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 | $567M | |
| 2 | $383M | |
| 3 | $351M | |
| 4 | $345M | |
| 5 | $306M |
Top Sells
| 1 | $1.38B | |
| 2 | $891M | |
| 3 | $795M | |
| 4 | $790M | |
| 5 | $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 | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $3.03M | 0% | 81,833 -40,249 | -33% | -$1.49M | |||
| $2.83M | 0% | 38,496 +7,737 | +25% | +$569K | |||
| $2.83M | 0% | 11,160 -1,318 | -11% | -$334K | |||
| $2.79M | 0% | 991,567 -22,589 | -2% | -$63.5K | |||
| $2.68M | 0% | 282,358 -13,706 | -5% | -$130K | |||
| $2.68M | 0% | 133,280 +47,562 | +55% | +$956K | |||
| $2.66M | 0% | 24,491 -345 | -1% | -$37.5K | |||
| $2.64M | 0% | 49,384 -1,124 | -2% | -$60.2K | |||
| $2.52M | 0% | 18,320 +12,140 | +196% | +$1.67M | |||
| $2.5M | 0% | 67,629 -1,541 | -2% | -$57.1K | |||
| $2.47M | 0% | 230,166 -5,244 | -2% | -$56.2K | |||
| $2.42M | 0% | 84,171 -1,918 | -2% | -$55.1K | |||
| $2.39M | 0% | 14,451 +7,550 | +109% | +$1.25M | |||
| $2.36M | 0% | 20,803 | New | +$2.36M | |||
| $2.35M | 0% | 29,910 -16,025 | -35% | -$1.26M | |||
| $2.31M | 0% | 70,125 -986 | -1% | -$32.5K | |||
| $2.3M | 0% | 587,251 +285,110 | +94% | +$1.12M | |||
| $2.3M | 0% | 37,683 | New | +$2.3M | |||
| $2.25M | 0% | 79,193 -1,802 | -2% | -$51.1K | |||
| $2.24M | 0% | 46,791 +18,579 | +66% | +$888K | |||
| $2.22M | 0% | 44,364 +18,266 | +70% | +$915K | |||
| $2.2M | 0% | 320,623 -136,394 | -30% | -$936K | |||
| $2.19M | 0% | 275,529 -6,277 | -2% | -$50K | |||
| $2.18M | 0% | 72,796 +18,422 | +34% | +$552K | |||
| $2.17M | 0% | 182,569 -4,159 | -2% | -$49.4K |
