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 |
Broadcom
AVGO
|
+$889M |
| 2 |
Mastercard
MA
|
+$731M |
| 3 |
Nasdaq
NDAQ
|
+$612M |
| 4 |
Wells Fargo
WFC
|
+$472M |
| 5 |
LPL Financial
LPLA
|
+$347M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$1.05B |
| 2 |
Visa
V
|
+$948M |
| 3 |
Salesforce
CRM
|
+$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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Southwest Gas
SWX
$5.58B
| $3.75M | ﹤0.01% |
+50,433
| New | +$3.75M |
|
727
CarGurus
CARG
$3.57B
| $3.71M | ﹤0.01% |
110,973
+1,371
| +1% | +$45.9K |
|
728
Zurn Elkay Water Solutions
ZWS
$7.82B
| $3.68M | ﹤0.01% |
100,585
+30,460
| +43% | +$1.11M |
|
729
Bristol-Myers Squibb
BMY
$95.1B
| $3.65M | ﹤0.01% |
78,895
+41,212
| +109% | +$1.91M |
|
730
Coca-Cola Consolidated
COKE
$10.6B
| $3.53M | ﹤0.01% |
31,610
+7,020
| +29% | +$784K |
|
|
TPC
731
Tutor Perini Corporation
TPC
$3.26B
| $3.53M | ﹤0.01% |
75,400
-13,574
| -15% | -$635K |
|
732
REV Group
REVG
$3.03B
| $3.45M | ﹤0.01% |
72,586
-42,899
| -37% | -$2.04M |
|
733
Clear Secure
YOU
$3.33B
| $3.38M | ﹤0.01% |
121,841
+1,505
| +1% | +$41.8K |
|
734
Hims & Hers Health
HIMS
$11.2B
| $3.28M | ﹤0.01% |
65,879
+23,867
| +57% | +$1.19M |
|
735
PVH
PVH
$4.07B
| $3.27M | ﹤0.01% |
47,635
-265,622
| -85% | -$18.2M |
|
736
Interactive Brokers
IBKR
$27.2B
| $3.22M | ﹤0.01% |
58,092
+288
| +0.5% | +$16K |
|
737
Pinterest
PINS
$25.8B
| $3.09M | ﹤0.01% |
86,070
-846,018
| -91% | -$30.3M |
|
738
Cardinal Health
CAH
$35.9B
| $3.08M | ﹤0.01% |
18,320
| – | – |
|
739
Ecolab
ECL
$78.1B
| $2.98M | ﹤0.01% |
11,067
-93
| -0.8% | -$25.1K |
|
740
EverQuote
EVER
$866M
| $2.96M | ﹤0.01% |
122,613
+1,515
| +1% | +$36.6K |
|
741
Lyft
LYFT
$7.35B
| $2.91M | ﹤0.01% |
184,852
+2,283
| +1% | +$36K |
|
742
Constellium
CSTM
$2B
| $2.87M | ﹤0.01% |
215,962
+47,954
| +29% | +$638K |
|
743
New Oriental
EDU
$8.19B
| $2.8M | ﹤0.01% |
51,873
+5,082
| +11% | +$274K |
|
744
InterContinental Hotels
IHG
$19B
| $2.65M | ﹤0.01% |
22,944
-36,149
| -61% | -$4.17M |
|
745
NOV
NOV
$4.92B
| $2.63M | ﹤0.01% |
211,460
-25,083
| -11% | -$312K |
|
746
Bread Financial
BFH
$3.06B
| $2.57M | ﹤0.01% |
44,919
+555
| +1% | +$31.7K |
|
747
Weatherford International
WFRD
$4.44B
| $2.52M | ﹤0.01% |
50,001
+617
| +1% | +$31K |
|
748
Phibro Animal Health
PAHC
$1.6B
| $2.43M | ﹤0.01% |
95,227
+1,181
| +1% | +$30.2K |
|
749
Teladoc Health
TDOC
$1.39B
| $2.43M | ﹤0.01% |
278,975
+3,446
| +1% | +$30K |
|
750
Yext
YEXT
$1.08B
| $2.39M | ﹤0.01% |
280,780
+3,470
| +1% | +$29.5K |
|