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 |
Comcast
CMCSA
|
+$421M |
| 2 |
Microsoft
MSFT
|
+$328M |
| 3 |
PPG Industries
PPG
|
+$311M |
| 4 |
Analog Devices
ADI
|
+$307M |
| 5 |
Kimberly-Clark
KMB
|
+$249M |
Top Sells
| 1 |
MON
Monsanto Co
MON
|
+$1.02B |
| 2 |
TWX
Time Warner Inc
TWX
|
+$999M |
| 3 |
Nike
NKE
|
+$446M |
| 4 |
Urban Outfitters
URBN
|
+$263M |
| 5 |
Broadcom
AVGO
|
+$239M |
Sector Composition
| 1 | Financials | 21.1% |
| 2 | Technology | 17.16% |
| 3 | Healthcare | 14.69% |
| 4 | Industrials | 13.06% |
| 5 | Communication Services | 8.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Universal Insurance Holdings
UVE
$704M
| $1.64M | ﹤0.01% |
46,723
+6,398
| +16% | +$225K |
|
|
ACOR
727
DELISTED
Acorda Therapeutics, Inc.
ACOR
| $1.64M | ﹤0.01% |
475
+65
| +16% | +$224K |
|
728
Jabil
JBL
$22.4B
| $1.62M | ﹤0.01% |
58,712
+8,000
| +16% | +$221K |
|
|
AHT
729
Ashford Hospitality Trust
AHT
$37.9M
| $1.62M | ﹤0.01% |
202
+28
| +16% | +$224K |
|
730
Emergent Biosolutions
EBS
$403M
| $1.62M | ﹤0.01% |
32,044
+4,388
| +16% | +$222K |
|
731
AngioDynamics
ANGO
$443M
| $1.6M | ﹤0.01% |
71,979
+9,860
| +16% | +$219K |
|
|
TXNM
732
TXNM Energy, Inc.
TXNM
$5.98B
| $1.55M | ﹤0.01% |
39,917
+5,467
| +16% | +$213K |
|
733
Bloomin' Brands
BLMN
$589M
| $1.53M | ﹤0.01% |
76,168
+10,432
| +16% | +$210K |
|
734
Brinker International
EAT
$7.04B
| $1.51M | ﹤0.01% |
31,648
-10,248
| -24% | -$488K |
|
735
Boise Cascade
BCC
$3.32B
| $1.5M | ﹤0.01% |
33,475
+4,585
| +16% | +$205K |
|
|
TRTN
736
DELISTED
Triton International Limited
TRTN
| $1.49M | ﹤0.01% |
48,565
+11,643
| +32% | +$357K |
|
|
GCI
737
DELISTED
Gannett Co., Inc
GCI
| $1.49M | ﹤0.01% |
138,787
+19,009
| +16% | +$203K |
|
738
Banco Macro
BMA
$3.77B
| $1.48M | ﹤0.01% |
25,096
+8,349
| +50% | +$491K |
|
739
Herc Holdings
HRI
$4.59B
| $1.48M | ﹤0.01% |
+26,178
| New | +$1.48M |
|
740
Amneal Pharmaceuticals
AMRX
$3.02B
| $1.48M | ﹤0.01% |
+89,933
| New | +$1.48M |
|
741
Warrior Met Coal
HCC
$3.05B
| $1.46M | ﹤0.01% |
+53,056
| New | +$1.46M |
|
742
Civitas Resources
CIVI
$3.11B
| $1.45M | ﹤0.01% |
+38,272
| New | +$1.45M |
|
743
Popular Inc
BPOP
$8.48B
| $1.42M | ﹤0.01% |
31,453
-35,702
| -53% | -$1.61M |
|
744
Banco Santander Chile
BSAC
$11.9B
| $1.4M | ﹤0.01% |
44,666
-2,462
| -5% | -$77.4K |
|
745
Essent Group
ESNT
$6.29B
| $1.39M | ﹤0.01% |
38,913
-28,484
| -42% | -$1.02M |
|
746
PBF Energy
PBF
$3.29B
| $1.38M | ﹤0.01% |
32,946
+4,512
| +16% | +$189K |
|
|
REGI
747
DELISTED
Renewable Energy Group, Inc.
REGI
| $1.37M | ﹤0.01% |
76,563
+39,068
| +104% | +$698K |
|
748
Goodyear
GT
$2.46B
| $1.36M | ﹤0.01% |
58,538
-1,475,186
| -96% | -$34.3M |
|
749
KRONOS Worldwide
KRO
$741M
| $1.35M | ﹤0.01% |
60,082
+8,229
| +16% | +$185K |
|
750
The Greenbrier Companies
GBX
$1.46B
| $1.34M | ﹤0.01% |
25,486
+3,491
| +16% | +$184K |
|