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 |
Exxon Mobil
XOM
|
$1.63B |
| 2 |
Qualcomm
QCOM
|
$607M |
| 3 |
GE Aerospace
GE
|
$580M |
| 4 |
Salesforce
CRM
|
$494M |
| 5 |
Chevron
CVX
|
$477M |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
$1.69B |
| 2 |
Comcast
CMCSA
|
$1.26B |
| 3 |
Boston Scientific
BSX
|
$1.14B |
| 4 |
NVIDIA
NVDA
|
$1.03B |
| 5 |
Flutter Entertainment
FLUT
|
$828M |
Sector Composition
| 1 | Technology | 23.99% |
| 2 | Financials | 18.51% |
| 3 | Healthcare | 12.55% |
| 4 | Industrials | 12.28% |
| 5 | Consumer Discretionary | 6.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Olympic Steel
ZEUS
$379M
| $1.81M | ﹤0.01% |
40,301
+1,353
| +3% | +$60.7K |
|
752
Navient
NAVI
$1.37B
| $1.78M | ﹤0.01% |
122,024
+4,095
| +3% | +$59.6K |
|
753
CVR Energy
CVI
$3.16B
| $1.77M | ﹤0.01% |
66,107
+2,219
| +3% | +$59.4K |
|
754
CrowdStrike
CRWD
$105B
| $1.74M | ﹤0.01% |
4,532
+691
| +18% | +$265K |
|
755
Brighthouse Financial
BHF
$2.48B
| $1.73M | ﹤0.01% |
40,032
+3,681
| +10% | +$160K |
|
756
Berry Corp
BRY
$249M
| $1.72M | ﹤0.01% |
+266,083
| New | +$1.72M |
|
757
DocuSign
DOCU
$16.1B
| $1.71M | ﹤0.01% |
+31,944
| New | +$1.71M |
|
|
BECN
758
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $1.68M | ﹤0.01% |
18,604
-43,903
| -70% | -$3.97M |
|
759
West Fraser Timber
WFG
$5.92B
| $1.63M | ﹤0.01% |
+21,253
| New | +$1.63M |
|
760
Methode Electronics
MEI
$250M
| $1.61M | ﹤0.01% |
155,508
+5,220
| +3% | +$54K |
|
761
Reynolds Consumer Products
REYN
$5B
| $1.61M | ﹤0.01% |
57,457
-7,564
| -12% | -$212K |
|
762
OraSure Technologies
OSUR
$236M
| $1.6M | ﹤0.01% |
+376,070
| New | +$1.6M |
|
763
Yext
YEXT
$1.1B
| $1.6M | ﹤0.01% |
299,167
+10,040
| +3% | +$53.7K |
|
764
TransAlta
TAC
$3.64B
| $1.58M | ﹤0.01% |
223,352
| – | – |
|
765
Excelerate Energy
EE
$758M
| $1.57M | ﹤0.01% |
+85,081
| New | +$1.57M |
|
766
Taylor Morrison
TMHC
$7.1B
| $1.56M | ﹤0.01% |
28,162
+2,588
| +10% | +$143K |
|
767
LiveRamp
RAMP
$1.86B
| $1.56M | ﹤0.01% |
50,461
+112
| +0.2% | +$3.47K |
|
768
Ryerson Holding
RYI
$757M
| $1.47M | ﹤0.01% |
75,339
+2,529
| +3% | +$49.3K |
|
769
Equity Bancshares
EQBK
$811M
| $1.46M | ﹤0.01% |
41,585
+10,824
| +35% | +$381K |
|
770
Select Water Solutions
WTTR
$881M
| $1.44M | ﹤0.01% |
134,585
+4,518
| +3% | +$48.3K |
|
771
Victoria's Secret
VSCO
$2.1B
| $1.43M | ﹤0.01% |
+80,738
| New | +$1.43M |
|
772
Warrior Met Coal
HCC
$3.19B
| $1.4M | ﹤0.01% |
22,288
+2,050
| +10% | +$129K |
|
773
Cousins Properties
CUZ
$4.95B
| $1.4M | ﹤0.01% |
+60,430
| New | +$1.4M |
|
774
ZipRecruiter
ZIP
$421M
| $1.39M | ﹤0.01% |
153,372
+5,147
| +3% | +$46.8K |
|
775
Beam Therapeutics
BEAM
$2.11B
| $1.38M | ﹤0.01% |
+59,095
| New | +$1.38M |
|