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 |
Apple
AAPL
|
+$804M |
| 2 |
Willis Towers Watson
WTW
|
+$455M |
| 3 |
PACCAR
PCAR
|
+$441M |
| 4 |
KKR & Co
KKR
|
+$362M |
| 5 |
Progressive
PGR
|
+$355M |
Top Sells
| 1 |
PRAH
PRA Health Sciences, Inc.
PRAH
|
+$536M |
| 2 |
Goldman Sachs
GS
|
+$308M |
| 3 |
Charter Communications
CHTR
|
+$299M |
| 4 |
Danaher
DHR
|
+$276M |
| 5 |
Global Payments
GPN
|
+$272M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 19.04% |
| 3 | Healthcare | 15.31% |
| 4 | Industrials | 12.8% |
| 5 | Communication Services | 8.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Federal Realty Investment Trust
FRT
$8.78B
| $4.04M | ﹤0.01% |
+34,256
| New | +$4.04M |
|
727
United Therapeutics
UTHR
$17.8B
| $3.96M | ﹤0.01% |
21,477
-450
| -2% | -$83.1K |
|
728
Sprout Social
SPT
$912M
| $3.96M | ﹤0.01% |
32,492
+11,609
| +56% | +$1.42M |
|
729
Forrester Research
FORR
$190M
| $3.89M | ﹤0.01% |
78,956
-1,034
| -1% | -$50.9K |
|
730
Fomento Económico Mexicano
FMX
$30.1B
| $3.79M | ﹤0.01% |
43,683
+11,754
| +37% | +$1.02M |
|
731
United Microelectronic
UMC
$17.3B
| $3.65M | ﹤0.01% |
+318,902
| New | +$3.65M |
|
732
Compañía de Minas Buenaventura
BVN
$5.08B
| $3.52M | ﹤0.01% |
520,490
+19,118
| +4% | +$129K |
|
733
CBRE Group
CBRE
$48.7B
| $3.46M | ﹤0.01% |
35,570
-19,241
| -35% | -$1.87M |
|
734
Integer Holdings
ITGR
$3.72B
| $3.38M | ﹤0.01% |
37,877
-498
| -1% | -$44.5K |
|
735
RE/MAX Holdings
RMAX
$194M
| $3.28M | ﹤0.01% |
105,328
-1,382
| -1% | -$43.1K |
|
736
iShares MSCI India ETF
INDA
$9.34B
| $3.22M | ﹤0.01% |
66,221
-125,155
| -65% | -$6.09M |
|
737
MongoDB
MDB
$26.3B
| $3.14M | ﹤0.01% |
6,657
+31
| +0.5% | +$14.6K |
|
738
Ford
F
$46.5B
| $3.12M | ﹤0.01% |
+220,478
| New | +$3.12M |
|
739
Tyson Foods
TSN
$19.9B
| $3.11M | ﹤0.01% |
39,411
-3,659
| -8% | -$289K |
|
740
Pentair
PNR
$18.1B
| $3.06M | ﹤0.01% |
42,187
+156
| +0.4% | +$11.3K |
|
741
Prothena Corp
PRTA
$457M
| $3.04M | ﹤0.01% |
42,706
-562
| -1% | -$40K |
|
742
Blend Labs
BLND
$1.13B
| $3.04M | ﹤0.01% |
+225,126
| New | +$3.04M |
|
743
VeriSign
VRSN
$26.4B
| $3M | ﹤0.01% |
14,612
-7,726
| -35% | -$1.58M |
|
744
First Bancorp
FBP
$3.51B
| $2.91M | ﹤0.01% |
+221,188
| New | +$2.91M |
|
745
Genco Shipping & Trading
GNK
$776M
| $2.83M | ﹤0.01% |
140,582
+47,483
| +51% | +$956K |
|
746
Expeditors International
EXPD
$16.5B
| $2.83M | ﹤0.01% |
23,727
+825
| +4% | +$98.3K |
|
747
BP
BP
$87.3B
| $2.81M | ﹤0.01% |
102,746
-71,839
| -41% | -$1.96M |
|
748
Mine Safety
MSA
$6.67B
| $2.74M | ﹤0.01% |
18,776
+60
| +0.3% | +$8.74K |
|
749
MRC Global
MRC
$1.26B
| $2.73M | ﹤0.01% |
371,994
-4,883
| -1% | -$35.8K |
|
750
Jabil
JBL
$22.4B
| $2.72M | ﹤0.01% |
46,572
-611
| -1% | -$35.7K |
|