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 |
Morgan Stanley
MS
|
+$457M |
| 2 |
Canadian Pacific Kansas City
CP
|
+$436M |
| 3 |
Progressive
PGR
|
+$403M |
| 4 |
Icon
ICLR
|
+$297M |
| 5 |
International Flavors & Fragrances
IFF
|
+$262M |
Top Sells
| 1 |
KSU
Kansas City Southern
KSU
|
+$789M |
| 2 |
Comcast
CMCSA
|
+$557M |
| 3 |
Goldman Sachs
GS
|
+$476M |
| 4 |
US Bancorp
USB
|
+$423M |
| 5 |
PRAH
PRA Health Sciences, Inc.
PRAH
|
+$399M |
Sector Composition
| 1 | Technology | 21.3% |
| 2 | Financials | 18.56% |
| 3 | Healthcare | 14.94% |
| 4 | Industrials | 13.17% |
| 5 | Communication Services | 8.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Exxon Mobil
XOM
$472B
| $2.66M | ﹤0.01% |
42,127
-1,352
| -3% | -$85.3K |
|
752
Robert Half
RHI
$3.65B
| $2.62M | ﹤0.01% |
+29,390
| New | +$2.62M |
|
753
Camping World
CWH
$1.12B
| $2.59M | ﹤0.01% |
63,267
+542
| +0.9% | +$22.2K |
|
754
TechTarget
TTGT
$423M
| $2.58M | ﹤0.01% |
33,245
+285
| +0.9% | +$22.1K |
|
755
AnaptysBio
ANAB
$619M
| $2.53M | ﹤0.01% |
97,457
+63,124
| +184% | +$1.64M |
|
756
British American Tobacco
BTI
$123B
| $2.5M | ﹤0.01% |
63,550
+4,954
| +8% | +$195K |
|
757
Plains All American Pipeline
PAA
$12.1B
| $2.5M | ﹤0.01% |
219,698
+4,908
| +2% | +$55.8K |
|
758
Cambium Networks
CMBM
$18.8M
| $2.43M | ﹤0.01% |
50,240
+18,129
| +56% | +$877K |
|
759
MongoDB
MDB
$26.9B
| $2.4M | ﹤0.01% |
6,626
+5,057
| +322% | +$1.83M |
|
760
Reliance Steel & Aluminium
RS
$15.4B
| $2.35M | ﹤0.01% |
15,564
-1,523
| -9% | -$230K |
|
761
Forward Air
FWRD
$916M
| $2.31M | ﹤0.01% |
25,787
-212,851
| -89% | -$19.1M |
|
762
Trip.com Group
TCOM
$47.3B
| $2.31M | ﹤0.01% |
+65,212
| New | +$2.31M |
|
|
CS
763
DELISTED
Credit Suisse Group
CS
| $2.27M | ﹤0.01% |
+216,687
| New | +$2.27M |
|
764
Organogenesis Holdings
ORGO
$620M
| $2.24M | ﹤0.01% |
134,883
+102,563
| +317% | +$1.7M |
|
765
AngioDynamics
ANGO
$447M
| $2.23M | ﹤0.01% |
82,340
+707
| +0.9% | +$19.2K |
|
766
QuinStreet
QNST
$933M
| $2.23M | ﹤0.01% |
120,204
+94,053
| +360% | +$1.75M |
|
767
Prothena Corp
PRTA
$449M
| $2.22M | ﹤0.01% |
43,268
-30,071
| -41% | -$1.55M |
|
768
Rayonier Advanced Materials
RYAM
$400M
| $2.21M | ﹤0.01% |
330,960
+83,362
| +34% | +$558K |
|
|
MGI
769
DELISTED
MoneyGram International, Inc. New
MGI
| $2.21M | ﹤0.01% |
219,266
+1,880
| +0.9% | +$18.9K |
|
|
ORTX
770
DELISTED
Orchard Therapeutics plc American Depositary Shares
ORTX
| $2.2M | ﹤0.01% |
50,026
-148
| -0.3% | -$6.5K |
|
771
MacroGenics
MGNX
$109M
| $2.16M | ﹤0.01% |
80,484
-20,379
| -20% | -$547K |
|
772
Qualcomm
QCOM
$171B
| $2.15M | ﹤0.01% |
15,057
+150
| +1% | +$21.4K |
|
773
KT
KT
$9.64B
| $2.14M | ﹤0.01% |
153,354
+17,094
| +13% | +$238K |
|
774
Ryder
R
$7.57B
| $2.12M | ﹤0.01% |
28,512
-2,046
| -7% | -$152K |
|
775
Emerson Electric
EMR
$74.3B
| $2.1M | ﹤0.01% |
+21,790
| New | +$2.1M |
|