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
|
+$1.3B |
| 2 |
Progressive
PGR
|
+$794M |
| 3 |
Morgan Stanley
MS
|
+$701M |
| 4 |
Icon
ICLR
|
+$474M |
| 5 |
Fiserv
FI
|
+$462M |
Top Sells
| 1 |
Zimmer Biomet
ZBH
|
+$912M |
| 2 |
State Street
STT
|
+$775M |
| 3 |
Accenture
ACN
|
+$578M |
| 4 |
Alibaba
BABA
|
+$562M |
| 5 |
Goldman Sachs
GS
|
+$480M |
Sector Composition
| 1 | Technology | 21.43% |
| 2 | Financials | 18.37% |
| 3 | Healthcare | 14.91% |
| 4 | Industrials | 13.45% |
| 5 | Communication Services | 8.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
StealthGas
GASS
$272M
| $4.63M | ﹤0.01% |
1,629,930
-43,711
| -3% | -$124K |
|
702
AbbVie
ABBV
$374B
| $4.6M | ﹤0.01% |
42,479
-10,512
| -20% | -$1.14M |
|
703
FIVE9
FIVN
$1.95B
| $4.44M | ﹤0.01% |
28,366
-160,213
| -85% | -$25M |
|
704
Wells Fargo
WFC
$257B
| $4.34M | ﹤0.01% |
111,132
-781,075
| -88% | -$30.5M |
|
705
Pultegroup
PHM
$26.7B
| $4.25M | ﹤0.01% |
81,075
-12,889
| -14% | -$676K |
|
706
DigitalOcean
DOCN
$3.11B
| $4.21M | ﹤0.01% |
+99,859
| New | +$4.21M |
|
707
Immunocore
IMCR
$1.83B
| $4.15M | ﹤0.01% |
+97,502
| New | +$4.15M |
|
|
SGFY
708
DELISTED
Signify Health, Inc.
SGFY
| $4.08M | ﹤0.01% |
+139,324
| New | +$4.08M |
|
709
Petrobras
PBR
$82.2B
| $4M | ﹤0.01% |
471,466
-9,371,128
| -95% | -$79.5M |
|
710
BP
BP
$89.5B
| $3.93M | ﹤0.01% |
161,270
+38,619
| +31% | +$940K |
|
711
Paysafe Limited Warrants, exercisable for one Common Share of Paysafe Limited at a price of $138.00 per share
PSFE.WS
$1.32M
| $3.9M | ﹤0.01% |
+900,776
| New | +$3.9M |
|
712
Rockwell Automation
ROK
$38.2B
| $3.81M | ﹤0.01% |
14,359
+4,482
| +45% | +$1.19M |
|
713
Light & Wonder
LNW
$7.43B
| $3.68M | ﹤0.01% |
95,521
+3,887
| +4% | +$150K |
|
|
ORTX
714
DELISTED
Orchard Therapeutics plc American Depositary Shares
ORTX
| $3.64M | ﹤0.01% |
50,174
-1,206
| -2% | -$87.6K |
|
715
America Movil
AMX
$59.6B
| $3.55M | ﹤0.01% |
261,616
+58,748
| +29% | +$798K |
|
716
Integer Holdings
ITGR
$3.59B
| $3.5M | ﹤0.01% |
38,046
-4,510
| -11% | -$415K |
|
717
Tyson Foods
TSN
$19.7B
| $3.49M | ﹤0.01% |
46,951
-8,367
| -15% | -$622K |
|
718
Itaú Unibanco
ITUB
$75.9B
| $3.48M | ﹤0.01% |
936,492
-15,709
| -2% | -$58.4K |
|
|
JNPR
719
DELISTED
Juniper Networks
JNPR
| $3.41M | ﹤0.01% |
134,761
+17,504
| +15% | +$443K |
|
720
Forrester Research
FORR
$188M
| $3.37M | ﹤0.01% |
79,308
-9,403
| -11% | -$399K |
|
721
Broadridge
BR
$29.3B
| $3.26M | ﹤0.01% |
21,288
+220
| +1% | +$33.7K |
|
722
MacroGenics
MGNX
$109M
| $3.21M | ﹤0.01% |
100,863
-11,955
| -11% | -$381K |
|
723
Novavax
NVAX
$1.29B
| $3.16M | ﹤0.01% |
17,428
-2,106
| -11% | -$382K |
|
724
Cirrus Logic
CRUS
$5.78B
| $3.12M | ﹤0.01% |
36,736
+4,771
| +15% | +$405K |
|
725
Owens & Minor
OMI
$423M
| $2.95M | ﹤0.01% |
78,544
-39,211
| -33% | -$1.47M |
|