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 |
Flutter Entertainment
FLUT
|
$849M |
| 2 |
Intuitive Surgical
ISRG
|
$559M |
| 3 |
CDW
CDW
|
$416M |
| 4 |
Philip Morris
PM
|
$408M |
| 5 |
PACCAR
PCAR
|
$325M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$1.92B |
| 2 |
TSMC
TSM
|
$789M |
| 3 |
Microsoft
MSFT
|
$708M |
| 4 |
JPMorgan Chase
JPM
|
$636M |
| 5 |
Eli Lilly
LLY
|
$561M |
Sector Composition
| 1 | Technology | 21.52% |
| 2 | Financials | 19.51% |
| 3 | Healthcare | 12.79% |
| 4 | Industrials | 12.46% |
| 5 | Consumer Discretionary | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Hologic
HOLX
$14.7B
| $2.3M | ﹤0.01% |
28,279
-100
| -0.4% | -$8.15K |
|
727
AstraZeneca
AZN
$252B
| $2.23M | ﹤0.01% |
28,601
+1,272
| +5% | +$99.1K |
|
728
Watts Water Technologies
WTS
$9.44B
| $2.2M | ﹤0.01% |
10,607
-67,274
| -86% | -$13.9M |
|
729
Reynolds Consumer Products
REYN
$4.86B
| $2.18M | ﹤0.01% |
70,255
+12,798
| +22% | +$398K |
|
730
Molson Coors Class B
TAP
$9.82B
| $2.15M | ﹤0.01% |
+37,407
| New | +$2.15M |
|
731
Bank OZK
OZK
$5.91B
| $2.15M | ﹤0.01% |
49,932
-1,210
| -2% | -$52K |
|
732
EverQuote
EVER
$870M
| $2.13M | ﹤0.01% |
100,824
-2,442
| -2% | -$51.5K |
|
|
OPTN
733
DELISTED
OptiNose
OPTN
| $2.06M | ﹤0.01% |
205,043
+10,356
| +5% | +$104K |
|
734
Yext
YEXT
$1.08B
| $2.02M | ﹤0.01% |
292,092
-7,075
| -2% | -$49K |
|
735
DocuSign
DOCU
$16.4B
| $2.01M | ﹤0.01% |
32,391
+447
| +1% | +$27.8K |
|
736
West Fraser Timber
WFG
$6.02B
| $2.01M | ﹤0.01% |
20,594
-659
| -3% | -$64.2K |
|
737
General Motors
GM
$55.1B
| $2M | ﹤0.01% |
+44,558
| New | +$2M |
|
738
Tri Pointe Homes
TPH
$3.24B
| $1.99M | ﹤0.01% |
43,849
+35,162
| +405% | +$1.59M |
|
739
Huazhu Hotels Group
HTHT
$11.6B
| $1.92M | ﹤0.01% |
+51,642
| New | +$1.92M |
|
740
Brighthouse Financial
BHF
$2.46B
| $1.9M | ﹤0.01% |
42,291
+2,259
| +6% | +$102K |
|
741
Navient
NAVI
$1.34B
| $1.86M | ﹤0.01% |
119,139
-2,885
| -2% | -$45K |
|
742
Martin Marietta Materials
MLM
$37.7B
| $1.84M | ﹤0.01% |
3,426
-605,713
| -99% | -$326M |
|
743
Berry Corp
BRY
$250M
| $1.84M | ﹤0.01% |
357,725
+91,642
| +34% | +$471K |
|
744
Methode Electronics
MEI
$256M
| $1.82M | ﹤0.01% |
151,830
-3,678
| -2% | -$44K |
|
745
Constellium
CSTM
$2B
| $1.78M | ﹤0.01% |
109,643
+75,221
| +219% | +$1.22M |
|
746
Bath & Body Works
BBWI
$5.89B
| $1.75M | ﹤0.01% |
54,709
+30,369
| +125% | +$969K |
|
747
Kiniksa Pharmaceuticals
KNSA
$2.7B
| $1.67M | ﹤0.01% |
66,816
-1,618
| -2% | -$40.4K |
|
748
PTC Therapeutics
PTCT
$4.52B
| $1.66M | ﹤0.01% |
+44,771
| New | +$1.66M |
|
749
Equity Bancshares
EQBK
$821M
| $1.66M | ﹤0.01% |
40,601
-984
| -2% | -$40.2K |
|
750
IDEX
IEX
$12.4B
| $1.63M | ﹤0.01% |
7,590
-17,704
| -70% | -$3.8M |
|