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 |
Alphabet (Google) Class A
GOOGL
|
$2.04B |
| 2 |
Comcast
CMCSA
|
$1.31B |
| 3 |
Zimmer Biomet
ZBH
|
$569M |
| 4 |
Cooper Companies
COO
|
$546M |
| 5 |
DD
Du Pont De Nemours E I
DD
|
$336M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$2B |
| 2 |
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
|
$1.32B |
| 3 |
McDonald's
MCD
|
$751M |
| 4 |
Accenture
ACN
|
$606M |
| 5 |
Walt Disney
DIS
|
$487M |
Sector Composition
| 1 | Financials | 18.79% |
| 2 | Healthcare | 17.89% |
| 3 | Technology | 13.53% |
| 4 | Industrials | 12.92% |
| 5 | Communication Services | 9.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
International Paper
IP
$25.7B
| $1.3M | ﹤0.01% |
36,519
| – | – |
|
727
Cathay General Bancorp
CATY
$3.43B
| $1.28M | ﹤0.01% |
40,893
-362
| -0.9% | -$11.3K |
|
|
ENIA
728
DELISTED
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
| $1.22M | ﹤0.01% |
185,548
-1,890,622
| -91% | -$12.4M |
|
|
ANFI
729
DELISTED
AMIRA NATURE FOODS LTD
ANFI
| $1.21M | ﹤0.01% |
132,735
-78,213
| -37% | -$712K |
|
|
HZN
730
DELISTED
Horizon Global Corporation
HZN
| $1.18M | ﹤0.01% |
114,130
+2,807
| +3% | +$29.1K |
|
|
SQI
731
DELISTED
SCIQUEST, INC. COMMON STOCK
SQI
| $1.09M | ﹤0.01% |
83,815
-741
| -0.9% | -$9.61K |
|
|
TXNM
732
TXNM Energy, Inc.
TXNM
$5.99B
| $1.07M | ﹤0.01% |
34,866
-310
| -0.9% | -$9.48K |
|
733
Petrobras
PBR
$78.7B
| $1.05M | ﹤0.01% |
244,411
-26,391
| -10% | -$113K |
|
734
Edwards Lifesciences
EW
$47.5B
| $1.03M | ﹤0.01% |
38,958
-834,858
| -96% | -$22M |
|
|
AFFX
735
DELISTED
AFFYMETRIX INC
AFFX
| $1.02M | ﹤0.01% |
100,861
-893
| -0.9% | -$9.01K |
|
|
DF
736
DELISTED
Dean Foods Company
DF
| $971K | ﹤0.01% |
56,647
-502
| -0.9% | -$8.61K |
|
737
Grupo Aeroportuario del Sureste
ASR
$10.2B
| $930K | ﹤0.01% |
6,609
-709
| -10% | -$99.8K |
|
738
PBF Energy
PBF
$3.3B
| $909K | ﹤0.01% |
24,689
+433
| +2% | +$15.9K |
|
739
Consolidated Edison
ED
$35.4B
| $906K | ﹤0.01% |
14,104
+1,088
| +8% | +$69.9K |
|
|
GIMO
740
DELISTED
Gigamon Inc.
GIMO
| $879K | ﹤0.01% |
33,072
-294
| -0.9% | -$7.81K |
|
741
Jabil
JBL
$22.5B
| $867K | ﹤0.01% |
37,207
-330
| -0.9% | -$7.69K |
|
742
Skywest
SKYW
$4.81B
| $863K | ﹤0.01% |
45,353
-401
| -0.9% | -$7.63K |
|
743
BCE
BCE
$23.1B
| $848K | ﹤0.01% |
21,948
-2,099
| -9% | -$81.1K |
|
744
Myriad Genetics
MYGN
$615M
| $786K | ﹤0.01% |
+18,212
| New | +$786K |
|
|
ACOR
745
DELISTED
Acorda Therapeutics, Inc.
ACOR
| $785K | ﹤0.01% |
+153
| New | +$785K |
|
746
Trinseo
TSE
$88.1M
| $775K | ﹤0.01% |
27,466
-9,782
| -26% | -$276K |
|
|
EXPR
747
DELISTED
Express, Inc.
EXPR
| $773K | ﹤0.01% |
2,236
-226
| -9% | -$78.1K |
|
|
PACW
748
DELISTED
PacWest Bancorp
PACW
| $771K | ﹤0.01% |
17,888
-158
| -0.9% | -$6.81K |
|
|
SCMP
749
DELISTED
Sucampo Pharmaceuticals, Inc.
SCMP
| $770K | ﹤0.01% |
44,551
-397
| -0.9% | -$6.86K |
|
750
Lloyds Banking Group
LYG
$64.5B
| $758K | ﹤0.01% |
173,902
+62,683
| +56% | +$273K |
|