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 |
Microsoft
MSFT
|
$511M |
| 2 |
Lowe's Companies
LOW
|
$397M |
| 3 |
Amazon
AMZN
|
$329M |
| 4 |
Match Group
MTCH
|
$276M |
| 5 |
Goldman Sachs
GS
|
$276M |
Top Sells
| 1 |
FirstEnergy
FE
|
$742M |
| 2 |
Fiserv
FI
|
$467M |
| 3 |
Qiagen
QGEN
|
$391M |
| 4 |
Fidelity National Information Services
FIS
|
$378M |
| 5 |
Accenture
ACN
|
$370M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 16.55% |
| 3 | Healthcare | 16.09% |
| 4 | Industrials | 13.18% |
| 5 | Communication Services | 8.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
American Financial Group
AFG
$11.6B
| $1.47M | ﹤0.01% |
21,923
+174
| +0.8% | +$11.7K |
|
752
Principal Financial Group
PFG
$17.8B
| $1.45M | ﹤0.01% |
36,038
+25,639
| +247% | +$1.03M |
|
753
Surgery Partners
SGRY
$2.89B
| $1.42M | ﹤0.01% |
+64,818
| New | +$1.42M |
|
754
Huntsman Corp
HUN
$1.95B
| $1.38M | ﹤0.01% |
62,165
-4,550
| -7% | -$101K |
|
|
LL
755
DELISTED
LL Flooring Holdings, Inc.
LL
| $1.37M | ﹤0.01% |
+62,324
| New | +$1.37M |
|
756
Brighthouse Financial
BHF
$2.48B
| $1.34M | ﹤0.01% |
49,737
-1,948
| -4% | -$52.4K |
|
757
Ciena
CIEN
$16.5B
| $1.28M | ﹤0.01% |
+32,175
| New | +$1.28M |
|
758
Taylor Morrison
TMHC
$7.1B
| $1.27M | ﹤0.01% |
51,570
-28,685
| -36% | -$705K |
|
759
Williams Companies
WMB
$69.9B
| $1.25M | ﹤0.01% |
+63,486
| New | +$1.25M |
|
760
Vir Biotechnology
VIR
$732M
| $1.23M | ﹤0.01% |
+35,746
| New | +$1.23M |
|
761
Telephone and Data Systems
TDS
$4.54B
| $1.23M | ﹤0.01% |
66,422
-2,601
| -4% | -$48K |
|
762
Clorox
CLX
$15.5B
| $1.22M | ﹤0.01% |
5,819
+1,294
| +29% | +$272K |
|
763
Zynex
ZYXI
$45.1M
| $1.22M | ﹤0.01% |
+76,693
| New | +$1.22M |
|
764
Voyager Therapeutics
VYGR
$235M
| $1.21M | ﹤0.01% |
113,712
-4,457
| -4% | -$47.5K |
|
765
Phibro Animal Health
PAHC
$1.6B
| $1.21M | ﹤0.01% |
69,330
-2,717
| -4% | -$47.3K |
|
766
iShares MSCI Taiwan ETF
EWT
$6.25B
| $1.19M | ﹤0.01% |
+26,557
| New | +$1.19M |
|
767
iShares MSCI Brazil ETF
EWZ
$5.47B
| $1.19M | ﹤0.01% |
+42,987
| New | +$1.19M |
|
768
Applied Therapeutics
APLT
$68.2M
| $1.12M | ﹤0.01% |
+54,059
| New | +$1.12M |
|
769
HP
HPQ
$27.4B
| $1.1M | ﹤0.01% |
57,842
+30,581
| +112% | +$581K |
|
770
Reliance Steel & Aluminium
RS
$15.7B
| $1.1M | ﹤0.01% |
+10,755
| New | +$1.1M |
|
|
DSSI
771
DELISTED
Diamond S Shipping Inc. Common Shares
DSSI
| $1.08M | ﹤0.01% |
156,603
-6,136
| -4% | -$42.2K |
|
772
Western Digital
WDC
$31.9B
| $1.03M | ﹤0.01% |
37,294
-2,729
| -7% | -$75.4K |
|
773
ATN International
ATNI
$245M
| $993K | ﹤0.01% |
19,810
-19,095
| -49% | -$957K |
|
774
Casella Waste Systems
CWST
$6.01B
| $983K | ﹤0.01% |
17,604
-666,643
| -97% | -$37.2M |
|
|
ECOM
775
DELISTED
CHANNELADVISOR CORPORATION
ECOM
| $976K | ﹤0.01% |
+67,449
| New | +$976K |
|