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
|
+$1.3B |
| 2 |
Progressive
PGR
|
+$794M |
| 3 |
Morgan Stanley
MS
|
+$701M |
| 4 |
Icon
ICLR
|
+$474M |
| 5 |
Fiserv
FI
|
+$462M |
Top Sells
| 1 |
Zimmer Biomet
ZBH
|
+$912M |
| 2 |
State Street
STT
|
+$775M |
| 3 |
Accenture
ACN
|
+$578M |
| 4 |
Alibaba
BABA
|
+$562M |
| 5 |
Goldman Sachs
GS
|
+$480M |
Sector Composition
| 1 | Technology | 21.43% |
| 2 | Financials | 18.37% |
| 3 | Healthcare | 14.91% |
| 4 | Industrials | 13.45% |
| 5 | Communication Services | 8.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Dropbox
DBX
$8.29B
| $2.83M | ﹤0.01% |
+106,126
| New | +$2.83M |
|
727
Loews
L
$19.9B
| $2.81M | ﹤0.01% |
54,833
-34,518
| -39% | -$1.77M |
|
728
MRC Global
MRC
$1.24B
| $2.77M | ﹤0.01% |
+307,128
| New | +$2.77M |
|
729
ENI
E
$53B
| $2.76M | ﹤0.01% |
111,654
+20,118
| +22% | +$497K |
|
730
Ameriprise Financial
AMP
$46.4B
| $2.75M | ﹤0.01% |
11,817
+1,534
| +15% | +$357K |
|
731
iShares MSCI India ETF
INDA
$9.38B
| $2.69M | ﹤0.01% |
63,662
-6,836
| -10% | -$288K |
|
732
Newmont
NEM
$86.2B
| $2.68M | ﹤0.01% |
44,391
-34,572
| -44% | -$2.08M |
|
733
COPT Defense Properties
CDP
$3.45B
| $2.67M | ﹤0.01% |
101,374
-2,388,008
| -96% | -$62.9M |
|
734
Expeditors International
EXPD
$16.5B
| $2.65M | ﹤0.01% |
24,579
-2,719
| -10% | -$293K |
|
735
Emergent Biosolutions
EBS
$425M
| $2.62M | ﹤0.01% |
28,202
-3,347
| -11% | -$311K |
|
|
BBBY
736
Bed Bath & Beyond, Inc.
BBBY
$592M
| $2.6M | ﹤0.01% |
39,272
+782
| +2% | +$51.8K |
|
737
Reliance Steel & Aluminium
RS
$15.4B
| $2.6M | ﹤0.01% |
17,087
+2,154
| +14% | +$328K |
|
738
iShares Core S&P 500 ETF
IVV
$670B
| $2.6M | ﹤0.01% |
6,533
+1,947
| +42% | +$775K |
|
739
Rush Enterprises Class A
RUSHA
$4.42B
| $2.59M | ﹤0.01% |
77,978
-9,241
| -11% | -$307K |
|
|
WBA
740
DELISTED
Walgreens Boots Alliance
WBA
| $2.59M | ﹤0.01% |
+47,107
| New | +$2.59M |
|
741
RE/MAX Holdings
RMAX
$187M
| $2.55M | ﹤0.01% |
64,837
-236
| -0.4% | -$9.3K |
|
742
Timken Company
TKR
$5.32B
| $2.5M | ﹤0.01% |
30,776
+3,996
| +15% | +$324K |
|
743
Travere Therapeutics
TVTX
$2.43B
| $2.47M | ﹤0.01% |
98,885
-11,719
| -11% | -$293K |
|
744
Watts Water Technologies
WTS
$9.29B
| $2.47M | ﹤0.01% |
20,751
+7,196
| +53% | +$855K |
|
745
Jabil
JBL
$23.2B
| $2.44M | ﹤0.01% |
46,779
-5,543
| -11% | -$289K |
|
746
Exxon Mobil
XOM
$480B
| $2.43M | ﹤0.01% |
43,479
-6,644
| -13% | -$371K |
|
|
CSOD
747
DELISTED
Cornerstone OnDemand, Inc.
CSOD
| $2.42M | ﹤0.01% |
+55,449
| New | +$2.42M |
|
748
Fomento Económico Mexicano
FMX
$30.1B
| $2.4M | ﹤0.01% |
31,901
-535
| -2% | -$40.3K |
|
749
Digital Turbine
APPS
$480M
| $2.39M | ﹤0.01% |
+29,702
| New | +$2.39M |
|
750
Ryder
R
$7.61B
| $2.31M | ﹤0.01% |
+30,558
| New | +$2.31M |
|