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 |
Flutter Entertainment
FLUT
|
$849M |
| 2 |
Intuitive Surgical
ISRG
|
$559M |
| 3 |
CDW
CDW
|
$416M |
| 4 |
Philip Morris
PM
|
$408M |
| 5 |
PACCAR
PCAR
|
$325M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$1.92B |
| 2 |
TSMC
TSM
|
$789M |
| 3 |
Microsoft
MSFT
|
$708M |
| 4 |
JPMorgan Chase
JPM
|
$636M |
| 5 |
Eli Lilly
LLY
|
$561M |
Sector Composition
| 1 | Technology | 21.52% |
| 2 | Financials | 19.51% |
| 3 | Healthcare | 12.79% |
| 4 | Industrials | 12.46% |
| 5 | Consumer Discretionary | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
ZimVie
ZIMV
$533M
| $1.59M | ﹤0.01% |
100,009
-2,422
| -2% | -$38.4K |
|
752
Amneal Pharmaceuticals
AMRX
$3.06B
| $1.59M | ﹤0.01% |
190,662
-4,617
| -2% | -$38.4K |
|
753
Owens & Minor
OMI
$416M
| $1.58M | ﹤0.01% |
+100,823
| New | +$1.58M |
|
754
OraSure Technologies
OSUR
$238M
| $1.57M | ﹤0.01% |
367,179
-8,891
| -2% | -$38K |
|
755
Nurix Therapeutics
NRIX
$742M
| $1.56M | ﹤0.01% |
69,415
-28,756
| -29% | -$646K |
|
756
Catalyst Pharmaceutical
CPRX
$2.46B
| $1.55M | ﹤0.01% |
77,747
-1,883
| -2% | -$37.4K |
|
757
Olympic Steel
ZEUS
$373M
| $1.53M | ﹤0.01% |
39,347
-954
| -2% | -$37.2K |
|
758
OFG Bancorp
OFG
$1.97B
| $1.51M | ﹤0.01% |
33,724
-816
| -2% | -$36.7K |
|
759
Alkermes
ALKS
$4.7B
| $1.5M | ﹤0.01% |
53,521
-1,296
| -2% | -$36.3K |
|
760
Ryerson Holding
RYI
$736M
| $1.46M | ﹤0.01% |
73,557
-1,782
| -2% | -$35.5K |
|
761
Select Water Solutions
WTTR
$899M
| $1.46M | ﹤0.01% |
131,404
-3,181
| -2% | -$35.4K |
|
762
Ferguson
FERG
$47.7B
| $1.44M | ﹤0.01% |
7,258
-38,394
| -84% | -$7.62M |
|
763
ZipRecruiter
ZIP
$436M
| $1.42M | ﹤0.01% |
149,745
-3,627
| -2% | -$34.5K |
|
764
Seaboard Corp
SEB
$3.81B
| $1.42M | ﹤0.01% |
453
-472
| -51% | -$1.48M |
|
765
JELD-WEN Holding
JELD
$553M
| $1.42M | ﹤0.01% |
89,703
-59,731
| -40% | -$944K |
|
766
Rockwell Automation
ROK
$38.8B
| $1.41M | ﹤0.01% |
5,266
-26,007
| -83% | -$6.98M |
|
767
Beam Therapeutics
BEAM
$2.02B
| $1.41M | ﹤0.01% |
57,698
-1,397
| -2% | -$34.2K |
|
768
Watsco
WSO
$16.6B
| $1.39M | ﹤0.01% |
2,831
-17,714
| -86% | -$8.71M |
|
769
Par Pacific Holdings
PARR
$1.7B
| $1.38M | ﹤0.01% |
78,673
-10,821
| -12% | -$190K |
|
770
Metropolitan Bank Holding Corp
MCB
$834M
| $1.38M | ﹤0.01% |
26,264
-636
| -2% | -$33.4K |
|
771
Twist Bioscience
TWST
$1.58B
| $1.32M | ﹤0.01% |
29,314
+20,035
| +216% | +$905K |
|
772
CBRE Group
CBRE
$48.7B
| $1.3M | ﹤0.01% |
10,404
-48,783
| -82% | -$6.07M |
|
773
Comerica
CMA
$8.83B
| $1.29M | ﹤0.01% |
21,553
-523
| -2% | -$31.3K |
|
774
UFP Industries
UFPI
$6.01B
| $1.28M | ﹤0.01% |
9,760
+521
| +6% | +$68.4K |
|
775
Bread Financial
BFH
$3.06B
| $1.28M | ﹤0.01% |
26,877
-651
| -2% | -$31K |
|