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 |
Boston Scientific
BSX
|
+$527M |
| 2 |
Merck
MRK
|
+$516M |
| 3 |
ConocoPhillips
COP
|
+$462M |
| 4 |
Masco
MAS
|
+$397M |
| 5 |
NXP Semiconductors
NXPI
|
+$348M |
Top Sells
| 1 |
Wells Fargo
WFC
|
+$636M |
| 2 |
Bank of New York Mellon
BK
|
+$447M |
| 3 |
RTX Corp
RTX
|
+$428M |
| 4 |
Pfizer
PFE
|
+$412M |
| 5 |
3M
MMM
|
+$411M |
Sector Composition
| 1 | Technology | 19.84% |
| 2 | Financials | 18.12% |
| 3 | Healthcare | 16.64% |
| 4 | Industrials | 13.63% |
| 5 | Communication Services | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Open Text
OTEX
$8.96B
| $701K | ﹤0.01% |
20,079
+1,142
| +6% | +$39.9K |
|
752
Orthofix Medical
OFIX
$592M
| $695K | ﹤0.01% |
24,813
+3,926
| +19% | +$110K |
|
|
MGLN
753
DELISTED
Magellan Health Services, Inc.
MGLN
| $684K | ﹤0.01% |
14,224
+2,250
| +19% | +$108K |
|
754
Aramark
ARMK
$10.2B
| $659K | ﹤0.01% |
+45,738
| New | +$659K |
|
755
Gran Tierra Energy
GTE
$139M
| $640K | ﹤0.01% |
255,510
-28,720
| -10% | -$71.9K |
|
|
EVRI
756
DELISTED
Everi Holdings
EVRI
| $621K | ﹤0.01% |
188,329
+140,159
| +291% | +$462K |
|
757
MGM Resorts International
MGM
$9.62B
| $620K | ﹤0.01% |
+52,523
| New | +$620K |
|
758
Cemex
CX
$13.8B
| $612K | ﹤0.01% |
288,760
+4,398
| +2% | +$9.32K |
|
759
T-Mobile US
TMUS
$272B
| $611K | ﹤0.01% |
7,286
-2,997
| -29% | -$251K |
|
760
Acco Brands
ACCO
$372M
| $558K | ﹤0.01% |
110,430
+17,479
| +19% | +$88.3K |
|
761
iShares Russell 1000 Growth ETF
IWF
$120B
| $557K | ﹤0.01% |
+3,694
| New | +$557K |
|
762
Ryerson Holding
RYI
$728M
| $549K | ﹤0.01% |
103,151
+36,655
| +55% | +$195K |
|
763
General Motors
GM
$55.9B
| $447K | ﹤0.01% |
21,514
+1,915
| +10% | +$39.8K |
|
764
Compañía de Minas Buenaventura
BVN
$5.13B
| $429K | ﹤0.01% |
58,795
+858
| +1% | +$6.26K |
|
765
Deckers Outdoor
DECK
$17.5B
| $418K | ﹤0.01% |
18,708
+2,268
| +14% | +$50.7K |
|
766
Commercial Metals
CMC
$6.63B
| $413K | ﹤0.01% |
+26,170
| New | +$413K |
|
767
Veeva Systems
VEEV
$45.8B
| $400K | ﹤0.01% |
2,561
-231,347
| -99% | -$36.1M |
|
|
BMCH
768
DELISTED
BMC Stock Holdings, Inc
BMCH
| $399K | ﹤0.01% |
22,490
| – | – |
|
|
CUTR
769
DELISTED
Cutera, Inc.
CUTR
| $388K | ﹤0.01% |
29,683
+20,839
| +236% | +$272K |
|
770
Fastenal
FAST
$54.3B
| $381K | ﹤0.01% |
+24,364
| New | +$381K |
|
771
Genco Shipping & Trading
GNK
$763M
| $374K | ﹤0.01% |
+58,193
| New | +$374K |
|
772
Watts Water Technologies
WTS
$9.47B
| $359K | ﹤0.01% |
+4,245
| New | +$359K |
|
773
Gen Digital
GEN
$18.3B
| $347K | ﹤0.01% |
+18,523
| New | +$347K |
|
774
Graco
GGG
$14.3B
| $340K | ﹤0.01% |
+6,986
| New | +$340K |
|
775
World Kinect Corp
WKC
$1.44B
| $339K | ﹤0.01% |
13,474
+2,132
| +19% | +$53.6K |
|