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 |
Alphabet (Google) Class A
GOOGL
|
$2.04B |
| 2 |
Comcast
CMCSA
|
$1.31B |
| 3 |
Zimmer Biomet
ZBH
|
$569M |
| 4 |
Cooper Companies
COO
|
$546M |
| 5 |
DD
Du Pont De Nemours E I
DD
|
$336M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$2B |
| 2 |
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
|
$1.32B |
| 3 |
McDonald's
MCD
|
$751M |
| 4 |
Accenture
ACN
|
$606M |
| 5 |
Walt Disney
DIS
|
$487M |
Sector Composition
| 1 | Financials | 18.79% |
| 2 | Healthcare | 17.89% |
| 3 | Technology | 13.53% |
| 4 | Industrials | 12.92% |
| 5 | Communication Services | 9.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Regional Management Corp
RM
$422M
| $589K | ﹤0.01% |
38,052
+3,088
| +9% | +$47.8K |
|
777
Wolfspeed
WOLF
$196M
| $583K | ﹤0.01% |
21,859
-195
| -0.9% | -$5.2K |
|
778
Western Alliance Bancorporation
WAL
$10B
| $580K | ﹤0.01% |
16,175
+2,590
| +19% | +$92.9K |
|
779
Popular Inc
BPOP
$8.47B
| $575K | ﹤0.01% |
20,316
-179
| -0.9% | -$5.07K |
|
|
RSE
780
DELISTED
ROUSE PPTYS INC COM (DE)
RSE
| $566K | ﹤0.01% |
+38,866
| New | +$566K |
|
781
Olympic Steel
ZEUS
$379M
| $564K | ﹤0.01% |
48,697
-431
| -0.9% | -$4.99K |
|
782
Patrick Industries
PATK
$3.78B
| $559K | ﹤0.01% |
28,890
-257
| -0.9% | -$4.97K |
|
|
SVU
783
DELISTED
SUPERVALU Inc.
SVU
| $559K | ﹤0.01% |
11,771
-105
| -0.9% | -$4.99K |
|
784
Barclays
BCS
$69.1B
| $552K | ﹤0.01% |
+45,482
| New | +$552K |
|
|
CS
785
DELISTED
Credit Suisse Group
CS
| $550K | ﹤0.01% |
25,367
+6,597
| +35% | +$143K |
|
|
ALJ
786
DELISTED
Alon U S A Energy Inc
ALJ
| $546K | ﹤0.01% |
36,781
+3,721
| +11% | +$55.2K |
|
|
DNY
787
DELISTED
DONNELLEY R R & SONS CO
DNY
| $544K | ﹤0.01% |
36,947
-328
| -0.9% | -$4.83K |
|
|
SIGM
788
DELISTED
Sigma Designs Inc
SIGM
| $541K | ﹤0.01% |
85,548
-760
| -0.9% | -$4.81K |
|
789
Ternium
TX
$6.79B
| $537K | ﹤0.01% |
43,169
-4,406
| -9% | -$54.8K |
|
790
Nelnet
NNI
$4.66B
| $533K | ﹤0.01% |
15,864
-141
| -0.9% | -$4.74K |
|
791
Brookfield
BN
$99.5B
| $528K | ﹤0.01% |
31,815
+16,611
| +109% | +$276K |
|
792
MasTec
MTZ
$14B
| $520K | ﹤0.01% |
+29,924
| New | +$520K |
|
793
Cardinal Health
CAH
$35.7B
| $518K | ﹤0.01% |
5,805
-131
| -2% | -$11.7K |
|
|
AHT
794
Ashford Hospitality Trust
AHT
$37.7M
| $501K | ﹤0.01% |
80
-1
| -1% | -$6.26K |
|
795
PLDT
PHI
$4.21B
| $499K | ﹤0.01% |
11,664
-1,803
| -13% | -$77.1K |
|
796
Grand Canyon Education
LOPE
$5.74B
| $497K | ﹤0.01% |
12,381
-11,643
| -48% | -$467K |
|
797
Gaming and Leisure Properties
GLPI
$13.7B
| $487K | ﹤0.01% |
17,501
-155
| -0.9% | -$4.31K |
|
798
Gentex
GNTX
$6.25B
| $487K | ﹤0.01% |
30,421
-690
| -2% | -$11K |
|
799
Walmart
WMT
$801B
| $478K | ﹤0.01% |
23,397
+3,387
| +17% | +$69.2K |
|
800
Ducommun
DCO
$1.35B
| $468K | ﹤0.01% |
28,847
-254
| -0.9% | -$4.12K |
|