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 |
Boeing
BA
|
+$1.35B |
| 2 |
Flutter Entertainment
FLUT
|
+$828M |
| 3 |
Mondelez International
MDLZ
|
+$595M |
| 4 |
KKR & Co
KKR
|
+$552M |
| 5 |
Salesforce
CRM
|
+$548M |
Top Sells
| 1 |
Charter Communications
CHTR
|
+$979M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$744M |
| 3 |
Accenture
ACN
|
+$735M |
| 4 |
Boston Scientific
BSX
|
+$724M |
| 5 |
Eaton
ETN
|
+$527M |
Sector Composition
| 1 | Technology | 22.22% |
| 2 | Financials | 19.01% |
| 3 | Healthcare | 13.21% |
| 4 | Industrials | 12.84% |
| 5 | Consumer Discretionary | 6.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
World Kinect Corp
WKC
$1.47B
| $2.18M | ﹤0.01% |
82,569
-185
| -0.2% | -$4.89K |
|
727
Cirrus Logic
CRUS
$6.03B
| $2.15M | ﹤0.01% |
23,240
+493
| +2% | +$45.6K |
|
728
Health Catalyst
HCAT
$238M
| $2.12M | ﹤0.01% |
281,550
+28,182
| +11% | +$212K |
|
729
Amalgamated Financial
AMAL
$871M
| $2.11M | ﹤0.01% |
+87,760
| New | +$2.11M |
|
|
CNR
730
Core Natural Resources, Inc.
CNR
$3.76B
| $2.07M | ﹤0.01% |
24,740
-55
| -0.2% | -$4.61K |
|
731
Navient
NAVI
$1.35B
| $2.05M | ﹤0.01% |
117,929
-262
| -0.2% | -$4.56K |
|
732
Incyte
INCY
$16.9B
| $2.05M | ﹤0.01% |
36,010
-2,426
| -6% | -$138K |
|
733
Abercrombie & Fitch
ANF
$4.49B
| $2.02M | ﹤0.01% |
16,132
+342
| +2% | +$42.9K |
|
734
Innovative Industrial Properties
IIPR
$1.59B
| $2M | ﹤0.01% |
+19,280
| New | +$2M |
|
735
Brighthouse Financial
BHF
$2.48B
| $1.87M | ﹤0.01% |
36,351
+12,164
| +50% | +$627K |
|
736
Reynolds Consumer Products
REYN
$4.83B
| $1.86M | ﹤0.01% |
+65,021
| New | +$1.86M |
|
737
Methode Electronics
MEI
$255M
| $1.83M | ﹤0.01% |
150,288
-663,932
| -82% | -$8.09M |
|
738
G-III Apparel Group
GIII
$1.17B
| $1.83M | ﹤0.01% |
+62,945
| New | +$1.83M |
|
739
BioAtla
BCAB
$35.9M
| $1.81M | ﹤0.01% |
526,462
-2,694
| -0.5% | -$9.27K |
|
740
Open Text
OTEX
$8.59B
| $1.78M | ﹤0.01% |
45,954
+39,076
| +568% | +$1.52M |
|
741
Yext
YEXT
$1.08B
| $1.74M | ﹤0.01% |
289,127
-640
| -0.2% | -$3.86K |
|
742
LiveRamp
RAMP
$1.81B
| $1.74M | ﹤0.01% |
50,349
-18,902
| -27% | -$652K |
|
743
ZipRecruiter
ZIP
$436M
| $1.7M | ﹤0.01% |
148,225
-327
| -0.2% | -$3.76K |
|
744
Nurix Therapeutics
NRIX
$742M
| $1.66M | ﹤0.01% |
112,779
-29,367
| -21% | -$432K |
|
745
ZimVie
ZIMV
$533M
| $1.63M | ﹤0.01% |
98,990
-215
| -0.2% | -$3.55K |
|
746
Copa Holdings
CPA
$4.73B
| $1.59M | ﹤0.01% |
15,270
-9,462
| -38% | -$986K |
|
747
Taylor Morrison
TMHC
$7.11B
| $1.59M | ﹤0.01% |
25,574
-19,486
| -43% | -$1.21M |
|
748
Outset Medical
OM
$245M
| $1.56M | ﹤0.01% |
46,946
-225
| -0.5% | -$7.49K |
|
749
Energy Transfer Partners
ET
$58.9B
| $1.55M | ﹤0.01% |
98,256
-854
| -0.9% | -$13.4K |
|
750
Simon Property Group
SPG
$59.6B
| $1.54M | ﹤0.01% |
9,834
-678
| -6% | -$106K |
|