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 | $567M | |
| 2 | $383M | |
| 3 | $351M | |
| 4 | $345M | |
| 5 | $306M |
Top Sells
| 1 | $1.38B | |
| 2 | $891M | |
| 3 | $795M | |
| 4 | $790M | |
| 5 | $712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.5% |
| 3 | Industrials | 12.37% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.89% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.17M | 0% | 42,509 -966 | -2% | -$49.2K | |||
| $2.17M | 0% | 4,849 +3,197 | +194% | +$1.43M | |||
| $2.14M | 0% | 50,783 -526 | -1% | -$22.2K | |||
| $2.06M | 0% | 88,974 -2,029 | -2% | -$47K | |||
| $2.06M | 0% | 47,407 -1,079 | -2% | -$46.9K | |||
| $2.01M | 0% | 94,046 -2,153 | -2% | -$46K | |||
| $1.98M | 0% | 26,409 -603 | -2% | -$45.2K | |||
| $1.98M | 0% | 13,839 +9,730 | +237% | +$1.39M | |||
| $1.97M | 0% | 1,020,417 +3,851 | +0.4% | +$7.43K | |||
| $1.91M | 0% | 130,000 -621,694 | -83% | -$9.15M | |||
| $1.85M | 0% | 89,094 -2,031 | -2% | -$42.2K | |||
| $1.82M | 0% | 19,647 +4,767 | +32% | +$441K | |||
| $1.81M | 0% | 8,895 -993 | -10% | -$202K | |||
| $1.79M | 0% | 73,810 -1,684 | -2% | -$40.8K | |||
| $1.78M | 0% | 74,765 -28,729 | -28% | -$685K | |||
| $1.71M | 0% | 277,310 -6,318 | -2% | -$38.9K | |||
| $1.7M | 0% | 157,736 -3,608 | -2% | -$39K | |||
| $1.7M | 0% | 168,008 +43,327 | +35% | +$437K | |||
| $1.69M | 0% | 63,681 -1,451 | -2% | -$38.6K | |||
| $1.66M | 0% | 368,999 -5,387 | -1% | -$24.2K | |||
| $1.66M | 0% | 43,341 -988 | -2% | -$37.8K | |||
| $1.64M | 0% | 285,510 -6,504 | -2% | -$37.4K | |||
| $1.6M | 0% | 69,835 -1,591 | -2% | -$36.5K | |||
| $1.6M | 0% | 14,956 +3,857 | +35% | +$413K | |||
| $1.57M | 0% | 20,416 | – | – |
