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 | +$890M | |
| 2 | +$686M | |
| 3 | +$595M | |
| 4 |
Honeywell
HON
|
+$425M |
| 5 |
Salesforce
CRM
|
+$422M |
Top Sells
| 1 | +$3.06B | |
| 2 | +$1.13B | |
| 3 | +$705M | |
| 4 |
Johnson & Johnson
JNJ
|
+$688M |
| 5 |
Aptiv
APTV
|
+$671M |
Sector Composition
| 1 | Technology | 22.05% |
| 2 | Financials | 18.97% |
| 3 | Industrials | 13.79% |
| 4 | Healthcare | 11.79% |
| 5 | Consumer Discretionary | 6.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
American Express
AXP
$234B
| $1.56B | 0.52% |
5,067,655
-739,804
|
|
||
52
Citigroup
C
$245B
| $1.52B | 0.51% |
13,354,702
-1,850,228
|
|
||
53
Southern Company
SO
$108B
| $1.5B | 0.51% |
15,595,800
-705,185
|
|
||
54
NXP Semiconductors
NXPI
$74.2B
| $1.5B | 0.5% |
7,574,965
-274,776
|
|
||
55
Chevron
CVX
$341B
| $1.48B | 0.5% |
7,109,419
-458,439
|
|
||
56
Agilent Technologies
A
$37.2B
| $1.47B | 0.49% |
12,624,090
-1,523,511
|
|
||
57
CRH
CRH
$74.9B
| $1.45B | 0.49% |
13,507,797
+1,067,843
|
|
||
58
Xcel Energy
XEL
$50.9B
| $1.45B | 0.49% |
18,078,640
-736,127
|
|
||
59
Toronto Dominion Bank
TD
$196B
| $1.45B | 0.49% |
14,219,093
-991,669
|
|
||
60
Philip Morris
PM
$279B
| $1.45B | 0.49% |
8,631,772
-669,340
|
|
||
61
GE Vernova
GEV
$284B
| $1.44B | 0.49% |
1,629,084
+12,435
|
|
||
62
Travelers Companies
TRV
$68.2B
| $1.44B | 0.48% |
4,903,665
-284,890
|
|
||
|
MRSH
63
Marsh
MRSH
$80B
| $1.42B | 0.48% |
8,200,309
-462,148
|
|
||
64
Lowe's Companies
LOW
$124B
| $1.42B | 0.48% |
6,022,364
-351,665
|
|
||
65
Ryanair
RYAAY
$33.2B
| $1.42B | 0.48% |
24,120,294
-2,809,535
|
|
||
66
Marriott International
MAR
$101B
| $1.4B | 0.47% |
4,266,493
-466,271
|
|
||
67
KKR & Co
KKR
$82.2B
| $1.33B | 0.45% |
14,350,033
-4,302,927
|
|
||
68
AbbVie
ABBV
$415B
| $1.23B | 0.41% |
5,610,330
-953,928
|
|
||
69
NextEra Energy
NEE
$183B
| $1.23B | 0.41% |
13,192,071
+6,696,568
|
|
||
70
Wells Fargo
WFC
$258B
| $1.21B | 0.41% |
15,105,182
-2,069,714
|
|
||
71
PACCAR
PCAR
$61.6B
| $1.19B | 0.4% |
10,316,053
-682,158
|
|
||
72
Check Point Software Technologies
CHKP
$13B
| $1.18B | 0.4% |
7,942,280
+5,051
|
|
||
73
LPL Financial
LPLA
$22.6B
| $1.17B | 0.39% |
3,869,359
+149,912
|
|
||
74
PepsiCo
PEP
$194B
| $1.15B | 0.39% |
7,276,739
-424,623
|
|
||
75
Caterpillar
CAT
$458B
| $1.13B | 0.38% |
1,583,565
-252,359
|
|