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 |
Tesla
TSLA
|
$2.31B |
| 2 |
Atlassian
TEAM
|
$687M |
| 3 |
Autodesk
ADSK
|
$682M |
| 4 |
Netflix
NFLX
|
$663M |
| 5 |
Boeing
BA
|
$620M |
Top Sells
| 1 |
Microsoft
MSFT
|
$1.37B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.24B |
| 3 |
Visa
V
|
$898M |
| 4 |
Cadence Design Systems
CDNS
|
$791M |
| 5 |
JPMorgan Chase
JPM
|
$745M |
Sector Composition
| 1 | Technology | 22.04% |
| 2 | Financials | 20.25% |
| 3 | Industrials | 12.49% |
| 4 | Healthcare | 11.1% |
| 5 | Consumer Discretionary | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Berry Corp
BRY
$249M
| $1.63M | ﹤0.01% |
395,396
+37,671
| +11% | +$156K |
|
777
Lumen
LUMN
$4.87B
| $1.6M | ﹤0.01% |
+302,141
| New | +$1.6M |
|
778
Bread Financial
BFH
$3.09B
| $1.59M | ﹤0.01% |
26,098
-779
| -3% | -$47.6K |
|
779
KE Holdings
BEKE
$22.4B
| $1.58M | ﹤0.01% |
+85,718
| New | +$1.58M |
|
780
Catalyst Pharmaceutical
CPRX
$2.48B
| $1.58M | ﹤0.01% |
75,494
-2,253
| -3% | -$47K |
|
781
Navient
NAVI
$1.37B
| $1.54M | ﹤0.01% |
115,687
-3,452
| -3% | -$45.9K |
|
782
Metropolitan Bank Holding Corp
MCB
$828M
| $1.49M | ﹤0.01% |
25,502
-762
| -3% | -$44.5K |
|
783
Perimeter Solutions
PRM
$3.28B
| $1.45M | ﹤0.01% |
+113,085
| New | +$1.45M |
|
784
Beam Therapeutics
BEAM
$2.11B
| $1.39M | ﹤0.01% |
56,027
-1,671
| -3% | -$41.4K |
|
785
Olympic Steel
ZEUS
$379M
| $1.37M | ﹤0.01% |
41,906
+2,559
| +7% | +$84K |
|
786
Amneal Pharmaceuticals
AMRX
$3.02B
| $1.35M | ﹤0.01% |
170,978
-19,684
| -10% | -$156K |
|
787
Blue Bird Corp
BLBD
$1.87B
| $1.35M | ﹤0.01% |
+34,824
| New | +$1.35M |
|
788
Rockwell Automation
ROK
$38.2B
| $1.34M | ﹤0.01% |
4,686
-580
| -11% | -$166K |
|
789
Twist Bioscience
TWST
$1.55B
| $1.32M | ﹤0.01% |
28,465
-849
| -3% | -$39.5K |
|
790
Ryerson Holding
RYI
$757M
| $1.32M | ﹤0.01% |
71,426
-2,131
| -3% | -$39.4K |
|
791
Copa Holdings
CPA
$4.85B
| $1.31M | ﹤0.01% |
14,880
+2,112
| +17% | +$186K |
|
792
Kiniksa Pharmaceuticals
KNSA
$2.65B
| $1.28M | ﹤0.01% |
64,881
-1,935
| -3% | -$38.3K |
|
793
Constellium
CSTM
$2.04B
| $1.28M | ﹤0.01% |
124,681
+15,038
| +14% | +$154K |
|
794
Owens & Minor
OMI
$434M
| $1.28M | ﹤0.01% |
97,901
-2,922
| -3% | -$38.2K |
|
795
Nurix Therapeutics
NRIX
$758M
| $1.27M | ﹤0.01% |
67,404
-2,011
| -3% | -$37.9K |
|
796
Protagonist Therapeutics
PTGX
$3.77B
| $1.25M | ﹤0.01% |
+32,449
| New | +$1.25M |
|
797
UFP Industries
UFPI
$6.08B
| $1.25M | ﹤0.01% |
11,099
+1,339
| +14% | +$151K |
|
798
Alkermes
ALKS
$4.94B
| $1.25M | ﹤0.01% |
43,398
-10,123
| -19% | -$291K |
|
799
Interactive Brokers
IBKR
$26.8B
| $1.22M | ﹤0.01% |
+27,604
| New | +$1.22M |
|
800
Uber
UBER
$190B
| $1.22M | ﹤0.01% |
20,144
-8,458,394
| -100% | -$510M |
|