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 |
UnitedHealth
UNH
|
$567M |
| 2 |
KLA
KLAC
|
$386M |
| 3 |
Gartner
IT
|
$365M |
| 4 |
General Dynamics
GD
|
$324M |
| 5 |
O'Reilly Automotive
ORLY
|
$261M |
Top Sells
| 1 |
Colgate-Palmolive
CL
|
$997M |
| 2 |
Cadence Design Systems
CDNS
|
$565M |
| 3 |
Accenture
ACN
|
$440M |
| 4 |
Meta Platforms (Facebook)
META
|
$433M |
| 5 |
Danaher
DHR
|
$404M |
Sector Composition
| 1 | Financials | 19.11% |
| 2 | Technology | 18.73% |
| 3 | Healthcare | 16.46% |
| 4 | Industrials | 13.35% |
| 5 | Consumer Discretionary | 6.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Entravision Communication
EVC
$225M
| $1.53M | ﹤0.01% |
384,866
-3,507
| -0.9% | -$13.9K |
|
752
Cross Country Healthcare
CCRN
$420M
| $1.51M | ﹤0.01% |
53,145
-3,825
| -7% | -$109K |
|
753
Rimini Street
RMNI
$392M
| $1.5M | ﹤0.01% |
322,399
+3,832
| +1% | +$17.9K |
|
|
UNIT
754
Uniti Group
UNIT
$1.48B
| $1.49M | ﹤0.01% |
214,558
-1,956
| -0.9% | -$13.6K |
|
755
Vanda Pharmaceuticals
VNDA
$279M
| $1.49M | ﹤0.01% |
150,782
-1,375
| -0.9% | -$13.6K |
|
756
Navient
NAVI
$1.36B
| $1.49M | ﹤0.01% |
+101,294
| New | +$1.49M |
|
757
Autohome
ATHM
$3.44B
| $1.44M | ﹤0.01% |
+50,030
| New | +$1.44M |
|
758
Kennametal
KMT
$1.63B
| $1.42M | ﹤0.01% |
69,062
+711
| +1% | +$14.6K |
|
759
Clear Secure
YOU
$3.45B
| $1.39M | ﹤0.01% |
60,999
-557
| -0.9% | -$12.7K |
|
760
Photronics
PLAB
$1.31B
| $1.37M | ﹤0.01% |
+93,980
| New | +$1.37M |
|
761
C.H. Robinson
CHRW
$15.2B
| $1.35M | ﹤0.01% |
14,044
+13
| +0.1% | +$1.25K |
|
762
FIGS
FIGS
$1.08B
| $1.35M | ﹤0.01% |
163,588
-1,491
| -0.9% | -$12.3K |
|
|
SI
763
DELISTED
Silvergate Capital Corporation
SI
| $1.34M | ﹤0.01% |
17,784
+2,733
| +18% | +$206K |
|
764
Titan Machinery
TITN
$469M
| $1.31M | ﹤0.01% |
46,250
-422
| -0.9% | -$11.9K |
|
765
LiveRamp
RAMP
$1.8B
| $1.29M | ﹤0.01% |
70,824
+1,184
| +2% | +$21.5K |
|
766
AngioDynamics
ANGO
$432M
| $1.27M | ﹤0.01% |
62,283
-9,859
| -14% | -$202K |
|
767
iShares Russell 1000 Growth ETF
IWF
$117B
| $1.22M | ﹤0.01% |
5,779
-963
| -14% | -$203K |
|
768
CF Industries
CF
$13.7B
| $1.2M | ﹤0.01% |
12,484
+2,514
| +25% | +$242K |
|
|
XHR
769
Xenia Hotels & Resorts
XHR
$1.37B
| $1.16M | ﹤0.01% |
84,088
-767
| -0.9% | -$10.6K |
|
770
Regenxbio
RGNX
$498M
| $1.15M | ﹤0.01% |
+43,603
| New | +$1.15M |
|
771
DiamondRock Hospitality
DRH
$1.74B
| $1.13M | ﹤0.01% |
150,214
-1,369
| -0.9% | -$10.3K |
|
772
FibroGen
FGEN
$48.4M
| $1.12M | ﹤0.01% |
+85,813
| New | +$1.12M |
|
773
Armstrong World Industries
AWI
$8.42B
| $1.12M | ﹤0.01% |
14,091
-13
| -0.1% | -$1.03K |
|
774
Alector
ALEC
$282M
| $1.1M | ﹤0.01% |
115,768
+82,625
| +249% | +$782K |
|
775
Lincoln National
LNC
$8.21B
| $1.08M | ﹤0.01% |
24,634
+253
| +1% | +$11.1K |
|