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 |
Boston Scientific
BSX
|
+$527M |
| 2 |
Merck
MRK
|
+$516M |
| 3 |
ConocoPhillips
COP
|
+$462M |
| 4 |
Masco
MAS
|
+$397M |
| 5 |
NXP Semiconductors
NXPI
|
+$348M |
Top Sells
| 1 |
Wells Fargo
WFC
|
+$636M |
| 2 |
Bank of New York Mellon
BK
|
+$447M |
| 3 |
RTX Corp
RTX
|
+$428M |
| 4 |
Pfizer
PFE
|
+$412M |
| 5 |
3M
MMM
|
+$411M |
Sector Composition
| 1 | Technology | 19.84% |
| 2 | Financials | 18.12% |
| 3 | Healthcare | 16.64% |
| 4 | Industrials | 13.63% |
| 5 | Communication Services | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SCWX
726
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
| $1.17M | ﹤0.01% |
101,801
+16,113
| +19% | +$186K |
|
727
Western Digital
WDC
$32.4B
| $1.16M | ﹤0.01% |
36,943
-124,315
| -77% | -$3.91M |
|
|
VIA
728
DELISTED
Via Renewables, Inc. Class A Common Stock
VIA
| $1.16M | ﹤0.01% |
36,927
+5,844
| +19% | +$183K |
|
729
Manhattan Associates
MANH
$13.3B
| $1.12M | ﹤0.01% |
22,453
+2,719
| +14% | +$136K |
|
730
Atlassian
TEAM
$45.3B
| $1.09M | ﹤0.01% |
7,940
-30,493
| -79% | -$4.19M |
|
731
Regional Management Corp
RM
$424M
| $1.09M | ﹤0.01% |
79,744
+775
| +1% | +$10.6K |
|
732
Park-Ohio Holdings
PKOH
$305M
| $1.09M | ﹤0.01% |
57,391
+9,084
| +19% | +$172K |
|
733
Hubbell
HUBB
$23.2B
| $1.07M | ﹤0.01% |
+9,308
| New | +$1.07M |
|
734
Vanguard Value ETF
VTV
$143B
| $1.06M | ﹤0.01% |
+11,846
| New | +$1.06M |
|
735
Universal Insurance Holdings
UVE
$704M
| $1.04M | ﹤0.01% |
57,787
+9,146
| +19% | +$164K |
|
736
TechnipFMC
FTI
$16.1B
| $1.04M | ﹤0.01% |
206,475
-567,954
| -73% | -$2.85M |
|
737
ENI
E
$52.1B
| $1.03M | ﹤0.01% |
51,890
-19,567
| -27% | -$388K |
|
|
CURO
738
DELISTED
CURO Group Holdings Corp.
CURO
| $989K | ﹤0.01% |
186,569
+29,531
| +19% | +$157K |
|
739
Rockwell Automation
ROK
$38.8B
| $939K | ﹤0.01% |
6,224
+4,225
| +211% | +$637K |
|
740
Timken Company
TKR
$5.37B
| $905K | ﹤0.01% |
27,979
-9,205
| -25% | -$298K |
|
741
MacroGenics
MGNX
$111M
| $896K | ﹤0.01% |
153,996
+24,375
| +19% | +$142K |
|
742
Huntsman Corp
HUN
$1.95B
| $889K | ﹤0.01% |
61,581
+7,457
| +14% | +$108K |
|
743
Liberty Energy
LBRT
$1.64B
| $826K | ﹤0.01% |
306,955
+47,723
| +18% | +$128K |
|
744
Meritage Homes
MTH
$5.84B
| $825K | ﹤0.01% |
45,184
+5,472
| +14% | +$99.9K |
|
745
Taylor Morrison
TMHC
$7.11B
| $815K | ﹤0.01% |
74,080
+8,971
| +14% | +$98.7K |
|
746
Clorox
CLX
$15.4B
| $784K | ﹤0.01% |
+4,525
| New | +$784K |
|
747
MDU Resources
MDU
$3.29B
| $781K | ﹤0.01% |
95,557
+15,125
| +19% | +$124K |
|
748
Newmont
NEM
$83.2B
| $745K | ﹤0.01% |
+16,457
| New | +$745K |
|
749
Ameriprise Financial
AMP
$46.4B
| $711K | ﹤0.01% |
6,941
+841
| +14% | +$86.1K |
|
750
Darden Restaurants
DRI
$24.6B
| $708K | ﹤0.01% |
12,992
-73,828
| -85% | -$4.02M |
|