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 |
Exxon Mobil
XOM
|
$1.63B |
| 2 |
Qualcomm
QCOM
|
$607M |
| 3 |
GE Aerospace
GE
|
$580M |
| 4 |
Salesforce
CRM
|
$494M |
| 5 |
Chevron
CVX
|
$477M |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
$1.69B |
| 2 |
Comcast
CMCSA
|
$1.26B |
| 3 |
Boston Scientific
BSX
|
$1.14B |
| 4 |
NVIDIA
NVDA
|
$1.03B |
| 5 |
Flutter Entertainment
FLUT
|
$828M |
Sector Composition
| 1 | Technology | 23.99% |
| 2 | Financials | 18.51% |
| 3 | Healthcare | 12.55% |
| 4 | Industrials | 12.28% |
| 5 | Consumer Discretionary | 6.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Alkermes
ALKS
$4.94B
| $1.32M | ﹤0.01% |
54,817
+1,840
| +3% | +$44.3K |
|
777
OFG Bancorp
OFG
$1.99B
| $1.29M | ﹤0.01% |
34,540
+1,159
| +3% | +$43.4K |
|
778
Playtika
PLTK
$1.4B
| $1.28M | ﹤0.01% |
162,450
+5,453
| +3% | +$42.9K |
|
779
Kiniksa Pharmaceuticals
KNSA
$2.65B
| $1.28M | ﹤0.01% |
68,434
-7,049
| -9% | -$132K |
|
780
MiMedx Group
MDXG
$1.06B
| $1.27M | ﹤0.01% |
183,263
+6,143
| +3% | +$42.6K |
|
781
Amneal Pharmaceuticals
AMRX
$3.02B
| $1.24M | ﹤0.01% |
195,279
-26,528
| -12% | -$168K |
|
782
Catalyst Pharmaceutical
CPRX
$2.48B
| $1.23M | ﹤0.01% |
79,630
+2,672
| +3% | +$41.4K |
|
783
Bread Financial
BFH
$3.09B
| $1.23M | ﹤0.01% |
27,528
+923
| +3% | +$41.1K |
|
784
Mercado Libre
MELI
$123B
| $1.22M | ﹤0.01% |
745
+1
| +0.1% | +$1.64K |
|
785
Cal-Maine
CALM
$5.52B
| $1.22M | ﹤0.01% |
19,952
-47,997
| -71% | -$2.93M |
|
786
Anika Therapeutics
ANIK
$129M
| $1.21M | ﹤0.01% |
47,691
+1,601
| +3% | +$40.6K |
|
787
A-Mark Precious Metals
AMRK
$587M
| $1.18M | ﹤0.01% |
36,396
+1,222
| +3% | +$39.6K |
|
788
Voyager Therapeutics
VYGR
$235M
| $1.14M | ﹤0.01% |
143,523
+4,816
| +3% | +$38.1K |
|
789
Metropolitan Bank Holding Corp
MCB
$828M
| $1.13M | ﹤0.01% |
+26,900
| New | +$1.13M |
|
790
Comerica
CMA
$8.85B
| $1.13M | ﹤0.01% |
22,076
+742
| +3% | +$37.9K |
|
791
Kearny Financial
KRNY
$415M
| $1.09M | ﹤0.01% |
177,805
+98,598
| +124% | +$606K |
|
792
DMC Global
BOOM
$146M
| $1.09M | ﹤0.01% |
+75,608
| New | +$1.09M |
|
793
Copa Holdings
CPA
$4.85B
| $1.08M | ﹤0.01% |
11,399
-3,871
| -25% | -$368K |
|
794
iShares Core MSCI Emerging Markets ETF
IEMG
$103B
| $1.08M | ﹤0.01% |
20,253
+8,069
| +66% | +$432K |
|
795
Cemex
CX
$13.6B
| $1.07M | ﹤0.01% |
167,120
| – | – |
|
796
UFP Industries
UFPI
$6.08B
| $1.03M | ﹤0.01% |
9,239
+849
| +10% | +$95.1K |
|
797
Acadia Pharmaceuticals
ACAD
$4.26B
| $1.02M | ﹤0.01% |
62,530
+2,100
| +3% | +$34.1K |
|
798
BellRing Brands
BRBR
$4.97B
| $1,000K | ﹤0.01% |
+17,500
| New | +$1,000K |
|
799
Y-mAbs Therapeutics
YMAB
$390M
| $993K | ﹤0.01% |
82,202
+2,760
| +3% | +$33.3K |
|
800
Novavax
NVAX
$1.28B
| $952K | ﹤0.01% |
+75,228
| New | +$952K |
|