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 |
Apple
AAPL
|
+$804M |
| 2 |
Willis Towers Watson
WTW
|
+$455M |
| 3 |
PACCAR
PCAR
|
+$441M |
| 4 |
KKR & Co
KKR
|
+$362M |
| 5 |
Progressive
PGR
|
+$355M |
Top Sells
| 1 |
PRAH
PRA Health Sciences, Inc.
PRAH
|
+$536M |
| 2 |
Goldman Sachs
GS
|
+$308M |
| 3 |
Charter Communications
CHTR
|
+$299M |
| 4 |
Danaher
DHR
|
+$276M |
| 5 |
Global Payments
GPN
|
+$272M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 19.04% |
| 3 | Healthcare | 15.31% |
| 4 | Industrials | 12.8% |
| 5 | Communication Services | 8.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
HMHC
776
DELISTED
Houghton Mifflin Harcourt Company
HMHC
| $2.15M | ﹤0.01% |
+160,013
| New | +$2.15M |
|
777
Eagle Materials
EXP
$7.71B
| $2.15M | ﹤0.01% |
16,381
-28,334
| -63% | -$3.72M |
|
778
Power Integrations
POWI
$2.52B
| $2.12M | ﹤0.01% |
21,421
+94
| +0.4% | +$9.3K |
|
779
Tenable Holdings
TENB
$3.77B
| $2.11M | ﹤0.01% |
45,773
-601
| -1% | -$27.7K |
|
780
AngioDynamics
ANGO
$443M
| $2.11M | ﹤0.01% |
81,274
-1,066
| -1% | -$27.6K |
|
781
Ryder
R
$7.67B
| $2.11M | ﹤0.01% |
25,472
-3,040
| -11% | -$251K |
|
782
Sanmina
SANM
$6.34B
| $2.02M | ﹤0.01% |
52,301
-687
| -1% | -$26.5K |
|
783
Travere Therapeutics
TVTX
$1.89B
| $2.01M | ﹤0.01% |
82,679
-17,062
| -17% | -$414K |
|
784
Dover
DOV
$24.4B
| $2M | ﹤0.01% |
12,879
-607
| -5% | -$94.4K |
|
785
CytomX Therapeutics
CTMX
$360M
| $1.98M | ﹤0.01% |
388,320
+92,602
| +31% | +$471K |
|
786
NIO
NIO
$13.9B
| $1.97M | ﹤0.01% |
55,213
+33,203
| +151% | +$1.18M |
|
787
Qualcomm
QCOM
$173B
| $1.93M | ﹤0.01% |
14,974
-83
| -0.6% | -$10.7K |
|
788
Reliance Steel & Aluminium
RS
$15.7B
| $1.93M | ﹤0.01% |
13,521
-2,043
| -13% | -$291K |
|
789
Titan Machinery
TITN
$492M
| $1.91M | ﹤0.01% |
73,785
+40,430
| +121% | +$1.05M |
|
790
ENI
E
$52.1B
| $1.9M | ﹤0.01% |
71,178
-49,751
| -41% | -$1.33M |
|
791
DT Midstream
DTM
$10.6B
| $1.88M | ﹤0.01% |
40,736
-395,380
| -91% | -$18.3M |
|
792
Rush Enterprises Class A
RUSHA
$4.52B
| $1.86M | ﹤0.01% |
61,661
-810
| -1% | -$24.4K |
|
793
Cambium Networks
CMBM
$18.6M
| $1.8M | ﹤0.01% |
49,589
-651
| -1% | -$23.6K |
|
794
Merit Medical Systems
MMSI
$5.47B
| $1.78M | ﹤0.01% |
24,804
-326
| -1% | -$23.4K |
|
795
Coherus Oncology, Inc. Common Stock
CHRS
$159M
| $1.77M | ﹤0.01% |
109,987
-1,444
| -1% | -$23.2K |
|
796
Sutro Biopharma
STRO
$83.3M
| $1.73M | ﹤0.01% |
+91,798
| New | +$1.73M |
|
797
Flowers Foods
FLO
$3.15B
| $1.72M | ﹤0.01% |
72,646
| – | – |
|
798
Adeia
ADEA
$1.68B
| $1.71M | ﹤0.01% |
+343,640
| New | +$1.71M |
|
799
Exxon Mobil
XOM
$468B
| $1.69M | ﹤0.01% |
28,786
-13,341
| -32% | -$785K |
|
800
Dow Inc
DOW
$17B
| $1.69M | ﹤0.01% |
29,347
-1,842
| -6% | -$106K |
|