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 |
Microsoft
MSFT
|
$511M |
| 2 |
Lowe's Companies
LOW
|
$397M |
| 3 |
Amazon
AMZN
|
$329M |
| 4 |
Match Group
MTCH
|
$276M |
| 5 |
Goldman Sachs
GS
|
$276M |
Top Sells
| 1 |
FirstEnergy
FE
|
$742M |
| 2 |
Fiserv
FI
|
$467M |
| 3 |
Qiagen
QGEN
|
$391M |
| 4 |
Fidelity National Information Services
FIS
|
$378M |
| 5 |
Accenture
ACN
|
$370M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 16.55% |
| 3 | Healthcare | 16.09% |
| 4 | Industrials | 13.18% |
| 5 | Communication Services | 8.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
British American Tobacco
BTI
$123B
| $1.79M | ﹤0.01% |
49,608
+1,840
| +4% | +$66.5K |
|
727
Amgen
AMGN
$150B
| $1.79M | ﹤0.01% |
7,039
+4,128
| +142% | +$1.05M |
|
728
MDU Resources
MDU
$3.28B
| $1.76M | ﹤0.01% |
+205,825
| New | +$1.76M |
|
729
Dover
DOV
$24.4B
| $1.75M | ﹤0.01% |
16,130
-926
| -5% | -$100K |
|
730
Flowers Foods
FLO
$3.13B
| $1.74M | ﹤0.01% |
71,430
| – | – |
|
731
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30B
| $1.74M | ﹤0.01% |
12,900
| – | – |
|
732
CytomX Therapeutics
CTMX
$361M
| $1.72M | ﹤0.01% |
258,535
+54,800
| +27% | +$364K |
|
|
TPC
733
Tutor Perini Corporation
TPC
$3.28B
| $1.71M | ﹤0.01% |
154,006
+119,948
| +352% | +$1.33M |
|
734
Federated Hermes
FHI
$4.07B
| $1.71M | ﹤0.01% |
+79,306
| New | +$1.71M |
|
735
Camping World
CWH
$1.11B
| $1.69M | ﹤0.01% |
+56,790
| New | +$1.69M |
|
736
Ameriprise Financial
AMP
$46.4B
| $1.67M | ﹤0.01% |
10,846
+3,326
| +44% | +$512K |
|
737
Sanmina
SANM
$6.42B
| $1.61M | ﹤0.01% |
59,350
-2,325
| -4% | -$62.9K |
|
738
Rockwell Automation
ROK
$38.9B
| $1.6M | ﹤0.01% |
7,251
+1,235
| +21% | +$273K |
|
739
Weyerhaeuser
WY
$18.6B
| $1.59M | ﹤0.01% |
+55,640
| New | +$1.59M |
|
740
CarParts.com
PRTS
$60.1M
| $1.57M | ﹤0.01% |
+145,025
| New | +$1.57M |
|
741
Progressive
PGR
$144B
| $1.57M | ﹤0.01% |
16,536
| – | – |
|
742
RE/MAX Holdings
RMAX
$195M
| $1.56M | ﹤0.01% |
+47,798
| New | +$1.56M |
|
743
OneMain Financial
OMF
$7.25B
| $1.55M | ﹤0.01% |
49,589
-1,943
| -4% | -$60.7K |
|
744
Timken Company
TKR
$5.36B
| $1.53M | ﹤0.01% |
28,244
-2,068
| -7% | -$112K |
|
745
iShares Core S&P 500 ETF
IVV
$665B
| $1.53M | ﹤0.01% |
+4,551
| New | +$1.53M |
|
746
Schlumberger
SLB
$53.3B
| $1.51M | ﹤0.01% |
97,203
-24,942
| -20% | -$388K |
|
747
iShares MSCI Indonesia ETF
EIDO
$324M
| $1.5M | ﹤0.01% |
+86,915
| New | +$1.5M |
|
748
Mersana Therapeutics
MRSN
$35.3M
| $1.49M | ﹤0.01% |
+3,195
| New | +$1.49M |
|
749
Hologic
HOLX
$14.7B
| $1.49M | ﹤0.01% |
+22,337
| New | +$1.49M |
|
750
Loews
L
$19.9B
| $1.48M | ﹤0.01% |
42,472
+338
| +0.8% | +$11.7K |
|