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 |
Flutter Entertainment
FLUT
|
+$849M |
| 2 |
Intuitive Surgical
ISRG
|
+$559M |
| 3 |
CDW
CDW
|
+$416M |
| 4 |
Philip Morris
PM
|
+$408M |
| 5 |
PACCAR
PCAR
|
+$325M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$1.92B |
| 2 |
TSMC
TSM
|
+$789M |
| 3 |
Microsoft
MSFT
|
+$708M |
| 4 |
JPMorgan Chase
JPM
|
+$636M |
| 5 |
Eli Lilly
LLY
|
+$561M |
Sector Composition
| 1 | Technology | 21.52% |
| 2 | Financials | 19.51% |
| 3 | Healthcare | 12.79% |
| 4 | Industrials | 12.46% |
| 5 | Consumer Discretionary | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Box
BOX
$4.86B
| $2.92M | ﹤0.01% |
89,229
+4,766
| +6% | +$156K |
|
702
Carnival Corp
CCL
$42.8B
| $2.89M | ﹤0.01% |
+156,248
| New | +$2.89M |
|
703
Amalgamated Financial
AMAL
$866M
| $2.78M | ﹤0.01% |
88,659
-2,148
| -2% | -$67.4K |
|
704
Landstar System
LSTR
$4.54B
| $2.71M | ﹤0.01% |
14,370
-199
| -1% | -$37.6K |
|
|
ONC
705
BeOne Medicines Ltd. American Depositary Shares
ONC
$38.6B
| $2.67M | ﹤0.01% |
+11,874
| New | +$2.67M |
|
706
Teekay Tankers
TNK
$1.8B
| $2.66M | ﹤0.01% |
45,652
-1,105
| -2% | -$64.4K |
|
707
Fractyl Health
GUTS
$68.9M
| $2.65M | ﹤0.01% |
1,045,672
+49,289
| +5% | +$125K |
|
708
Health Catalyst
HCAT
$239M
| $2.64M | ﹤0.01% |
324,002
-7,845
| -2% | -$63.9K |
|
709
Rush Street Interactive
RSI
$1.99B
| $2.63M | ﹤0.01% |
242,437
-5,873
| -2% | -$63.7K |
|
710
Abercrombie & Fitch
ANF
$4.48B
| $2.63M | ﹤0.01% |
18,768
+1,002
| +6% | +$140K |
|
711
Weatherford International
WFRD
$4.45B
| $2.61M | ﹤0.01% |
+30,723
| New | +$2.61M |
|
712
Bank of N.T. Butterfield & Son
NTB
$1.87B
| $2.6M | ﹤0.01% |
70,440
-1,705
| -2% | -$62.9K |
|
713
Huntington Ingalls Industries
HII
$10.5B
| $2.59M | ﹤0.01% |
9,804
-115
| -1% | -$30.4K |
|
714
Provident Financial Services
PFS
$2.58B
| $2.58M | ﹤0.01% |
139,110
-3,370
| -2% | -$62.5K |
|
715
World Kinect Corp
WKC
$1.44B
| $2.58M | ﹤0.01% |
83,413
-2,021
| -2% | -$62.5K |
|
716
Rayonier Advanced Materials
RYAM
$400M
| $2.57M | ﹤0.01% |
+300,728
| New | +$2.57M |
|
717
Scorpio Tankers
STNG
$2.91B
| $2.56M | ﹤0.01% |
35,936
+2,467
| +7% | +$176K |
|
718
Dell
DELL
$82B
| $2.54M | ﹤0.01% |
21,438
-41,866
| -66% | -$4.96M |
|
719
Yelp
YELP
$2B
| $2.5M | ﹤0.01% |
71,234
-1,725
| -2% | -$60.5K |
|
720
Lyft
LYFT
$7.63B
| $2.45M | ﹤0.01% |
192,301
-4,658
| -2% | -$59.4K |
|
721
ING
ING
$71B
| $2.43M | ﹤0.01% |
+133,673
| New | +$2.43M |
|
722
Hims & Hers Health
HIMS
$10.8B
| $2.39M | ﹤0.01% |
+130,017
| New | +$2.39M |
|
723
CareTrust REIT
CTRE
$7.55B
| $2.39M | ﹤0.01% |
+77,467
| New | +$2.39M |
|
724
Photronics
PLAB
$1.34B
| $2.32M | ﹤0.01% |
93,844
+5,912
| +7% | +$146K |
|
725
TransAlta
TAC
$3.66B
| $2.31M | ﹤0.01% |
223,352
| – | – |
|