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 |
Willis Towers Watson
WTW
|
+$462M |
| 2 |
Advanced Micro Devices
AMD
|
+$382M |
| 3 |
Prologis
PLD
|
+$325M |
| 4 |
Corteva
CTVA
|
+$323M |
| 5 |
Exelon
EXC
|
+$297M |
Top Sells
| 1 |
Thermo Fisher Scientific
TMO
|
+$668M |
| 2 |
Danaher
DHR
|
+$639M |
| 3 |
PPG Industries
PPG
|
+$501M |
| 4 |
UBS Group
UBS
|
+$432M |
| 5 |
Equifax
EFX
|
+$412M |
Sector Composition
| 1 | Technology | 20.07% |
| 2 | Financials | 18.5% |
| 3 | Healthcare | 14.93% |
| 4 | Industrials | 13.39% |
| 5 | Consumer Discretionary | 6.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Photronics
PLAB
$1.36B
| $1.55M | ﹤0.01% |
93,374
-2,638
| -3% | -$43.7K |
|
727
Woodside Energy
WDS
$31B
| $1.53M | ﹤0.01% |
68,196
-12,792
| -16% | -$287K |
|
728
Forrester Research
FORR
$190M
| $1.47M | ﹤0.01% |
45,463
-54,268
| -54% | -$1.76M |
|
729
Idacorp
IDA
$6.68B
| $1.44M | ﹤0.01% |
13,307
+11,407
| +600% | +$1.24M |
|
730
Catalyst Pharmaceutical
CPRX
$2.46B
| $1.4M | ﹤0.01% |
+84,557
| New | +$1.4M |
|
731
Preferred Bank
PFBC
$1.18B
| $1.39M | ﹤0.01% |
25,285
-714
| -3% | -$39.1K |
|
732
TripAdvisor
TRIP
$2.02B
| $1.38M | ﹤0.01% |
69,536
-1,344
| -2% | -$26.7K |
|
733
Terex
TEX
$3.46B
| $1.37M | ﹤0.01% |
+28,332
| New | +$1.37M |
|
734
Canadian Imperial Bank of Commerce
CM
$72.6B
| $1.36M | ﹤0.01% |
32,167
+1,414
| +5% | +$60K |
|
735
Allison Transmission
ALSN
$7.52B
| $1.36M | ﹤0.01% |
30,056
-3,406
| -10% | -$154K |
|
736
Fomento Económico Mexicano
FMX
$30.1B
| $1.34M | ﹤0.01% |
14,124
-406
| -3% | -$38.6K |
|
737
A-Mark Precious Metals
AMRK
$605M
| $1.34M | ﹤0.01% |
+38,648
| New | +$1.34M |
|
738
Rimini Street
RMNI
$425M
| $1.32M | ﹤0.01% |
320,305
-9,053
| -3% | -$37.3K |
|
739
National Grid
NGG
$69.9B
| $1.28M | ﹤0.01% |
19,695
+1,090
| +6% | +$70.8K |
|
740
Bristol-Myers Squibb
BMY
$95.1B
| $1.27M | ﹤0.01% |
18,375
+1,591
| +9% | +$110K |
|
741
Tanger
SKT
$3.93B
| $1.25M | ﹤0.01% |
+63,702
| New | +$1.25M |
|
742
DiamondRock Hospitality
DRH
$1.73B
| $1.21M | ﹤0.01% |
149,242
-4,220
| -3% | -$34.3K |
|
743
Southwest Airlines
LUV
$16.7B
| $1.21M | ﹤0.01% |
37,157
-23,288
| -39% | -$758K |
|
744
Cracker Barrel
CBRL
$1.13B
| $1.2M | ﹤0.01% |
10,577
-67,189
| -86% | -$7.63M |
|
745
TC Energy
TRP
$53.9B
| $1.16M | ﹤0.01% |
29,867
-539,742
| -95% | -$21M |
|
|
ITOS
746
DELISTED
iTeos Therapeutics
ITOS
| $1.13M | ﹤0.01% |
83,154
-40,708
| -33% | -$554K |
|
747
Arcus Biosciences
RCUS
$1.22B
| $1.13M | ﹤0.01% |
+61,775
| New | +$1.13M |
|
748
Apple Hospitality REIT
APLE
$3.04B
| $1.12M | ﹤0.01% |
72,160
-1,395
| -2% | -$21.7K |
|
749
Kennametal
KMT
$1.63B
| $1.11M | ﹤0.01% |
40,205
-777
| -2% | -$21.4K |
|
750
Dynavax Technologies
DVAX
$1.14B
| $1.09M | ﹤0.01% |
111,344
+91,133
| +451% | +$894K |
|