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 |
Charles Schwab
SCHW
|
+$692M |
| 2 |
Qiagen
QGEN
|
+$623M |
| 3 |
Autodesk
ADSK
|
+$477M |
| 4 |
Lam Research
LRCX
|
+$381M |
| 5 |
Match Group
MTCH
|
+$358M |
Top Sells
| 1 |
TSMC
TSM
|
+$545M |
| 2 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
+$421M |
| 3 |
Illumina
ILMN
|
+$408M |
| 4 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$400M |
| 5 |
Fidelity National Information Services
FIS
|
+$389M |
Sector Composition
| 1 | Technology | 22.25% |
| 2 | Financials | 17.64% |
| 3 | Healthcare | 15.25% |
| 4 | Industrials | 13.09% |
| 5 | Communication Services | 8.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
America Movil
AMX
$59.6B
| $2.95M | ﹤0.01% |
202,868
+14,830
| +8% | +$216K |
|
702
iShares MSCI India ETF
INDA
$9.3B
| $2.84M | ﹤0.01% |
70,498
-22,728
| -24% | -$914K |
|
703
Emergent Biosolutions
EBS
$441M
| $2.83M | ﹤0.01% |
31,549
+6,796
| +27% | +$609K |
|
704
Tenable Holdings
TENB
$3.73B
| $2.69M | ﹤0.01% |
51,427
-516
| -1% | -$27K |
|
|
JNPR
705
DELISTED
Juniper Networks
JNPR
| $2.64M | ﹤0.01% |
117,257
-6,410
| -5% | -$144K |
|
706
Cirrus Logic
CRUS
$5.98B
| $2.63M | ﹤0.01% |
31,965
-1,748
| -5% | -$144K |
|
707
Avanos Medical
AVNS
$573M
| $2.62M | ﹤0.01% |
57,081
-579
| -1% | -$26.6K |
|
708
Expeditors International
EXPD
$16.4B
| $2.6M | ﹤0.01% |
+27,298
| New | +$2.6M |
|
709
MacroGenics
MGNX
$109M
| $2.58M | ﹤0.01% |
112,818
-1,132
| -1% | -$25.9K |
|
710
BP
BP
$87.8B
| $2.52M | ﹤0.01% |
122,651
-2,367,048
| -95% | -$48.6M |
|
711
Qualcomm
QCOM
$171B
| $2.49M | ﹤0.01% |
16,319
-4,761
| -23% | -$725K |
|
712
Rockwell Automation
ROK
$38.6B
| $2.48M | ﹤0.01% |
9,877
+2,626
| +36% | +$659K |
|
713
Lincoln National
LNC
$7.88B
| $2.47M | ﹤0.01% |
49,032
-17,379
| -26% | -$874K |
|
714
Fomento Económico Mexicano
FMX
$30.2B
| $2.46M | ﹤0.01% |
32,436
-451
| -1% | -$34.2K |
|
715
Rush Enterprises Class A
RUSHA
$4.48B
| $2.41M | ﹤0.01% |
+87,219
| New | +$2.41M |
|
716
Corpay
CPAY
$22.1B
| $2.38M | ﹤0.01% |
8,726
-2,611
| -23% | -$712K |
|
717
RE/MAX Holdings
RMAX
$187M
| $2.36M | ﹤0.01% |
65,073
+17,275
| +36% | +$628K |
|
718
Telefônica Brasil
VIV
$19.9B
| $2.36M | ﹤0.01% |
266,210
-3,716
| -1% | -$32.9K |
|
|
TRTN
719
DELISTED
Triton International Limited
TRTN
| $2.35M | ﹤0.01% |
+48,490
| New | +$2.35M |
|
720
Hewlett Packard
HPE
$31.5B
| $2.34M | ﹤0.01% |
197,511
-10,797
| -5% | -$128K |
|
721
Gaming and Leisure Properties
GLPI
$13.6B
| $2.32M | ﹤0.01% |
54,681
-1,673
| -3% | -$70.9K |
|
722
Vipshop
VIPS
$8.72B
| $2.24M | ﹤0.01% |
79,626
-234,704
| -75% | -$6.6M |
|
723
Jabil
JBL
$22.5B
| $2.23M | ﹤0.01% |
52,322
-34,296
| -40% | -$1.46M |
|
|
ORTX
724
DELISTED
Orchard Therapeutics plc American Depositary Shares
ORTX
| $2.22M | ﹤0.01% |
51,380
+949
| +2% | +$41K |
|
725
Novavax
NVAX
$1.29B
| $2.18M | ﹤0.01% |
19,534
-198
| -1% | -$22.1K |
|