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 |
Charles Schwab
SCHW
|
+$692M |
| 2 |
Qiagen
QGEN
|
+$623M |
| 3 |
Autodesk
ADSK
|
+$477M |
| 4 |
Lam Research
LRCX
|
+$381M |
| 5 |
Match Group
MTCH
|
+$358M |
Top Sells
| 1 |
TSMC
TSM
|
+$545M |
| 2 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
+$421M |
| 3 |
Illumina
ILMN
|
+$408M |
| 4 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$400M |
| 5 |
Fidelity National Information Services
FIS
|
+$389M |
Sector Composition
| 1 | Technology | 22.25% |
| 2 | Financials | 17.64% |
| 3 | Healthcare | 15.25% |
| 4 | Industrials | 13.09% |
| 5 | Communication Services | 8.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
iShares Core S&P 500 ETF
IVV
$666B
| $1.72M | ﹤0.01% |
4,586
+35
| +0.8% | +$13.1K |
|
752
Clorox
CLX
$15.3B
| $1.7M | ﹤0.01% |
8,410
+2,591
| +45% | +$523K |
|
753
CytomX Therapeutics
CTMX
$340M
| $1.68M | ﹤0.01% |
255,965
-2,570
| -1% | -$16.8K |
|
|
VIVO
754
DELISTED
Meridian Bioscience Inc
VIVO
| $1.67M | ﹤0.01% |
89,276
+39,049
| +78% | +$730K |
|
755
Progressive
PGR
$143B
| $1.66M | ﹤0.01% |
16,829
+293
| +2% | +$29K |
|
|
REGI
756
DELISTED
Renewable Energy Group, Inc.
REGI
| $1.66M | ﹤0.01% |
+23,402
| New | +$1.66M |
|
757
Watts Water Technologies
WTS
$9.21B
| $1.65M | ﹤0.01% |
13,555
+4,176
| +45% | +$508K |
|
758
KT
KT
$9.57B
| $1.65M | ﹤0.01% |
149,609
-94,911
| -39% | -$1.04M |
|
759
Amgen
AMGN
$152B
| $1.62M | ﹤0.01% |
7,039
| – | – |
|
760
Flowers Foods
FLO
$3.12B
| $1.62M | ﹤0.01% |
71,430
| – | – |
|
761
Hologic
HOLX
$14.9B
| $1.54M | ﹤0.01% |
21,179
-1,158
| -5% | -$84.3K |
|
762
Alphatec Holdings
ATEC
$2.36B
| $1.51M | ﹤0.01% |
+103,735
| New | +$1.51M |
|
763
Titan Machinery
TITN
$480M
| $1.48M | ﹤0.01% |
+75,859
| New | +$1.48M |
|
764
Huntsman Corp
HUN
$1.93B
| $1.48M | ﹤0.01% |
58,943
-3,222
| -5% | -$81K |
|
765
Western Digital
WDC
$33B
| $1.48M | ﹤0.01% |
35,361
-1,933
| -5% | -$80.9K |
|
|
HMSY
766
DELISTED
HMS Holdings Corp.
HMSY
| $1.48M | ﹤0.01% |
40,128
-1,088,878
| -96% | -$40M |
|
|
VRS
767
DELISTED
Verso Corporation
VRS
| $1.45M | ﹤0.01% |
120,704
-1,211
| -1% | -$14.6K |
|
|
ALTR
768
DELISTED
Altair Engineering Inc. Class A Common Stock
ALTR
| $1.44M | ﹤0.01% |
24,693
+7,608
| +45% | +$443K |
|
|
SRNE
769
DELISTED
Sorrento Therapeutics, Inc.
SRNE
| $1.44M | ﹤0.01% |
+210,249
| New | +$1.44M |
|
770
Vir Biotechnology
VIR
$718M
| $1.43M | ﹤0.01% |
53,487
+17,741
| +50% | +$475K |
|
771
Polaris
PII
$3.27B
| $1.41M | ﹤0.01% |
14,842
-6,578
| -31% | -$627K |
|
772
AngioDynamics
ANGO
$445M
| $1.4M | ﹤0.01% |
91,308
+23,994
| +36% | +$368K |
|
773
Zynex
ZYXI
$43.6M
| $1.37M | ﹤0.01% |
111,888
+35,195
| +46% | +$431K |
|
774
Ciena
CIEN
$17B
| $1.35M | ﹤0.01% |
25,582
-6,593
| -20% | -$348K |
|
775
Phibro Animal Health
PAHC
$1.63B
| $1.33M | ﹤0.01% |
68,645
-685
| -1% | -$13.3K |
|