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 |
Boeing
BA
|
+$1.35B |
| 2 |
Flutter Entertainment
FLUT
|
+$828M |
| 3 |
Mondelez International
MDLZ
|
+$595M |
| 4 |
KKR & Co
KKR
|
+$552M |
| 5 |
Salesforce
CRM
|
+$548M |
Top Sells
| 1 |
Charter Communications
CHTR
|
+$979M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$744M |
| 3 |
Accenture
ACN
|
+$735M |
| 4 |
Boston Scientific
BSX
|
+$724M |
| 5 |
Eaton
ETN
|
+$527M |
Sector Composition
| 1 | Technology | 22.22% |
| 2 | Financials | 19.01% |
| 3 | Healthcare | 13.21% |
| 4 | Industrials | 12.84% |
| 5 | Consumer Discretionary | 6.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Landstar System
LSTR
$4.56B
| $3.18M | ﹤0.01% |
16,486
-242
| -1% | -$46.6K |
|
702
Huntington Ingalls Industries
HII
$10.6B
| $3.17M | ﹤0.01% |
10,865
-183
| -2% | -$53.3K |
|
703
Yelp
YELP
$2B
| $3.1M | ﹤0.01% |
78,752
+8,086
| +11% | +$319K |
|
704
Texas Roadhouse
TXRH
$11.1B
| $3.01M | ﹤0.01% |
19,462
-150,841
| -89% | -$23.3M |
|
|
PRMW
705
DELISTED
Primo Water Corporation
PRMW
| $2.97M | ﹤0.01% |
+162,865
| New | +$2.97M |
|
|
BNR
706
Burning Rock Biotech
BNR
$97.5M
| $2.93M | ﹤0.01% |
402,689
-1,822
| -0.5% | -$13.3K |
|
707
Carvana
CVNA
$51.4B
| $2.87M | ﹤0.01% |
32,669
+20,128
| +160% | +$1.77M |
|
708
JELD-WEN Holding
JELD
$553M
| $2.86M | ﹤0.01% |
134,860
-10,467
| -7% | -$222K |
|
709
Coca-Cola Consolidated
COKE
$10.6B
| $2.81M | ﹤0.01% |
33,200
+18,510
| +126% | +$1.57M |
|
710
Olympic Steel
ZEUS
$373M
| $2.76M | ﹤0.01% |
38,948
-86
| -0.2% | -$6.1K |
|
711
Centene
CNC
$14.2B
| $2.75M | ﹤0.01% |
35,039
+18,117
| +107% | +$1.42M |
|
712
Seaboard Corp
SEB
$3.78B
| $2.71M | ﹤0.01% |
840
+535
| +175% | +$1.72M |
|
713
Sanmina
SANM
$6.34B
| $2.64M | ﹤0.01% |
42,439
+29,575
| +230% | +$1.84M |
|
714
CarGurus
CARG
$3.59B
| $2.64M | ﹤0.01% |
114,273
-254
| -0.2% | -$5.86K |
|
715
Steel Dynamics
STLD
$19.8B
| $2.62M | ﹤0.01% |
17,695
+374
| +2% | +$55.4K |
|
716
National Fuel Gas
NFG
$7.71B
| $2.58M | ﹤0.01% |
47,947
-480
| -1% | -$25.8K |
|
717
Ryerson Holding
RYI
$736M
| $2.44M | ﹤0.01% |
72,810
-161
| -0.2% | -$5.39K |
|
718
Prelude Therapeutics
PRLD
$69.6M
| $2.41M | ﹤0.01% |
508,149
-2,600
| -0.5% | -$12.3K |
|
719
Photronics
PLAB
$1.36B
| $2.41M | ﹤0.01% |
84,981
-188
| -0.2% | -$5.32K |
|
720
Sana Biotechnology
SANA
$762M
| $2.39M | ﹤0.01% |
238,831
-814,499
| -77% | -$8.14M |
|
721
Hologic
HOLX
$14.8B
| $2.33M | ﹤0.01% |
29,879
-440
| -1% | -$34.3K |
|
722
PROG Holdings
PRG
$1.4B
| $2.29M | ﹤0.01% |
66,396
-146
| -0.2% | -$5.03K |
|
723
CVR Energy
CVI
$3.16B
| $2.28M | ﹤0.01% |
63,888
-140
| -0.2% | -$4.99K |
|
724
Bank of N.T. Butterfield & Son
NTB
$1.87B
| $2.23M | ﹤0.01% |
69,725
-154
| -0.2% | -$4.93K |
|
725
Scotiabank
BNS
$79.5B
| $2.19M | ﹤0.01% |
42,352
+37,779
| +826% | +$1.96M |
|