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 |
Wells Fargo
WFC
|
+$567M |
| 2 |
Netflix
NFLX
|
+$383M |
| 3 |
CBRE Group
CBRE
|
+$351M |
| 4 |
PNC Financial Services
PNC
|
+$345M |
| 5 |
Starbucks
SBUX
|
+$306M |
Top Sells
| 1 |
Tesla
TSLA
|
+$1.38B |
| 2 |
JPMorgan Chase
JPM
|
+$891M |
| 3 |
NVIDIA
NVDA
|
+$795M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$790M |
| 5 |
Aon
AON
|
+$712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.42% |
| 3 | Industrials | 12.36% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Novartis
NVS
$241B
| $4.45M | ﹤0.01% |
39,951
+20,179
| +102% | +$2.25M |
|
702
Brinker International
EAT
$6.96B
| $4.41M | ﹤0.01% |
+29,562
| New | +$4.41M |
|
703
Toyota
TM
$255B
| $4.41M | ﹤0.01% |
24,957
+5,211
| +26% | +$920K |
|
704
Sumitomo Mitsui Financial
SMFG
$107B
| $4.37M | ﹤0.01% |
282,363
+143,683
| +104% | +$2.22M |
|
705
IDEX
IEX
$12.2B
| $4.3M | ﹤0.01% |
23,766
+1,967
| +9% | +$356K |
|
|
BELFB
706
Bel Fuse Class B
BELFB
$1.82B
| $4.28M | ﹤0.01% |
+57,174
| New | +$4.28M |
|
707
Sylvamo
SLVM
$1.73B
| $4.27M | ﹤0.01% |
63,720
+23,368
| +58% | +$1.57M |
|
|
ONC
708
BeOne Medicines Ltd. American Depositary Shares
ONC
$36.2B
| $4.25M | ﹤0.01% |
15,619
-12,304
| -44% | -$3.35M |
|
709
Dr. Reddy's Laboratories
RDY
$12.2B
| $4.21M | ﹤0.01% |
318,875
| – | – |
|
710
iShares Core MSCI EAFE ETF
IEFA
$153B
| $3.92M | ﹤0.01% |
51,864
+37,558
| +263% | +$2.84M |
|
711
TaskUs
TASK
$1.56B
| $3.89M | ﹤0.01% |
285,276
-6,498
| -2% | -$88.6K |
|
712
PagerDuty
PD
$1.52B
| $3.8M | ﹤0.01% |
207,931
-35,845
| -15% | -$655K |
|
713
Brighthouse Financial
BHF
$2.8B
| $3.76M | ﹤0.01% |
64,801
+16,711
| +35% | +$969K |
|
714
REV Group
REVG
$3.1B
| $3.65M | ﹤0.01% |
115,485
-2,632
| -2% | -$83.2K |
|
|
RDUS
715
DELISTED
Radius Recycling
RDUS
| $3.64M | ﹤0.01% |
126,188
-2,874
| -2% | -$83K |
|
716
NOV
NOV
$4.86B
| $3.6M | ﹤0.01% |
236,543
-71,537
| -23% | -$1.09M |
|
717
Woodside Energy
WDS
$30.7B
| $3.59M | ﹤0.01% |
247,444
+49,373
| +25% | +$715K |
|
718
Carnival Corp
CCL
$43.6B
| $3.44M | ﹤0.01% |
176,031
+25,628
| +17% | +$501K |
|
719
Coca-Cola Consolidated
COKE
$10.6B
| $3.32M | ﹤0.01% |
24,590
-19,340
| -44% | -$2.61M |
|
720
CarGurus
CARG
$3.58B
| $3.19M | ﹤0.01% |
109,602
-2,496
| -2% | -$72.7K |
|
721
Scotiabank
BNS
$79.2B
| $3.19M | ﹤0.01% |
67,240
+3,063
| +5% | +$145K |
|
722
EverQuote
EVER
$909M
| $3.17M | ﹤0.01% |
121,098
-2,760
| -2% | -$72.3K |
|
723
Clear Secure
YOU
$3.56B
| $3.12M | ﹤0.01% |
120,336
-27,871
| -19% | -$722K |
|
724
Sanmina
SANM
$6.21B
| $3.1M | ﹤0.01% |
40,707
-925
| -2% | -$70.5K |
|
725
Hologic
HOLX
$14.4B
| $3.04M | ﹤0.01% |
49,209
+4,918
| +11% | +$304K |
|