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 |
Wells Fargo
WFC
|
+$567M |
| 2 |
Netflix
NFLX
|
+$383M |
| 3 |
CBRE Group
CBRE
|
+$351M |
| 4 |
PNC Financial Services
PNC
|
+$345M |
| 5 |
Starbucks
SBUX
|
+$306M |
Top Sells
| 1 |
Tesla
TSLA
|
+$1.38B |
| 2 |
JPMorgan Chase
JPM
|
+$891M |
| 3 |
NVIDIA
NVDA
|
+$795M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$790M |
| 5 |
Aon
AON
|
+$712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.42% |
| 3 | Industrials | 12.36% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Huazhu Hotels Group
HTHT
$11.4B
| $3.03M | ﹤0.01% |
81,833
-40,249
| -33% | -$1.49M |
|
727
AstraZeneca
AZN
$249B
| $2.83M | ﹤0.01% |
38,496
+7,737
| +25% | +$569K |
|
728
Ecolab
ECL
$77.4B
| $2.83M | ﹤0.01% |
11,160
-1,318
| -11% | -$334K |
|
729
Sabre
SABR
$734M
| $2.79M | ﹤0.01% |
991,567
-22,589
| -2% | -$63.5K |
|
730
Flywire
FLYW
$1.64B
| $2.68M | ﹤0.01% |
282,358
-13,706
| -5% | -$130K |
|
731
KE Holdings
BEKE
$23.6B
| $2.68M | ﹤0.01% |
133,280
+47,562
| +55% | +$956K |
|
732
Advanced Drainage Systems
WMS
$11B
| $2.66M | ﹤0.01% |
24,491
-345
| -1% | -$37.5K |
|
733
Weatherford International
WFRD
$4.54B
| $2.64M | ﹤0.01% |
49,384
-1,124
| -2% | -$60.2K |
|
734
Cardinal Health
CAH
$36.6B
| $2.52M | ﹤0.01% |
18,320
+12,140
| +196% | +$1.67M |
|
735
Yelp
YELP
$1.97B
| $2.5M | ﹤0.01% |
67,629
-1,541
| -2% | -$57.1K |
|
736
Rush Street Interactive
RSI
$2B
| $2.47M | ﹤0.01% |
230,166
-5,244
| -2% | -$56.2K |
|
737
Amalgamated Financial
AMAL
$859M
| $2.42M | ﹤0.01% |
84,171
-1,918
| -2% | -$55.1K |
|
738
Interactive Brokers
IBKR
$28.6B
| $2.39M | ﹤0.01% |
57,804
+30,200
| +109% | +$1.25M |
|
739
Sterling Infrastructure
STRL
$9.53B
| $2.36M | ﹤0.01% |
+20,803
| New | +$2.36M |
|
740
Performance Food Group
PFGC
$16.7B
| $2.35M | ﹤0.01% |
29,910
-16,025
| -35% | -$1.26M |
|
741
Zurn Elkay Water Solutions
ZWS
$7.83B
| $2.31M | ﹤0.01% |
70,125
-986
| -1% | -$32.5K |
|
742
Lumen
LUMN
$6.13B
| $2.3M | ﹤0.01% |
587,251
+285,110
| +94% | +$1.12M |
|
743
Bristol-Myers Squibb
BMY
$96.1B
| $2.3M | ﹤0.01% |
+37,683
| New | +$2.3M |
|
744
World Kinect Corp
WKC
$1.42B
| $2.25M | ﹤0.01% |
79,193
-1,802
| -2% | -$51.1K |
|
745
New Oriental
EDU
$8.74B
| $2.24M | ﹤0.01% |
46,791
+18,579
| +66% | +$888K |
|
746
Bread Financial
BFH
$2.93B
| $2.22M | ﹤0.01% |
44,364
+18,266
| +70% | +$915K |
|
747
Funko
FNKO
$183M
| $2.2M | ﹤0.01% |
320,623
-136,394
| -30% | -$936K |
|
748
Teladoc Health
TDOC
$1.35B
| $2.19M | ﹤0.01% |
275,529
-6,277
| -2% | -$50K |
|
749
SM Energy
SM
$3.14B
| $2.18M | ﹤0.01% |
72,796
+18,422
| +34% | +$552K |
|
750
Lyft
LYFT
$7.74B
| $2.17M | ﹤0.01% |
182,569
-4,159
| -2% | -$49.4K |
|