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
$567M | |
$383M | |
$351M | |
$345M | |
$306M |
Top Sells
$1.38B | |
$891M | |
$795M | |
$790M | |
$712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.5% |
| 3 | Industrials | 12.37% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.89% |
| # | Name | Market Value | Shares or Principal | Shares Change % | Capital Flow | Portfolio Weight | |
|---|---|---|---|---|---|---|---|
| $1.65B | 29,361,417 -1,599,221 | -5% | -$89.7M | 0.55% | |||
| $1.63B | 10,878,718 +923,766 | +9% | +$139M | 0.54% | |||
| $1.63B | 6,977,736 -168,583 | -2% | -$39.3M | 0.54% | |||
| $1.61B | 20,527,113 -1,469,660 | -7% | -$115M | 0.53% | |||
| $1.57B | 6,843,856 +667,957 | +11% | +$153M | 0.52% | |||
| $1.55B | 20,433,885 +993,553 | +5% | +$75.4M | 0.52% | |||
| $1.55B | 5,852,915 -183,746 | -3% | -$48.6M | 0.51% | |||
| $1.55B | 8,134,050 +87,820 | +1% | +$16.7M | 0.51% | |||
| $1.46B | 13,441,198 +499,362 | +4% | +$54.1M | 0.48% | |||
| $1.43B | 9,018,628 +1,635,636 | +22% | +$260M | 0.48% | |||
| $1.4B | 11,953,393 -489,441 | -4% | -$57.3M | 0.46% | |||
| $1.36B | 20,676,055 -1,460,459 | -7% | -$95.8M | 0.45% | |||
| $1.34B | 7,465,886 -234,373 | -3% | -$42.1M | 0.45% | |||
| $1.31B | 4,417,489 -55,292 | -1% | -$16.5M | 0.44% | |||
| $1.29B | 1,387,159 +410,235 | +42% | +$383M | 0.43% | |||
| $1.28B | 18,045,650 -1,869,080 | -9% | -$133M | 0.43% | |||
| $1.24B | 29,324,514 +1,233,059 | +4% | +$52.2M | 0.41% | |||
| $1.24B | 4,859,517 -388,635 | -7% | -$98.8M | 0.41% | |||
| $1.23B | 5,439,349 +452,146 | +9% | +$102M | 0.41% | |||
| $1.2B | 7,201,292 -380,717 | -5% | -$63.7M | 0.4% | |||
| $1.2B | 16,973,454 -639,785 | -4% | -$45.3M | 0.4% | |||
| $1.19B | 2,396,032 -179,599 | -7% | -$89.4M | 0.4% | |||
| $1.18B | 12,121,917 +24,202 | +0.2% | +$2.36M | 0.39% | |||
| $1.16B | 17,072,476 -350,887 | -2% | -$23.8M | 0.39% | |||
| $1.16B | 1,699,689 -350,072 | -17% | -$238M | 0.38% |
