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 | $567M | |
| 2 | $383M | |
| 3 | $351M | |
| 4 | $345M | |
| 5 | $306M |
Top Sells
| 1 | $1.38B | |
| 2 | $891M | |
| 3 | $795M | |
| 4 | $790M | |
| 5 | $712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.5% |
| 3 | Industrials | 12.37% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.89% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.53M | 0% | 31,726 -723 | -2% | -$35K | |||
| $1.48M | 0% | 21,153 -70,312 | -77% | -$4.91M | |||
| $1.45M | 0% | 103,906 -2,367 | -2% | -$32.9K | |||
| $1.43M | 0% | 113,108 -2,579 | -2% | -$32.6K | |||
| $1.42M | 0% | 43,954 +9,130 | +26% | +$296K | |||
| $1.41M | 0% | 63,439 -1,442 | -2% | -$32K | |||
| $1.4M | 0% | 42,430 -968 | -2% | -$32K | |||
| $1.4M | 0% | 167,168 -3,810 | -2% | -$31.9K | |||
| $1.4M | 0% | 40,021 -913 | -2% | -$31.9K | |||
| $1.4M | 0% | 24,934 -568 | -2% | -$31.8K | |||
| $1.39M | 0% | 307,607 -7,008 | -2% | -$31.7K | |||
| $1.35M | 0% | 18,560 -1,584 | -8% | -$115K | |||
| $1.31M | 0% | 124,756 -2,841 | -2% | -$29.8K | |||
| $1.29M | 0% | 40,972 -934 | -2% | -$29.4K | |||
| $1.29M | 0% | 169,882 -3,861 | -2% | -$29.3K | |||
| $1.24M | 0% | 42,012 | New | +$1.24M | |||
| $1.24M | 0% | 386,589 -8,807 | -2% | -$28.3K | |||
| $1.19M | 0% | 24,746 | New | +$1.19M | |||
| $1.17M | 0% | 23,875 | New | +$1.17M | |||
| $1.17M | 0% | 19,632 -448 | -2% | -$26.6K | |||
| $1.16M | 0% | 21,453 | – | – | |||
| $1.15M | 0% | 964,458 +3,495 | +0.4% | +$4.16K | |||
| $1.14M | 0% | 2,379 -1,148 | -33% | -$549K | |||
| $1.11M | 0% | 392,274 +234,015 | +148% | +$665K | |||
| $1.11M | 0% | 110,565 -2,520 | -2% | -$25.4K |
