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 |
Honeywell
HON
|
+$3.13B |
| 2 |
Linde
LIN
|
+$2.34B |
| 3 |
Cigna
CI
|
+$275M |
| 4 |
Illinois Tool Works
ITW
|
+$242M |
| 5 |
Stanley Black & Decker
SWK
|
+$212M |
Top Sells
| 1 |
ESRX
Express Scripts Holding Company
ESRX
|
+$562M |
| 2 |
Thermo Fisher Scientific
TMO
|
+$473M |
| 3 |
Abbott
ABT
|
+$358M |
| 4 |
Accenture
ACN
|
+$313M |
| 5 |
Coty
COTY
|
+$282M |
Sector Composition
| 1 | Financials | 20.3% |
| 2 | Technology | 16.84% |
| 3 | Healthcare | 16.26% |
| 4 | Industrials | 13.27% |
| 5 | Communication Services | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
AngioDynamics
ANGO
$444M
| $1.57M | ﹤0.01% |
77,872
+6,061
| +8% | +$122K |
|
|
AMAG
727
DELISTED
AMAG Pharmaceuticals, Inc.
AMAG
| $1.55M | ﹤0.01% |
102,247
+7,959
| +8% | +$121K |
|
728
Regional Management Corp
RM
$409M
| $1.55M | ﹤0.01% |
64,425
+5,015
| +8% | +$121K |
|
729
Tenet Healthcare
THC
$16.8B
| $1.55M | ﹤0.01% |
90,189
+7,021
| +8% | +$120K |
|
730
Smith & Wesson
SWBI
$386M
| $1.54M | ﹤0.01% |
155,633
+12,116
| +8% | +$120K |
|
731
Vanda Pharmaceuticals
VNDA
$269M
| $1.54M | ﹤0.01% |
58,810
+4,587
| +8% | +$120K |
|
732
Omega Healthcare
OHI
$12.6B
| $1.53M | ﹤0.01% |
+43,502
| New | +$1.53M |
|
733
The GEO Group
GEO
$2.98B
| $1.51M | ﹤0.01% |
76,692
+9,949
| +15% | +$196K |
|
734
Chemed
CHE
$6.59B
| $1.5M | ﹤0.01% |
5,287
+286
| +6% | +$81K |
|
735
ENI
E
$52.8B
| $1.5M | ﹤0.01% |
47,548
-1,780
| -4% | -$56.1K |
|
736
Bloomin' Brands
BLMN
$578M
| $1.47M | ﹤0.01% |
82,406
+6,414
| +8% | +$115K |
|
737
Harmony Gold Mining
HMY
$9.59B
| $1.45M | ﹤0.01% |
811,734
+368,874
| +83% | +$660K |
|
|
ACOR
738
DELISTED
Acorda Therapeutics, Inc.
ACOR
| $1.45M | ﹤0.01% |
775
+60
| +8% | +$112K |
|
739
IBM
IBM
$238B
| $1.42M | ﹤0.01% |
13,042
-3,620
| -22% | -$393K |
|
740
Park Hotels & Resorts
PK
$2.36B
| $1.42M | ﹤0.01% |
54,484
+2,952
| +6% | +$76.7K |
|
741
Melco Resorts & Entertainment
MLCO
$3.81B
| $1.41M | ﹤0.01% |
80,133
-2,480
| -3% | -$43.7K |
|
742
Warrior Met Coal
HCC
$3.08B
| $1.38M | ﹤0.01% |
57,401
+4,467
| +8% | +$108K |
|
743
British American Tobacco
BTI
$123B
| $1.37M | ﹤0.01% |
43,051
-20,735
| -33% | -$661K |
|
|
WAGE
744
DELISTED
WageWorks, Inc.
WAGE
| $1.35M | ﹤0.01% |
+49,835
| New | +$1.35M |
|
745
Phibro Animal Health
PAHC
$1.66B
| $1.35M | ﹤0.01% |
41,999
+11,951
| +40% | +$384K |
|
746
Pilgrim's Pride
PPC
$10.2B
| $1.34M | ﹤0.01% |
86,260
-5,253
| -6% | -$81.5K |
|
747
SpartanNash
SPTN
$901M
| $1.32M | ﹤0.01% |
77,050
+17,929
| +30% | +$308K |
|
748
Enova International
ENVA
$2.9B
| $1.32M | ﹤0.01% |
67,655
+5,265
| +8% | +$102K |
|
749
Quanta Services
PWR
$57.8B
| $1.31M | ﹤0.01% |
43,557
+3,392
| +8% | +$102K |
|
|
CAI
750
DELISTED
CAI International, Inc.
CAI
| $1.3M | ﹤0.01% |
55,830
+4,344
| +8% | +$101K |
|