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 |
Exxon Mobil
XOM
|
$1.63B |
| 2 |
Qualcomm
QCOM
|
$607M |
| 3 |
GE Aerospace
GE
|
$580M |
| 4 |
Salesforce
CRM
|
$494M |
| 5 |
Chevron
CVX
|
$477M |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
$1.69B |
| 2 |
Comcast
CMCSA
|
$1.26B |
| 3 |
Boston Scientific
BSX
|
$1.14B |
| 4 |
NVIDIA
NVDA
|
$1.03B |
| 5 |
Flutter Entertainment
FLUT
|
$828M |
Sector Composition
| 1 | Technology | 23.99% |
| 2 | Financials | 18.51% |
| 3 | Healthcare | 12.55% |
| 4 | Industrials | 12.27% |
| 5 | Consumer Discretionary | 6.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
WEX
WEX
$5.87B
| $3.69M | ﹤0.01% |
20,825
-14,331
| -41% | -$2.54M |
|
702
Graco
GGG
$14.2B
| $3.55M | ﹤0.01% |
44,722
+174
| +0.4% | +$13.8K |
|
703
Dr. Reddy's Laboratories
RDY
$11.9B
| $3.53M | ﹤0.01% |
231,775
| – | – |
|
704
Woodside Energy
WDS
$31.6B
| $3.49M | ﹤0.01% |
185,770
+9,082
| +5% | +$171K |
|
705
InterDigital
IDCC
$7.43B
| $3.29M | ﹤0.01% |
28,187
-12,427
| -31% | -$1.45M |
|
706
Cirrus Logic
CRUS
$5.94B
| $3.27M | ﹤0.01% |
25,593
+2,353
| +10% | +$300K |
|
707
Teekay Tankers
TNK
$1.8B
| $3.22M | ﹤0.01% |
46,757
-20,117
| -30% | -$1.38M |
|
708
Abercrombie & Fitch
ANF
$4.49B
| $3.16M | ﹤0.01% |
17,766
+1,634
| +10% | +$291K |
|
709
Innovative Industrial Properties
IIPR
$1.61B
| $3.15M | ﹤0.01% |
28,838
+9,558
| +50% | +$1.04M |
|
710
Ecolab
ECL
$77.6B
| $3.14M | ﹤0.01% |
13,175
-1,726
| -12% | -$411K |
|
711
REV Group
REVG
$3.05B
| $3.1M | ﹤0.01% |
124,587
-53,804
| -30% | -$1.34M |
|
712
CarGurus
CARG
$3.59B
| $3.1M | ﹤0.01% |
118,240
+3,967
| +3% | +$104K |
|
|
JOYY
713
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $3.05M | ﹤0.01% |
101,213
-3,273
| -3% | -$98.5K |
|
|
OPTN
714
DELISTED
OptiNose
OPTN
| $3.04M | ﹤0.01% |
194,687
+5,415
| +3% | +$84.5K |
|
715
Seaboard Corp
SEB
$3.78B
| $2.92M | ﹤0.01% |
925
+85
| +10% | +$269K |
|
716
Sanmina
SANM
$6.44B
| $2.91M | ﹤0.01% |
43,913
+1,474
| +3% | +$97.7K |
|
717
Scotiabank
BNS
$78.8B
| $2.82M | ﹤0.01% |
61,759
+19,407
| +46% | +$887K |
|
718
Lyft
LYFT
$6.91B
| $2.78M | ﹤0.01% |
+196,959
| New | +$2.78M |
|
719
Scorpio Tankers
STNG
$2.71B
| $2.72M | ﹤0.01% |
+33,469
| New | +$2.72M |
|
720
Yelp
YELP
$2.02B
| $2.7M | ﹤0.01% |
72,959
-5,793
| -7% | -$214K |
|
721
Landstar System
LSTR
$4.58B
| $2.69M | ﹤0.01% |
14,569
-1,917
| -12% | -$354K |
|
722
BlueLinx
BXC
$680M
| $2.65M | ﹤0.01% |
28,493
+957
| +3% | +$89.1K |
|
723
Netflix
NFLX
$529B
| $2.65M | ﹤0.01% |
3,929
-2,959
| -43% | -$2M |
|
724
Bank of N.T. Butterfield & Son
NTB
$1.86B
| $2.53M | ﹤0.01% |
72,145
+2,420
| +3% | +$85K |
|
725
Steel Dynamics
STLD
$19.8B
| $2.52M | ﹤0.01% |
19,487
+1,792
| +10% | +$232K |
|