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 |
Prologis
PLD
|
$582M |
| 2 |
Air Products & Chemicals
APD
|
$473M |
| 3 |
Pfizer
PFE
|
$407M |
| 4 |
General Dynamics
GD
|
$253M |
| 5 |
Regeneron Pharmaceuticals
REGN
|
$252M |
Top Sells
| 1 |
Cadence Design Systems
CDNS
|
$734M |
| 2 |
Goldman Sachs
GS
|
$451M |
| 3 |
Northrop Grumman
NOC
|
$411M |
| 4 |
Edwards Lifesciences
EW
|
$389M |
| 5 |
Thermo Fisher Scientific
TMO
|
$389M |
Sector Composition
| 1 | Financials | 19.48% |
| 2 | Technology | 17.38% |
| 3 | Healthcare | 16.61% |
| 4 | Industrials | 13.73% |
| 5 | Consumer Discretionary | 6.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Reliance Steel & Aluminium
RS
$15.7B
| $2.59M | ﹤0.01% |
12,810
+952
| +8% | +$193K |
|
702
REV Group
REVG
$3.05B
| $2.54M | ﹤0.01% |
201,552
+4,266
| +2% | +$53.8K |
|
703
Brighthouse Financial
BHF
$2.48B
| $2.46M | ﹤0.01% |
47,958
+1,015
| +2% | +$52K |
|
|
ITOS
704
DELISTED
iTeos Therapeutics
ITOS
| $2.42M | ﹤0.01% |
123,862
+2,622
| +2% | +$51.2K |
|
705
ZipRecruiter
ZIP
$421M
| $2.4M | ﹤0.01% |
146,292
+3,097
| +2% | +$50.9K |
|
706
Jackson Financial
JXN
$6.65B
| $2.35M | ﹤0.01% |
+67,641
| New | +$2.35M |
|
707
Cal-Maine
CALM
$5.52B
| $2.34M | ﹤0.01% |
+42,919
| New | +$2.34M |
|
708
Titan International
TWI
$562M
| $2.33M | ﹤0.01% |
152,247
+3,223
| +2% | +$49.4K |
|
709
Ecolab
ECL
$77.6B
| $2.33M | ﹤0.01% |
16,008
-313
| -2% | -$45.6K |
|
710
Teekay Tankers
TNK
$1.8B
| $2.33M | ﹤0.01% |
75,555
+1,599
| +2% | +$49.3K |
|
711
Barclays
BCS
$69.1B
| $2.29M | ﹤0.01% |
294,120
-7,016
| -2% | -$54.7K |
|
712
Freshworks
FRSH
$3.74B
| $2.29M | ﹤0.01% |
155,666
-2,805
| -2% | -$41.3K |
|
713
Target Hospitality
TH
$876M
| $2.29M | ﹤0.01% |
+150,963
| New | +$2.29M |
|
714
Sanofi
SNY
$113B
| $2.28M | ﹤0.01% |
+47,027
| New | +$2.28M |
|
715
OFG Bancorp
OFG
$1.99B
| $2.27M | ﹤0.01% |
82,451
+1,745
| +2% | +$48.1K |
|
716
JB Hunt Transport Services
JBHT
$13.9B
| $2.27M | ﹤0.01% |
13,017
-255
| -2% | -$44.5K |
|
717
New Oriental
EDU
$7.98B
| $2.26M | ﹤0.01% |
65,016
-633,803
| -91% | -$22.1M |
|
718
CVR Energy
CVI
$3.16B
| $2.26M | ﹤0.01% |
72,182
+1,528
| +2% | +$47.9K |
|
719
Malibu Boats
MBUU
$648M
| $2.25M | ﹤0.01% |
42,204
+894
| +2% | +$47.7K |
|
720
BlueLinx
BXC
$680M
| $2.21M | ﹤0.01% |
31,113
+13,766
| +79% | +$979K |
|
721
Par Pacific Holdings
PARR
$1.72B
| $2.17M | ﹤0.01% |
+93,531
| New | +$2.17M |
|
722
First Financial Corporation Common Stock
THFF
$695M
| $2.15M | ﹤0.01% |
46,735
+989
| +2% | +$45.6K |
|
|
XM
723
DELISTED
Qualtrics International Inc. Class A Common Stock
XM
| $2.15M | ﹤0.01% |
207,081
-3,886
| -2% | -$40.3K |
|
724
iShares Russell 1000 Growth ETF
IWF
$117B
| $2.12M | ﹤0.01% |
9,916
+4,137
| +72% | +$886K |
|
725
Qualcomm
QCOM
$172B
| $2.11M | ﹤0.01% |
19,203
+12
| +0.1% | +$1.32K |
|