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 |
Boeing
BA
|
$1.35B |
| 2 |
Flutter Entertainment
FLUT
|
$828M |
| 3 |
Mondelez International
MDLZ
|
$595M |
| 4 |
KKR & Co
KKR
|
$552M |
| 5 |
Salesforce
CRM
|
$548M |
Top Sells
| 1 |
Charter Communications
CHTR
|
$979M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$744M |
| 3 |
Accenture
ACN
|
$735M |
| 4 |
Boston Scientific
BSX
|
$724M |
| 5 |
Eaton
ETN
|
$527M |
Sector Composition
| 1 | Technology | 22.22% |
| 2 | Financials | 19.01% |
| 3 | Healthcare | 13.21% |
| 4 | Industrials | 12.84% |
| 5 | Consumer Discretionary | 6.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Mercado Libre
MELI
$123B
| $1.12M | ﹤0.01% |
744
+4
| +0.5% | +$6.05K |
|
777
Acadia Pharmaceuticals
ACAD
$4.26B
| $1.12M | ﹤0.01% |
60,430
-134
| -0.2% | -$2.48K |
|
778
Playtika
PLTK
$1.4B
| $1.11M | ﹤0.01% |
156,997
-346
| -0.2% | -$2.44K |
|
779
A-Mark Precious Metals
AMRK
$587M
| $1.08M | ﹤0.01% |
35,174
-79
| -0.2% | -$2.43K |
|
|
SQSP
780
DELISTED
Squarespace, Inc.
SQSP
| $1.06M | ﹤0.01% |
29,200
-56,278
| -66% | -$2.05M |
|
781
Arcus Biosciences
RCUS
$1.3B
| $1.06M | ﹤0.01% |
56,222
-124
| -0.2% | -$2.34K |
|
782
Equity Bancshares
EQBK
$811M
| $1.06M | ﹤0.01% |
+30,761
| New | +$1.06M |
|
|
ITOS
783
DELISTED
iTeos Therapeutics
ITOS
| $1.03M | ﹤0.01% |
75,678
-168
| -0.2% | -$2.29K |
|
784
UFP Industries
UFPI
$6.08B
| $1.03M | ﹤0.01% |
+8,390
| New | +$1.03M |
|
785
Bread Financial
BFH
$3.09B
| $991K | ﹤0.01% |
+26,605
| New | +$991K |
|
786
EPR Properties
EPR
$4.05B
| $985K | ﹤0.01% |
23,196
+491
| +2% | +$20.8K |
|
787
Rimini Street
RMNI
$416M
| $950K | ﹤0.01% |
291,502
-660
| -0.2% | -$2.15K |
|
788
Teladoc Health
TDOC
$1.38B
| $936K | ﹤0.01% |
+61,979
| New | +$936K |
|
789
Essential Properties Realty Trust
EPRT
$6.1B
| $916K | ﹤0.01% |
34,342
+728
| +2% | +$19.4K |
|
790
Sotera Health
SHC
$4.44B
| $888K | ﹤0.01% |
73,963
-76,863
| -51% | -$923K |
|
791
Ironwood Pharmaceuticals
IRWD
$188M
| $858K | ﹤0.01% |
98,460
-217
| -0.2% | -$1.89K |
|
792
Fox Factory Holding Corp
FOXF
$1.22B
| $822K | ﹤0.01% |
+15,789
| New | +$822K |
|
793
Customers Bancorp
CUBI
$2.13B
| $795K | ﹤0.01% |
14,992
-16,574
| -53% | -$879K |
|
794
Commercial Metals
CMC
$6.63B
| $777K | ﹤0.01% |
13,226
-695
| -5% | -$40.8K |
|
795
Lockheed Martin
LMT
$108B
| $757K | ﹤0.01% |
1,664
+634
| +62% | +$288K |
|
796
Organogenesis Holdings
ORGO
$634M
| $740K | ﹤0.01% |
260,687
-575
| -0.2% | -$1.63K |
|
797
Constellium
CSTM
$2.04B
| $691K | ﹤0.01% |
31,259
+663
| +2% | +$14.7K |
|
798
M/I Homes
MHO
$4.14B
| $683K | ﹤0.01% |
5,015
+55
| +1% | +$7.5K |
|
799
The Mosaic Company
MOS
$10.3B
| $679K | ﹤0.01% |
+20,924
| New | +$679K |
|
800
Owens Corning
OC
$13B
| $658K | ﹤0.01% |
3,945
+636
| +19% | +$106K |
|