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 |
Morgan Stanley
MS
|
+$457M |
| 2 |
Canadian Pacific Kansas City
CP
|
+$436M |
| 3 |
Progressive
PGR
|
+$403M |
| 4 |
Icon
ICLR
|
+$297M |
| 5 |
International Flavors & Fragrances
IFF
|
+$262M |
Top Sells
| 1 |
KSU
Kansas City Southern
KSU
|
+$789M |
| 2 |
Comcast
CMCSA
|
+$557M |
| 3 |
Goldman Sachs
GS
|
+$476M |
| 4 |
US Bancorp
USB
|
+$423M |
| 5 |
PRAH
PRA Health Sciences, Inc.
PRAH
|
+$399M |
Sector Composition
| 1 | Technology | 21.3% |
| 2 | Financials | 18.56% |
| 3 | Healthcare | 14.94% |
| 4 | Industrials | 13.17% |
| 5 | Communication Services | 8.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Sanmina
SANM
$6.27B
| $2.06M | ﹤0.01% |
52,988
+454
| +0.9% | +$17.7K |
|
777
Dover
DOV
$24B
| $2.03M | ﹤0.01% |
13,486
-1,003
| -7% | -$151K |
|
778
Altice USA
ATUS
$1.12B
| $2.03M | ﹤0.01% |
59,322
-5,898
| -9% | -$201K |
|
779
Western Digital
WDC
$32.8B
| $1.99M | ﹤0.01% |
36,965
-3,675
| -9% | -$198K |
|
780
iShares Core S&P 500 ETF
IVV
$668B
| $1.99M | ﹤0.01% |
4,620
-1,913
| -29% | -$822K |
|
781
Novavax
NVAX
$1.29B
| $1.98M | ﹤0.01% |
9,341
-8,087
| -46% | -$1.72M |
|
782
Dow Inc
DOW
$17.1B
| $1.97M | ﹤0.01% |
31,189
+4,409
| +16% | +$279K |
|
|
TBIO
783
DELISTED
Translate Bio, Inc. Common Stock
TBIO
| $1.94M | ﹤0.01% |
70,606
+605
| +0.9% | +$16.7K |
|
|
VRS
784
DELISTED
Verso Corporation
VRS
| $1.93M | ﹤0.01% |
108,848
+935
| +0.9% | +$16.6K |
|
785
Tenable Holdings
TENB
$3.73B
| $1.92M | ﹤0.01% |
46,374
+397
| +0.9% | +$16.4K |
|
786
Avanos Medical
AVNS
$573M
| $1.87M | ﹤0.01% |
51,473
+441
| +0.9% | +$16K |
|
787
CytomX Therapeutics
CTMX
$345M
| $1.87M | ﹤0.01% |
295,718
+2,535
| +0.9% | +$16K |
|
788
Sprout Social
SPT
$890M
| $1.87M | ﹤0.01% |
+20,883
| New | +$1.87M |
|
789
Rush Enterprises Class A
RUSHA
$4.48B
| $1.8M | ﹤0.01% |
62,471
-15,507
| -20% | -$447K |
|
790
Hewlett Packard
HPE
$31.5B
| $1.8M | ﹤0.01% |
123,146
-7,066
| -5% | -$103K |
|
791
Emergent Biosolutions
EBS
$441M
| $1.79M | ﹤0.01% |
28,445
+243
| +0.9% | +$15.3K |
|
792
Phibro Animal Health
PAHC
$1.67B
| $1.79M | ﹤0.01% |
61,903
+530
| +0.9% | +$15.3K |
|
793
Flowers Foods
FLO
$3.13B
| $1.76M | ﹤0.01% |
72,646
+755
| +1% | +$18.3K |
|
794
Genco Shipping & Trading
GNK
$772M
| $1.76M | ﹤0.01% |
+93,099
| New | +$1.76M |
|
795
Power Integrations
POWI
$2.51B
| $1.75M | ﹤0.01% |
21,327
+15,879
| +291% | +$1.3M |
|
796
Alkermes
ALKS
$4.6B
| $1.73M | ﹤0.01% |
70,437
+604
| +0.9% | +$14.8K |
|
797
Varex Imaging
VREX
$481M
| $1.72M | ﹤0.01% |
63,930
+546
| +0.9% | +$14.6K |
|
798
GoDaddy
GDDY
$20.6B
| $1.71M | ﹤0.01% |
19,615
-4,776
| -20% | -$415K |
|
799
Merit Medical Systems
MMSI
$5.43B
| $1.63M | ﹤0.01% |
25,130
-527,966
| -95% | -$34.1M |
|
800
Ryerson Holding
RYI
$709M
| $1.61M | ﹤0.01% |
110,503
+12,758
| +13% | +$186K |
|