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 |
Wells Fargo
WFC
|
+$567M |
| 2 |
Netflix
NFLX
|
+$383M |
| 3 |
CBRE Group
CBRE
|
+$351M |
| 4 |
PNC Financial Services
PNC
|
+$345M |
| 5 |
Starbucks
SBUX
|
+$306M |
Top Sells
| 1 |
Tesla
TSLA
|
+$1.38B |
| 2 |
JPMorgan Chase
JPM
|
+$891M |
| 3 |
NVIDIA
NVDA
|
+$795M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$790M |
| 5 |
Aon
AON
|
+$712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.42% |
| 3 | Industrials | 12.36% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
PTC Therapeutics
PTCT
$4.9B
| $2.17M | ﹤0.01% |
42,509
-966
| -2% | -$49.2K |
|
752
Lockheed Martin
LMT
$110B
| $2.17M | ﹤0.01% |
4,849
+3,197
| +194% | +$1.43M |
|
753
FMC
FMC
$4.77B
| $2.14M | ﹤0.01% |
50,783
-526
| -1% | -$22.2K |
|
|
TPC
754
Tutor Perini Corporation
TPC
$3.39B
| $2.06M | ﹤0.01% |
88,974
-2,029
| -2% | -$47K |
|
755
Bank OZK
OZK
$5.92B
| $2.06M | ﹤0.01% |
47,407
-1,079
| -2% | -$46.9K |
|
756
Phibro Animal Health
PAHC
$1.63B
| $2.01M | ﹤0.01% |
94,046
-2,153
| -2% | -$46K |
|
757
BlueLinx
BXC
$626M
| $1.98M | ﹤0.01% |
26,409
-603
| -2% | -$45.2K |
|
758
Owens Corning
OC
$12.9B
| $1.98M | ﹤0.01% |
13,839
+9,730
| +237% | +$1.39M |
|
759
Annexon
ANNX
$273M
| $1.97M | ﹤0.01% |
1,020,417
+3,851
| +0.4% | +$7.43K |
|
760
Cohu
COHU
$977M
| $1.91M | ﹤0.01% |
130,000
-621,694
| -83% | -$9.15M |
|
761
Photronics
PLAB
$1.33B
| $1.85M | ﹤0.01% |
89,094
-2,031
| -2% | -$42.2K |
|
762
Copa Holdings
CPA
$4.81B
| $1.82M | ﹤0.01% |
19,647
+4,767
| +32% | +$441K |
|
763
Watts Water Technologies
WTS
$9.46B
| $1.81M | ﹤0.01% |
8,895
-993
| -10% | -$202K |
|
764
Catalyst Pharmaceutical
CPRX
$2.47B
| $1.79M | ﹤0.01% |
73,810
-1,684
| -2% | -$40.8K |
|
765
Reynolds Consumer Products
REYN
$4.86B
| $1.78M | ﹤0.01% |
74,765
-28,729
| -28% | -$685K |
|
766
Yext
YEXT
$1.07B
| $1.71M | ﹤0.01% |
277,310
-6,318
| -2% | -$38.9K |
|
767
ZimVie
ZIMV
$533M
| $1.7M | ﹤0.01% |
157,736
-3,608
| -2% | -$39K |
|
768
Constellium
CSTM
$2.09B
| $1.7M | ﹤0.01% |
168,008
+43,327
| +35% | +$437K |
|
769
PROG Holdings
PRG
$1.41B
| $1.69M | ﹤0.01% |
63,681
-1,451
| -2% | -$38.6K |
|
|
BNR
770
Burning Rock Biotech
BNR
$89.4M
| $1.66M | ﹤0.01% |
368,999
-5,387
| -1% | -$24.2K |
|
771
Teekay Tankers
TNK
$1.8B
| $1.66M | ﹤0.01% |
43,341
-988
| -2% | -$37.8K |
|
772
Rayonier Advanced Materials
RYAM
$415M
| $1.64M | ﹤0.01% |
285,510
-6,504
| -2% | -$37.4K |
|
773
Ryerson Holding
RYI
$723M
| $1.6M | ﹤0.01% |
69,835
-1,591
| -2% | -$36.5K |
|
774
UFP Industries
UFPI
$5.85B
| $1.6M | ﹤0.01% |
14,956
+3,857
| +35% | +$413K |
|
775
West Fraser Timber
WFG
$6B
| $1.57M | ﹤0.01% |
20,416
| – | – |
|