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 |
Broadcom
AVGO
|
$889M |
| 2 |
Mastercard
MA
|
$731M |
| 3 |
Nasdaq
NDAQ
|
$612M |
| 4 |
Wells Fargo
WFC
|
$472M |
| 5 |
LPL Financial
LPLA
|
$347M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$1.05B |
| 2 |
Visa
V
|
$948M |
| 3 |
Salesforce
CRM
|
$578M |
| 4 |
Canadian Pacific Kansas City
CP
|
$515M |
| 5 |
Eli Lilly
LLY
|
$482M |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Financials | 20.58% |
| 3 | Industrials | 13.15% |
| 4 | Healthcare | 11.03% |
| 5 | Consumer Discretionary | 7.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Gerdau
GGB
$6.41B
| $1.72M | ﹤0.01% |
587,602
+195,328
| +50% | +$570K |
|
777
Ryerson Holding
RYI
$751M
| $1.71M | ﹤0.01% |
79,082
+9,247
| +13% | +$199K |
|
778
Photronics
PLAB
$1.37B
| $1.7M | ﹤0.01% |
90,208
+1,114
| +1% | +$21K |
|
779
Avnet
AVT
$4.46B
| $1.69M | ﹤0.01% |
31,808
+7,062
| +29% | +$375K |
|
780
Watts Water Technologies
WTS
$9.34B
| $1.67M | ﹤0.01% |
6,805
-2,090
| -23% | -$514K |
|
781
Catalyst Pharmaceutical
CPRX
$2.45B
| $1.62M | ﹤0.01% |
74,735
+925
| +1% | +$20.1K |
|
782
Intercontinental Exchange
ICE
$99.2B
| $1.62M | ﹤0.01% |
8,809
+6,173
| +234% | +$1.13M |
|
783
Navient
NAVI
$1.36B
| $1.61M | ﹤0.01% |
114,524
+1,416
| +1% | +$20K |
|
784
Methode Electronics
MEI
$249M
| $1.6M | ﹤0.01% |
168,764
+2,087
| +1% | +$19.8K |
|
785
Reynolds Consumer Products
REYN
$4.94B
| $1.59M | ﹤0.01% |
74,145
-620
| -0.8% | -$13.3K |
|
786
Sabre
SABR
$675M
| $1.55M | ﹤0.01% |
491,362
-500,205
| -50% | -$1.58M |
|
787
PagerDuty
PD
$1.54B
| $1.53M | ﹤0.01% |
100,127
-107,804
| -52% | -$1.65M |
|
788
Fractyl Health
GUTS
$66.6M
| $1.51M | ﹤0.01% |
932,987
-31,471
| -3% | -$51K |
|
789
ZimVie
ZIMV
$532M
| $1.49M | ﹤0.01% |
159,717
+1,981
| +1% | +$18.5K |
|
790
FIVE9
FIVN
$2.06B
| $1.44M | ﹤0.01% |
54,480
-312,239
| -85% | -$8.27M |
|
791
Amneal Pharmaceuticals
AMRX
$3.05B
| $1.37M | ﹤0.01% |
169,259
+2,091
| +1% | +$16.9K |
|
792
Olympic Steel
ZEUS
$380M
| $1.35M | ﹤0.01% |
41,485
+513
| +1% | +$16.7K |
|
793
First Financial Corporation Common Stock
THFF
$690M
| $1.31M | ﹤0.01% |
24,172
+297
| +1% | +$16.1K |
|
794
Nutanix
NTNX
$19.7B
| $1.31M | ﹤0.01% |
17,076
-4,077
| -19% | -$312K |
|
795
European Wax Center
EWCZ
$177M
| $1.3M | ﹤0.01% |
230,960
+2,894
| +1% | +$16.3K |
|
796
iShares Core MSCI Emerging Markets ETF
IEMG
$103B
| $1.29M | ﹤0.01% |
21,453
| – | – |
|
797
Acadia Pharmaceuticals
ACAD
$4.26B
| $1.27M | ﹤0.01% |
58,688
+725
| +1% | +$15.6K |
|
798
Alkermes
ALKS
$4.41B
| $1.23M | ﹤0.01% |
42,961
+531
| +1% | +$15.2K |
|
799
Rush Street Interactive
RSI
$2.01B
| $1.2M | ﹤0.01% |
80,473
-149,693
| -65% | -$2.23M |
|
800
Health Catalyst
HCAT
$235M
| $1.17M | ﹤0.01% |
311,455
+3,848
| +1% | +$14.5K |
|