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 |
Tesla
TSLA
|
+$2.31B |
| 2 |
Atlassian
TEAM
|
+$687M |
| 3 |
Autodesk
ADSK
|
+$682M |
| 4 |
Netflix
NFLX
|
+$663M |
| 5 |
Boeing
BA
|
+$620M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$1.37B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.24B |
| 3 |
Visa
V
|
+$898M |
| 4 |
Cadence Design Systems
CDNS
|
+$791M |
| 5 |
JPMorgan Chase
JPM
|
+$745M |
Sector Composition
| 1 | Technology | 22.04% |
| 2 | Financials | 20.25% |
| 3 | Industrials | 12.48% |
| 4 | Healthcare | 11.1% |
| 5 | Consumer Discretionary | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Bank OZK
OZK
$5.92B
| $2.16M | ﹤0.01% |
48,486
-1,446
| -3% | -$64.4K |
|
752
Tenet Healthcare
THC
$17B
| $2.16M | ﹤0.01% |
+17,075
| New | +$2.16M |
|
753
Photronics
PLAB
$1.36B
| $2.15M | ﹤0.01% |
91,125
-2,719
| -3% | -$64.1K |
|
754
Sony
SONY
$171B
| $2.12M | ﹤0.01% |
+100,043
| New | +$2.12M |
|
755
SM Energy
SM
$3.07B
| $2.11M | ﹤0.01% |
+54,374
| New | +$2.11M |
|
756
Phibro Animal Health
PAHC
$1.6B
| $2.02M | ﹤0.01% |
+96,199
| New | +$2.02M |
|
757
AstraZeneca
AZN
$253B
| $2.02M | ﹤0.01% |
30,759
+2,158
| +8% | +$141K |
|
758
Watts Water Technologies
WTS
$9.47B
| $2.01M | ﹤0.01% |
9,888
-719
| -7% | -$146K |
|
759
Sumitomo Mitsui Financial
SMFG
$107B
| $2.01M | ﹤0.01% |
+138,680
| New | +$2.01M |
|
760
Fractyl Health
GUTS
$65.8M
| $1.98M | ﹤0.01% |
960,963
-84,709
| -8% | -$175K |
|
761
Huntington Ingalls Industries
HII
$10.6B
| $1.97M | ﹤0.01% |
10,414
+610
| +6% | +$115K |
|
|
RDUS
762
DELISTED
Radius Recycling
RDUS
| $1.96M | ﹤0.01% |
+129,062
| New | +$1.96M |
|
763
PTC Therapeutics
PTCT
$4.52B
| $1.96M | ﹤0.01% |
43,475
-1,296
| -3% | -$58.5K |
|
764
Novartis
NVS
$249B
| $1.92M | ﹤0.01% |
+19,772
| New | +$1.92M |
|
765
QuidelOrtho
QDEL
$1.93B
| $1.82M | ﹤0.01% |
40,934
-300,126
| -88% | -$13.4M |
|
766
Martin Marietta Materials
MLM
$37.8B
| $1.82M | ﹤0.01% |
3,527
+101
| +3% | +$52.2K |
|
767
New Oriental
EDU
$8.19B
| $1.81M | ﹤0.01% |
28,212
-71,646
| -72% | -$4.6M |
|
768
Yext
YEXT
$1.08B
| $1.8M | ﹤0.01% |
283,628
-8,464
| -3% | -$53.8K |
|
769
West Fraser Timber
WFG
$6.01B
| $1.77M | ﹤0.01% |
20,416
-178
| -0.9% | -$15.4K |
|
770
Teekay Tankers
TNK
$1.84B
| $1.76M | ﹤0.01% |
44,329
-1,323
| -3% | -$52.6K |
|
771
Methode Electronics
MEI
$255M
| $1.74M | ﹤0.01% |
147,431
-4,399
| -3% | -$51.9K |
|
772
Vanguard Value ETF
VTV
$143B
| $1.73M | ﹤0.01% |
10,239
+8,091
| +377% | +$1.37M |
|
773
Select Water Solutions
WTTR
$899M
| $1.69M | ﹤0.01% |
127,597
-3,807
| -3% | -$50.4K |
|
774
MiMedx Group
MDXG
$1.06B
| $1.67M | ﹤0.01% |
173,743
-5,189
| -3% | -$49.9K |
|
775
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.72B
| $1.65M | ﹤0.01% |
+42,990
| New | +$1.65M |
|