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 | +$2.54B | |
| 2 | +$500M | |
| 3 | +$489M | |
| 4 |
Danaher
DHR
|
+$487M |
| 5 |
Monster Beverage
MNST
|
+$438M |
Top Sells
| 1 | +$1.9B | |
| 2 | +$1.65B | |
| 3 | +$1.63B | |
| 4 |
NVIDIA
NVDA
|
+$850M |
| 5 |
Mondelez International
MDLZ
|
+$738M |
Sector Composition
| 1 | Technology | 23.02% |
| 2 | Financials | 19.96% |
| 3 | Industrials | 12.58% |
| 4 | Healthcare | 11.72% |
| 5 | Consumer Discretionary | 7.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
751
Newmont
NEM
$130B
| $3.73M | ﹤0.01% |
+37,389
|
|
||
752
C.H. Robinson
CHRW
$22.5B
| $3.7M | ﹤0.01% |
+23,011
|
|
||
753
Clear Secure
YOU
$4.73B
| $3.64M | ﹤0.01% |
103,667
-3,431
|
|
||
754
Kemper
KMPR
$1.9B
| $3.52M | ﹤0.01% |
86,707
-2,867
|
|
||
755
InterContinental Hotels
IHG
$20.3B
| $3.47M | ﹤0.01% |
24,607
+751
|
|
||
756
Bread Financial
BFH
$3.24B
| $3.45M | ﹤0.01% |
46,539
-1,542
|
|
||
757
PTC Therapeutics
PTCT
$5.32B
| $3.39M | ﹤0.01% |
44,593
-1,477
|
|
||
758
New Oriental
EDU
$8.58B
| $3.18M | ﹤0.01% |
57,767
+95
|
|
||
759
Saia
SAIA
$11B
| $3.16M | ﹤0.01% |
9,690
+344
|
|
||
760
Indivior Pharmaceuticals
INDV
$4.02B
| $2.98M | ﹤0.01% |
+83,135
|
|
||
761
Sterling Infrastructure
STRL
$12.9B
| $2.85M | ﹤0.01% |
9,315
-8,396
|
|
||
762
Photronics
PLAB
$2.2B
| $2.71M | ﹤0.01% |
84,765
-11,795
|
|
||
|
JBS
763
JBS N.V.
JBS
$18.1B
| $2.65M | ﹤0.01% |
184,118
+84,658
|
|
||
764
Caledonia Mining Corp
CMCL
$566M
| $2.61M | ﹤0.01% |
+99,917
|
|
||
765
Oil States International
OIS
$747M
| $2.59M | ﹤0.01% |
382,561
-12,657
|
|
||
766
Sea Limited
SE
$52.3B
| $2.54M | ﹤0.01% |
19,879
-4,337
|
|
||
767
Garrett Motion
GTX
$3.71B
| $2.52M | ﹤0.01% |
+144,453
|
|
||
768
Embecta
EMBC
$569M
| $2.41M | ﹤0.01% |
202,743
+187,301
|
|
||
769
Western Digital
WDC
$88.6B
| $2.4M | ﹤0.01% |
+13,942
|
|
||
770
EverQuote
EVER
$606M
| $2.4M | ﹤0.01% |
88,769
-42,475
|
|
||
771
Lockheed Martin
LMT
$153B
| $2.36M | ﹤0.01% |
4,878
+6
|
|
||
772
Phibro Animal Health
PAHC
$2.1B
| $2.3M | ﹤0.01% |
61,535
-12,117
|
|
||
773
Par Pacific Holdings
PARR
$2.5B
| $2.29M | ﹤0.01% |
65,235
+33,537
|
|
||
|
ONC
774
BeOne Medicines Ltd
ONC
$33.1B
| $2.28M | ﹤0.01% |
7,495
+400
|
|
||
775
Rigel Pharmaceuticals
RIGL
$538M
| $2.27M | ﹤0.01% |
52,982
-1,752
|
|