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 |
Apple
AAPL
|
$804M |
| 2 |
Willis Towers Watson
WTW
|
$455M |
| 3 |
PACCAR
PCAR
|
$441M |
| 4 |
KKR & Co
KKR
|
$362M |
| 5 |
Progressive
PGR
|
$355M |
Top Sells
| 1 |
PRAH
PRA Health Sciences, Inc.
PRAH
|
$536M |
| 2 |
Goldman Sachs
GS
|
$308M |
| 3 |
Charter Communications
CHTR
|
$299M |
| 4 |
Danaher
DHR
|
$276M |
| 5 |
Global Payments
GPN
|
$272M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 19.04% |
| 3 | Healthcare | 15.31% |
| 4 | Industrials | 12.8% |
| 5 | Communication Services | 8.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Robert Half
RHI
$3.77B
| $2.67M | ﹤0.01% |
26,655
-2,735
| -9% | -$274K |
|
752
Gildan
GIL
$8.27B
| $2.65M | ﹤0.01% |
+72,623
| New | +$2.65M |
|
753
Alkermes
ALKS
$4.94B
| $2.64M | ﹤0.01% |
85,492
+15,055
| +21% | +$464K |
|
754
Vanda Pharmaceuticals
VNDA
$272M
| $2.62M | ﹤0.01% |
152,870
-2,006
| -1% | -$34.4K |
|
755
AnaptysBio
ANAB
$613M
| $2.61M | ﹤0.01% |
96,195
-1,262
| -1% | -$34.2K |
|
756
Gannett
GCI
$629M
| $2.6M | ﹤0.01% |
388,497
+228,531
| +143% | +$1.53M |
|
757
REV Group
REVG
$3.05B
| $2.58M | ﹤0.01% |
150,321
+54,797
| +57% | +$940K |
|
758
Emerson Electric
EMR
$74.6B
| $2.58M | ﹤0.01% |
27,373
+5,583
| +26% | +$526K |
|
759
Olin
OLN
$2.9B
| $2.55M | ﹤0.01% |
+52,778
| New | +$2.55M |
|
760
Bristol-Myers Squibb
BMY
$96B
| $2.5M | ﹤0.01% |
42,160
+35,583
| +541% | +$2.11M |
|
761
Cirrus Logic
CRUS
$5.94B
| $2.45M | ﹤0.01% |
29,756
-3,658
| -11% | -$301K |
|
762
Rayonier Advanced Materials
RYAM
$397M
| $2.45M | ﹤0.01% |
326,673
-4,287
| -1% | -$32.2K |
|
763
Varex Imaging
VREX
$484M
| $2.44M | ﹤0.01% |
86,523
+22,593
| +35% | +$637K |
|
764
Ryerson Holding
RYI
$757M
| $2.43M | ﹤0.01% |
109,071
-1,432
| -1% | -$31.9K |
|
765
Philips
PHG
$26.5B
| $2.42M | ﹤0.01% |
63,589
-44,511
| -41% | -$1.69M |
|
766
Metallus
MTUS
$713M
| $2.42M | ﹤0.01% |
184,979
+71,464
| +63% | +$935K |
|
|
VIVO
767
DELISTED
Meridian Bioscience Inc
VIVO
| $2.39M | ﹤0.01% |
124,238
-1,630
| -1% | -$31.4K |
|
|
PLYM
768
Plymouth Industrial REIT
PLYM
$998M
| $2.38M | ﹤0.01% |
104,596
+92,778
| +785% | +$2.11M |
|
769
PTC
PTC
$25.6B
| $2.36M | ﹤0.01% |
19,684
+54
| +0.3% | +$6.47K |
|
770
IDEAYA Biosciences
IDYA
$2.38B
| $2.3M | ﹤0.01% |
90,199
+21,203
| +31% | +$540K |
|
771
Organogenesis Holdings
ORGO
$634M
| $2.29M | ﹤0.01% |
160,505
+25,622
| +19% | +$365K |
|
772
Plains All American Pipeline
PAA
$12.1B
| $2.26M | ﹤0.01% |
221,943
+2,245
| +1% | +$22.8K |
|
773
Avanos Medical
AVNS
$590M
| $2.22M | ﹤0.01% |
71,231
+19,758
| +38% | +$616K |
|
|
EVRI
774
DELISTED
Everi Holdings
EVRI
| $2.19M | ﹤0.01% |
90,725
-33,573
| -27% | -$812K |
|
775
Signet Jewelers
SIG
$3.85B
| $2.18M | ﹤0.01% |
27,619
+21,796
| +374% | +$1.72M |
|