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 |
Boston Scientific
BSX
|
+$1.3B |
| 2 |
Progressive
PGR
|
+$794M |
| 3 |
Morgan Stanley
MS
|
+$701M |
| 4 |
Icon
ICLR
|
+$474M |
| 5 |
Fiserv
FI
|
+$462M |
Top Sells
| 1 |
Zimmer Biomet
ZBH
|
+$912M |
| 2 |
State Street
STT
|
+$775M |
| 3 |
Accenture
ACN
|
+$578M |
| 4 |
Alibaba
BABA
|
+$562M |
| 5 |
Goldman Sachs
GS
|
+$480M |
Sector Composition
| 1 | Technology | 21.43% |
| 2 | Financials | 18.37% |
| 3 | Healthcare | 14.91% |
| 4 | Industrials | 13.45% |
| 5 | Communication Services | 8.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
GoDaddy
GDDY
$20.1B
| $1.89M | ﹤0.01% |
24,391
-182
| -0.7% | -$14.1K |
|
777
Herc Holdings
HRI
$4.43B
| $1.86M | ﹤0.01% |
18,376
-30,929
| -63% | -$3.13M |
|
778
Prothena Corp
PRTA
$447M
| $1.84M | ﹤0.01% |
73,339
-35,255
| -32% | -$885K |
|
779
Hologic
HOLX
$14.6B
| $1.81M | ﹤0.01% |
24,341
+3,162
| +15% | +$235K |
|
780
Amgen
AMGN
$150B
| $1.75M | ﹤0.01% |
7,039
| – | – |
|
781
Vipshop
VIPS
$8.85B
| $1.74M | ﹤0.01% |
58,307
-21,319
| -27% | -$637K |
|
|
EVRI
782
DELISTED
Everi Holdings
EVRI
| $1.74M | ﹤0.01% |
+123,231
| New | +$1.74M |
|
783
Taylor Morrison
TMHC
$6.89B
| $1.73M | ﹤0.01% |
56,198
+7,300
| +15% | +$225K |
|
784
Dow Inc
DOW
$16.9B
| $1.71M | ﹤0.01% |
26,780
+5,013
| +23% | +$320K |
|
785
Flowers Foods
FLO
$3.02B
| $1.71M | ﹤0.01% |
71,891
+461
| +0.6% | +$11K |
|
786
KT
KT
$9.52B
| $1.7M | ﹤0.01% |
136,260
-13,349
| -9% | -$166K |
|
787
Watsco
WSO
$15.8B
| $1.68M | ﹤0.01% |
+6,460
| New | +$1.68M |
|
788
Ryerson Holding
RYI
$707M
| $1.67M | ﹤0.01% |
+97,745
| New | +$1.67M |
|
789
Tenable Holdings
TENB
$3.63B
| $1.66M | ﹤0.01% |
45,977
-5,450
| -11% | -$197K |
|
790
Graco
GGG
$14.1B
| $1.65M | ﹤0.01% |
23,019
+7,013
| +44% | +$502K |
|
791
Antero Resources
AR
$10.1B
| $1.64M | ﹤0.01% |
+161,026
| New | +$1.64M |
|
792
Innovative Industrial Properties
IIPR
$1.58B
| $1.64M | ﹤0.01% |
9,075
-7,324
| -45% | -$1.32M |
|
793
Clearwater Paper
CLW
$342M
| $1.63M | ﹤0.01% |
43,342
-5,138
| -11% | -$193K |
|
794
Best Buy
BBY
$16.1B
| $1.62M | ﹤0.01% |
14,093
-24,656
| -64% | -$2.83M |
|
795
Coherus Oncology, Inc. Common Stock
CHRS
$152M
| $1.61M | ﹤0.01% |
110,475
-13,092
| -11% | -$191K |
|
796
IDEAYA Biosciences
IDYA
$2.17B
| $1.61M | ﹤0.01% |
68,405
-8,105
| -11% | -$191K |
|
797
Roku
ROKU
$14B
| $1.59M | ﹤0.01% |
+4,883
| New | +$1.59M |
|
798
Schlumberger
SLB
$53.9B
| $1.57M | ﹤0.01% |
57,875
-30,094
| -34% | -$818K |
|
|
VRS
799
DELISTED
Verso Corporation
VRS
| $1.57M | ﹤0.01% |
107,913
-12,791
| -11% | -$187K |
|
800
PennyMac Financial
PFSI
$6.22B
| $1.53M | ﹤0.01% |
22,850
+2,968
| +15% | +$198K |
|