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 |
Tesla
TSLA
|
+$2.31B |
| 2 |
Atlassian
TEAM
|
+$687M |
| 3 |
Autodesk
ADSK
|
+$682M |
| 4 |
Netflix
NFLX
|
+$663M |
| 5 |
Boeing
BA
|
+$620M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$1.37B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.24B |
| 3 |
Visa
V
|
+$898M |
| 4 |
Cadence Design Systems
CDNS
|
+$791M |
| 5 |
JPMorgan Chase
JPM
|
+$745M |
Sector Composition
| 1 | Technology | 22.04% |
| 2 | Financials | 20.25% |
| 3 | Industrials | 12.48% |
| 4 | Healthcare | 11.1% |
| 5 | Consumer Discretionary | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
B
701
Barrick Mining Corporation
B
$49.5B
| $4.44M | ﹤0.01% |
286,633
-38,489
| -12% | -$597K |
|
|
GAP
702
The Gap, Inc.
GAP
$8.96B
| $4.1M | ﹤0.01% |
173,517
-49,138
| -22% | -$1.16M |
|
703
CarGurus
CARG
$3.59B
| $4.1M | ﹤0.01% |
112,098
-3,346
| -3% | -$122K |
|
704
Elastic
ESTC
$9.81B
| $4.09M | ﹤0.01% |
41,320
-1,233
| -3% | -$122K |
|
705
CareTrust REIT
CTRE
$7.68B
| $4.05M | ﹤0.01% |
149,785
+72,318
| +93% | +$1.96M |
|
706
Huazhu Hotels Group
HTHT
$11.7B
| $4.03M | ﹤0.01% |
122,082
+70,440
| +136% | +$2.33M |
|
707
Clear Secure
YOU
$3.33B
| $3.95M | ﹤0.01% |
148,207
+21,456
| +17% | +$572K |
|
708
Performance Food Group
PFGC
$16.4B
| $3.88M | ﹤0.01% |
45,935
-11,374
| -20% | -$962K |
|
709
Toyota
TM
$264B
| $3.84M | ﹤0.01% |
19,746
+730
| +4% | +$142K |
|
710
REV Group
REVG
$3.03B
| $3.76M | ﹤0.01% |
118,117
-3,525
| -3% | -$112K |
|
711
Carnival Corp
CCL
$42.8B
| $3.75M | ﹤0.01% |
150,403
-5,845
| -4% | -$146K |
|
712
Sabre
SABR
$686M
| $3.7M | ﹤0.01% |
1,014,156
-4,386,886
| -81% | -$16M |
|
713
Weatherford International
WFRD
$4.44B
| $3.62M | ﹤0.01% |
50,508
+19,785
| +64% | +$1.42M |
|
714
Scotiabank
BNS
$79.5B
| $3.45M | ﹤0.01% |
64,177
+328
| +0.5% | +$17.6K |
|
715
Rush Street Interactive
RSI
$2B
| $3.23M | ﹤0.01% |
235,410
-7,027
| -3% | -$96.4K |
|
716
Box
BOX
$4.8B
| $3.21M | ﹤0.01% |
101,468
+12,239
| +14% | +$387K |
|
|
PRMB
717
Primo Brands Corporation
PRMB
$9.17B
| $3.2M | ﹤0.01% |
+104,091
| New | +$3.2M |
|
718
Hologic
HOLX
$14.8B
| $3.19M | ﹤0.01% |
44,291
+16,012
| +57% | +$1.15M |
|
719
Abercrombie & Fitch
ANF
$4.49B
| $3.19M | ﹤0.01% |
21,341
+2,573
| +14% | +$385K |
|
720
Sylvamo
SLVM
$1.83B
| $3.19M | ﹤0.01% |
40,352
+4,868
| +14% | +$385K |
|
721
Sanmina
SANM
$6.34B
| $3.15M | ﹤0.01% |
41,632
-1,243
| -3% | -$94.1K |
|
722
TransAlta
TAC
$3.65B
| $3.13M | ﹤0.01% |
221,417
-1,935
| -0.9% | -$27.4K |
|
723
Woodside Energy
WDS
$31B
| $3.09M | ﹤0.01% |
198,071
+4,398
| +2% | +$68.6K |
|
724
Ecolab
ECL
$78.1B
| $2.92M | ﹤0.01% |
12,478
-508
| -4% | -$119K |
|
725
Amalgamated Financial
AMAL
$871M
| $2.88M | ﹤0.01% |
86,089
-2,570
| -3% | -$86K |
|