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 |
Meta Platforms (Facebook)
META
|
$1.49B |
| 2 |
Eli Lilly
LLY
|
$784M |
| 3 |
NVIDIA
NVDA
|
$544M |
| 4 |
Spotify
SPOT
|
$510M |
| 5 |
Kenvue
KVUE
|
$493M |
Top Sells
| 1 |
Adobe
ADBE
|
$1.02B |
| 2 |
Thermo Fisher Scientific
TMO
|
$698M |
| 3 |
Danaher
DHR
|
$657M |
| 4 |
Intuit
INTU
|
$622M |
| 5 |
Boston Scientific
BSX
|
$562M |
Sector Composition
| 1 | Technology | 21.36% |
| 2 | Financials | 17.98% |
| 3 | Healthcare | 14.07% |
| 4 | Industrials | 13.34% |
| 5 | Consumer Discretionary | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
CVR Energy
CVI
$3.16B
| $2.05M | ﹤0.01% |
68,582
-1,615
| -2% | -$48.4K |
|
702
Imperial Oil
IMO
$44.4B
| $2.05M | ﹤0.01% |
+40,093
| New | +$2.05M |
|
703
Olympic Steel
ZEUS
$379M
| $2.05M | ﹤0.01% |
41,809
+7,099
| +20% | +$348K |
|
704
OFG Bancorp
OFG
$1.99B
| $2.04M | ﹤0.01% |
78,342
-1,845
| -2% | -$48.1K |
|
705
LiveRamp
RAMP
$1.86B
| $2.02M | ﹤0.01% |
70,725
-131
| -0.2% | -$3.74K |
|
706
Jackson Financial
JXN
$6.65B
| $2.01M | ﹤0.01% |
65,798
-1,566
| -2% | -$47.9K |
|
|
TXNM
707
TXNM Energy, Inc.
TXNM
$5.99B
| $1.99M | ﹤0.01% |
+44,188
| New | +$1.99M |
|
708
Alpha and Omega Semiconductor
AOSL
$839M
| $1.94M | ﹤0.01% |
59,063
-1,391
| -2% | -$45.6K |
|
709
British American Tobacco
BTI
$122B
| $1.93M | ﹤0.01% |
58,089
+9,146
| +19% | +$304K |
|
710
Target Hospitality
TH
$876M
| $1.92M | ﹤0.01% |
143,432
-3,380
| -2% | -$45.4K |
|
711
World Kinect Corp
WKC
$1.48B
| $1.83M | ﹤0.01% |
+88,637
| New | +$1.83M |
|
712
EchoStar
SATS
$19.3B
| $1.83M | ﹤0.01% |
105,696
-2,491
| -2% | -$43.2K |
|
713
Orthofix Medical
OFIX
$575M
| $1.82M | ﹤0.01% |
100,622
-2,371
| -2% | -$42.8K |
|
714
Terex
TEX
$3.47B
| $1.78M | ﹤0.01% |
29,775
+1,443
| +5% | +$86.3K |
|
715
United Therapeutics
UTHR
$18.1B
| $1.78M | ﹤0.01% |
8,066
-190
| -2% | -$41.9K |
|
716
Alkermes
ALKS
$4.94B
| $1.78M | ﹤0.01% |
56,869
+32,931
| +138% | +$1.03M |
|
717
Woodside Energy
WDS
$31.6B
| $1.76M | ﹤0.01% |
75,976
+7,780
| +11% | +$180K |
|
718
Avanos Medical
AVNS
$590M
| $1.75M | ﹤0.01% |
68,329
-1,609
| -2% | -$41.1K |
|
719
Incyte
INCY
$16.9B
| $1.72M | ﹤0.01% |
+27,626
| New | +$1.72M |
|
720
Titan International
TWI
$562M
| $1.66M | ﹤0.01% |
144,652
-3,408
| -2% | -$39.1K |
|
721
Vir Biotechnology
VIR
$732M
| $1.61M | ﹤0.01% |
65,474
-1,542
| -2% | -$37.8K |
|
722
Fomento Económico Mexicano
FMX
$29.6B
| $1.57M | ﹤0.01% |
14,124
| – | – |
|
|
DQ
723
Daqo New Energy
DQ
$1.96B
| $1.51M | ﹤0.01% |
38,140
-36,711
| -49% | -$1.46M |
|
724
National Grid
NGG
$69.6B
| $1.51M | ﹤0.01% |
23,409
+3,714
| +19% | +$239K |
|
725
Rimini Street
RMNI
$416M
| $1.5M | ﹤0.01% |
312,932
-7,373
| -2% | -$35.3K |
|