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 |
Truist Financial
TFC
|
$1.06B |
| 2 |
FirstEnergy
FE
|
$697M |
| 3 |
Elanco Animal Health
ELAN
|
$452M |
| 4 |
Equifax
EFX
|
$439M |
| 5 |
Dollar General
DG
|
$289M |
Top Sells
| 1 |
Philip Morris
PM
|
$812M |
| 2 |
Interpublic Group of Companies
IPG
|
$511M |
| 3 |
DuPont de Nemours
DD
|
$330M |
| 4 |
Wells Fargo
WFC
|
$303M |
| 5 |
American Express
AXP
|
$234M |
Sector Composition
| 1 | Financials | 19.51% |
| 2 | Technology | 17.57% |
| 3 | Healthcare | 15.78% |
| 4 | Industrials | 14.01% |
| 5 | Communication Services | 7.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Compañía de Minas Buenaventura
BVN
$4.99B
| $1M | ﹤0.01% |
58,056
-426
| -0.7% | -$7.36K |
|
777
Orthofix Medical
OFIX
$592M
| $998K | ﹤0.01% |
+17,693
| New | +$998K |
|
778
Amkor Technology
AMKR
$5.98B
| $964K | ﹤0.01% |
112,914
+4,177
| +4% | +$35.7K |
|
779
Progressive
PGR
$144B
| $960K | ﹤0.01% |
13,317
+2,943
| +28% | +$212K |
|
780
Sociedad Química y Minera de Chile
SQM
$13B
| $948K | ﹤0.01% |
+24,668
| New | +$948K |
|
781
Herbalife
HLF
$1.01B
| $933K | ﹤0.01% |
17,594
+675
| +4% | +$35.8K |
|
782
Quanta Services
PWR
$55.8B
| $923K | ﹤0.01% |
24,456
-19,101
| -44% | -$721K |
|
783
ArcBest
ARCB
$1.68B
| $919K | ﹤0.01% |
29,869
+1,102
| +4% | +$33.9K |
|
784
Huntsman Corp
HUN
$1.94B
| $896K | ﹤0.01% |
39,830
+415
| +1% | +$9.34K |
|
785
Principal Financial Group
PFG
$17.8B
| $886K | ﹤0.01% |
17,654
+184
| +1% | +$9.23K |
|
786
LivaNova
LIVN
$3.11B
| $863K | ﹤0.01% |
8,869
+328
| +4% | +$31.9K |
|
|
AMED
787
DELISTED
Amedisys
AMED
| $825K | ﹤0.01% |
+6,691
| New | +$825K |
|
788
Ameriprise Financial
AMP
$48.5B
| $824K | ﹤0.01% |
6,429
+67
| +1% | +$8.59K |
|
789
Funko
FNKO
$189M
| $775K | ﹤0.01% |
35,677
+1,320
| +4% | +$28.7K |
|
790
ConocoPhillips
COP
$124B
| $772K | ﹤0.01% |
11,570
-939
| -8% | -$62.7K |
|
791
Bruker
BRKR
$5.04B
| $757K | ﹤0.01% |
19,677
+1,498
| +8% | +$57.6K |
|
|
UNIT
792
Uniti Group
UNIT
$1.44B
| $757K | ﹤0.01% |
67,606
-84,123
| -55% | -$942K |
|
793
T-Mobile US
TMUS
$288B
| $745K | ﹤0.01% |
10,780
-3,209
| -23% | -$222K |
|
794
Open Text
OTEX
$8.41B
| $744K | ﹤0.01% |
19,369
-52
| -0.3% | -$2K |
|
|
CTLT
795
DELISTED
CATALENT, INC.
CTLT
| $690K | ﹤0.01% |
17,022
+631
| +4% | +$25.6K |
|
796
Insight Enterprises
NSIT
$4.1B
| $679K | ﹤0.01% |
12,322
+455
| +4% | +$25.1K |
|
797
Acco Brands
ACCO
$362M
| $674K | ﹤0.01% |
78,745
+2,913
| +4% | +$24.9K |
|
798
MDU Resources
MDU
$3.33B
| $670K | ﹤0.01% |
25,903
-20,622
| -44% | -$533K |
|
|
VAR
799
DELISTED
Varian Medical Systems, Inc.
VAR
| $663K | ﹤0.01% |
4,681
+1,034
| +28% | +$146K |
|
|
GHDX
800
DELISTED
Genomic Health, Inc.
GHDX
| $638K | ﹤0.01% |
9,108
+336
| +4% | +$23.5K |
|