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 | +$2.54B | |
| 2 | +$500M | |
| 3 | +$489M | |
| 4 |
Danaher
DHR
|
+$487M |
| 5 |
Monster Beverage
MNST
|
+$438M |
Top Sells
| 1 | +$1.9B | |
| 2 | +$1.65B | |
| 3 | +$1.63B | |
| 4 |
NVIDIA
NVDA
|
+$850M |
| 5 |
Mondelez International
MDLZ
|
+$738M |
Sector Composition
| 1 | Technology | 23.02% |
| 2 | Financials | 19.96% |
| 3 | Industrials | 12.58% |
| 4 | Healthcare | 11.72% |
| 5 | Consumer Discretionary | 7.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Dominion Energy
D
$53.5B
| $1.64B | 0.53% |
27,956,036
-864,080
|
|
||
|
MRSH
52
Marsh
MRSH
$89.2B
| $1.61B | 0.52% |
8,662,457
-811,902
|
|
||
53
Wells Fargo
WFC
$255B
| $1.6B | 0.52% |
17,174,896
-684,784
|
|
||
54
Visa
V
$617B
| $1.59B | 0.51% |
4,535,199
-911,157
|
|
||
55
CRH
CRH
$76.1B
| $1.55B | 0.5% |
12,439,954
+78,769
|
|
||
56
Lowe's Companies
LOW
$145B
| $1.54B | 0.5% |
6,374,029
-228,034
|
|
||
57
Charles Schwab
SCHW
$169B
| $1.54B | 0.5% |
15,366,868
-1,717,244
|
|
||
58
Travelers Companies
TRV
$67.2B
| $1.5B | 0.49% |
5,188,555
-186,477
|
|
||
59
AbbVie
ABBV
$414B
| $1.5B | 0.48% |
6,564,258
-1,797,129
|
|
||
60
Cadence Design Systems
CDNS
$82B
| $1.5B | 0.48% |
4,794,286
-520,121
|
|
||
61
Philip Morris
PM
$277B
| $1.49B | 0.48% |
9,301,112
+2,475,204
|
|
||
62
Check Point Software Technologies
CHKP
$17.1B
| $1.47B | 0.48% |
7,937,229
+1,766,774
|
|
||
63
Marriott International
MAR
$89B
| $1.47B | 0.47% |
4,732,764
-189,003
|
|
||
64
Toronto Dominion Bank
TD
$164B
| $1.43B | 0.46% |
15,210,762
+3,129,457
|
|
||
65
Southern Company
SO
$107B
| $1.42B | 0.46% |
16,300,985
-3,509,214
|
|
||
66
Pfizer
PFE
$151B
| $1.39B | 0.45% |
55,873,002
-1,715,658
|
|
||
67
Xcel Energy
XEL
$49.2B
| $1.39B | 0.45% |
18,814,767
-712,106
|
|
||
68
Honeywell
HON
$155B
| $1.34B | 0.43% |
6,846,799
-348,084
|
|
||
69
TransUnion
TRU
$15.2B
| $1.33B | 0.43% |
15,540,471
-2,734,909
|
|
||
70
LPL Financial
LPLA
$24.5B
| $1.33B | 0.43% |
3,719,447
+477,094
|
|
||
71
Blackrock
BLK
$163B
| $1.25B | 0.4% |
1,167,999
-45,562
|
|
||
72
Spotify
SPOT
$107B
| $1.25B | 0.4% |
2,151,807
-772,006
|
|
||
73
PACCAR
PCAR
$63.7B
| $1.2B | 0.39% |
10,998,211
-368,336
|
|
||
74
Take-Two Interactive
TTWO
$40.2B
| $1.19B | 0.38% |
4,641,579
-294,827
|
|
||
75
Kenvue
KVUE
$34.8B
| $1.18B | 0.38% |
68,486,378
-18,866,299
|
|