-4,862
| -7% | -$152K |
|
|
ORTX
711
DELISTED
Orchard Therapeutics plc American Depositary Shares
ORTX
| $2.07M | ﹤0.01% |
50,431
-1,239
| -2% | -$50.9K |
|
712
Telefônica Brasil
VIV
$20.1B
| $2.07M | ﹤0.01% |
269,926
+14,586
| +6% | +$112K |
|
713
Travere Therapeutics
TVTX
$1.93B
| $2.06M | ﹤0.01% |
111,712
-4,377
| -4% | -$80.8K |
|
714
FerroAtlántica
GSM
$799M
| $2.05M | ﹤0.01% |
3,061,245
-571,766
| -16% | -$383K |
|
715
GoDaddy
GDDY
$20.1B
| $2.03M | ﹤0.01% |
26,730
-31,893
| -54% | -$2.42M |
|
716
Polaris
PII
$3.33B
| $2.02M | ﹤0.01% |
+21,420
| New | +$2.02M |
|
717
Herc Holdings
HRI
$4.6B
| $1.97M | ﹤0.01% |
+49,800
| New | +$1.97M |
|
718
Tenable Holdings
TENB
$3.76B
| $1.96M | ﹤0.01% |
+51,943
| New | +$1.96M |
|
719
Hewlett Packard
HPE
$31B
| $1.95M | ﹤0.01% |
208,308
-15,250
| -7% | -$143K |
|
720
Avanos Medical
AVNS
$590M
| $1.92M | ﹤0.01% |
57,660
-2,257
| -4% | -$75K |
|
|
DCT
721
DELISTED
Duck Creek Technologies, Inc. Common Stock
DCT
| $1.91M | ﹤0.01% |
+42,120
| New | +$1.91M |
|
722
Clearwater Paper
CLW
$354M
| $1.86M | ﹤0.01% |
+48,975
| New | +$1.86M |
|
723
Fomento Económico Mexicano
FMX
$29.6B
| $1.85M | ﹤0.01% |
32,887
-834
| -2% | -$46.9K |
|
724
iShares MSCI Emerging Markets ETF
EEM
$19.2B
| $1.83M | ﹤0.01% |
+41,546
| New | +$1.83M |
|
725
Exxon Mobil
XOM
$466B
| $1.8M | ﹤0.01% |
52,347
-9,612
| -16% | -$330K |
|