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 | +$889M | |
| 2 | +$731M | |
| 3 | +$612M | |
| 4 |
Wells Fargo
WFC
|
+$472M |
| 5 |
LPL Financial
LPLA
|
+$347M |
Top Sells
| 1 | +$1.05B | |
| 2 | +$948M | |
| 3 | +$578M | |
| 4 |
Canadian Pacific Kansas City
CP
|
+$515M |
| 5 |
Eli Lilly
LLY
|
+$482M |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Financials | 20.58% |
| 3 | Industrials | 13.15% |
| 4 | Healthcare | 11.03% |
| 5 | Consumer Discretionary | 7.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Charles Schwab
SCHW
$171B
| $1.68B | 0.53% |
18,405,261
-2,121,852
|
|
||
52
Ryanair
RYAAY
$32.1B
| $1.67B | 0.53% |
28,897,707
-426,807
|
|
||
53
Broadcom
AVGO
$1.66T
| $1.66B | 0.53% |
6,017,340
+3,224,739
|
|
||
54
Dominion Energy
D
$52.6B
| $1.65B | 0.52% |
29,238,667
-122,750
|
|
||
55
PNC Financial Services
PNC
$71.5B
| $1.65B | 0.52% |
8,864,015
-638,452
|
|
||
56
Philip Morris
PM
$246B
| $1.62B | 0.51% |
8,897,599
-121,029
|
|
||
57
AbbVie
ABBV
$400B
| $1.6B | 0.51% |
8,620,371
-229,875
|
|
||
58
Agilent Technologies
A
$39.6B
| $1.56B | 0.5% |
13,227,387
+1,273,994
|
|
||
59
Citigroup
C
$179B
| $1.5B | 0.48% |
17,611,924
-433,726
|
|
||
60
Lowe's Companies
LOW
$135B
| $1.49B | 0.47% |
6,718,891
-258,845
|
|
||
61
Becton Dickinson
BDX
$53.5B
| $1.47B | 0.47% |
8,514,446
+1,670,590
|
|
||
62
Travelers Companies
TRV
$60.7B
| $1.46B | 0.46% |
5,474,134
-378,781
|
|
||
63
Texas Instruments
TXN
$159B
| $1.44B | 0.46% |
6,918,262
-547,624
|
|
||
64
Cadence Design Systems
CDNS
$88.3B
| $1.41B | 0.45% |
4,582,619
-276,898
|
|
||
65
Boston Scientific
BSX
$145B
| $1.38B | 0.44% |
12,859,158
-3,662,461
|
|
||
66
PepsiCo
PEP
$207B
| $1.37B | 0.43% |
10,377,126
-501,592
|
|
||
67
Take-Two Interactive
TTWO
$48.2B
| $1.34B | 0.43% |
5,525,176
+166,867
|
|
||
|
68
Wells Fargo
WFC
$277B
| $1.33B | 0.42% |
16,635,681
+5,894,747
|
|
||
69
Agnico Eagle Mines
AEM
$89.8B
| $1.32B | 0.42% |
11,109,908
-2,331,290
|
|
||
70
Verisk Analytics
VRSK
$34.1B
| $1.3B | 0.41% |
4,186,042
-231,447
|
|
||
71
Xcel Energy
XEL
$48.4B
| $1.27B | 0.4% |
18,719,520
+1,746,066
|
|
||
72
Steris
STE
$23.3B
| $1.26B | 0.4% |
5,250,844
-188,505
|
|
||
73
Marriott International
MAR
$72.3B
| $1.25B | 0.4% |
4,590,815
-218,285
|
|
||
74
Canadian National Railway
CNI
$60.6B
| $1.23B | 0.39% |
11,823,661
-298,256
|
|
||
75
Guidewire Software
GWRE
$20.2B
| $1.2B | 0.38% |
5,083,897
-73,298
|
|