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
|
+$1.3B |
| 2 |
Progressive
PGR
|
+$794M |
| 3 |
Morgan Stanley
MS
|
+$701M |
| 4 |
Icon
ICLR
|
+$474M |
| 5 |
Fiserv
FI
|
+$462M |
Top Sells
| 1 |
Zimmer Biomet
ZBH
|
+$912M |
| 2 |
State Street
STT
|
+$775M |
| 3 |
Accenture
ACN
|
+$578M |
| 4 |
Alibaba
BABA
|
+$562M |
| 5 |
Goldman Sachs
GS
|
+$480M |
Sector Composition
| 1 | Technology | 21.43% |
| 2 | Financials | 18.37% |
| 3 | Healthcare | 14.91% |
| 4 | Industrials | 13.45% |
| 5 | Communication Services | 8.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
TechTarget
TTGT
$404M
| $2.29M | ﹤0.01% |
+32,960
| New | +$2.29M |
|
|
ALTR
752
DELISTED
Altair Engineering Inc. Class A Common Stock
ALTR
| $2.29M | ﹤0.01% |
36,534
+11,841
| +48% | +$741K |
|
753
Camping World
CWH
$1.06B
| $2.28M | ﹤0.01% |
62,725
-7,434
| -11% | -$270K |
|
754
British American Tobacco
BTI
$123B
| $2.27M | ﹤0.01% |
58,596
+7,604
| +15% | +$295K |
|
755
iShares Russell 1000 Value ETF
IWD
$63.4B
| $2.27M | ﹤0.01% |
14,973
-39,488
| -73% | -$5.98M |
|
756
CytomX Therapeutics
CTMX
$341M
| $2.27M | ﹤0.01% |
293,183
+37,218
| +15% | +$288K |
|
757
Rayonier Advanced Materials
RYAM
$402M
| $2.25M | ﹤0.01% |
+247,598
| New | +$2.25M |
|
758
Avanos Medical
AVNS
$558M
| $2.23M | ﹤0.01% |
51,032
-6,049
| -11% | -$265K |
|
759
VeriSign
VRSN
$26.5B
| $2.22M | ﹤0.01% |
11,175
-16,706
| -60% | -$3.32M |
|
760
QuidelOrtho
QDEL
$1.88B
| $2.19M | ﹤0.01% |
17,095
-128,022
| -88% | -$16.4M |
|
761
Sanmina
SANM
$6.53B
| $2.17M | ﹤0.01% |
52,534
-6,227
| -11% | -$258K |
|
762
Trade Desk
TTD
$22.6B
| $2.13M | ﹤0.01% |
+32,710
| New | +$2.13M |
|
763
Altice USA
ATUS
$1.09B
| $2.12M | ﹤0.01% |
+65,220
| New | +$2.12M |
|
764
Nu Skin
NUS
$570M
| $2.1M | ﹤0.01% |
+39,686
| New | +$2.1M |
|
|
VIVO
765
DELISTED
Meridian Bioscience Inc
VIVO
| $2.1M | ﹤0.01% |
79,817
-9,459
| -11% | -$248K |
|
766
Hewlett Packard
HPE
$32.2B
| $2.05M | ﹤0.01% |
130,212
-67,299
| -34% | -$1.06M |
|
767
Western Digital
WDC
$33B
| $2.05M | ﹤0.01% |
40,640
+5,279
| +15% | +$266K |
|
768
Autohome
ATHM
$3.4B
| $2.04M | ﹤0.01% |
+21,918
| New | +$2.04M |
|
769
iShares Core MSCI EAFE ETF
IEFA
$152B
| $2.03M | ﹤0.01% |
28,135
+11,346
| +68% | +$817K |
|
770
Martin Marietta Materials
MLM
$37.2B
| $2.02M | ﹤0.01% |
5,999
+2,166
| +57% | +$728K |
|
771
Dover
DOV
$24.1B
| $1.99M | ﹤0.01% |
14,489
-1,405
| -9% | -$193K |
|
772
Qualcomm
QCOM
$172B
| $1.98M | ﹤0.01% |
14,907
-1,412
| -9% | -$187K |
|
773
Plains All American Pipeline
PAA
$12.2B
| $1.96M | ﹤0.01% |
214,790
-2,255,240
| -91% | -$20.5M |
|
774
Bruker
BRKR
$4.63B
| $1.92M | ﹤0.01% |
29,835
+11,052
| +59% | +$710K |
|
775
AngioDynamics
ANGO
$445M
| $1.91M | ﹤0.01% |
81,633
-9,675
| -11% | -$226K |
|