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 |
Wells Fargo
WFC
|
+$567M |
| 2 |
Netflix
NFLX
|
+$383M |
| 3 |
CBRE Group
CBRE
|
+$351M |
| 4 |
PNC Financial Services
PNC
|
+$345M |
| 5 |
Starbucks
SBUX
|
+$306M |
Top Sells
| 1 |
Tesla
TSLA
|
+$1.38B |
| 2 |
JPMorgan Chase
JPM
|
+$891M |
| 3 |
NVIDIA
NVDA
|
+$795M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$790M |
| 5 |
Aon
AON
|
+$712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.42% |
| 3 | Industrials | 12.36% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Protagonist Therapeutics
PTGX
$3.68B
| $1.53M | ﹤0.01% |
31,726
-723
| -2% | -$35K |
|
777
Nutanix
NTNX
$21.5B
| $1.48M | ﹤0.01% |
21,153
-70,312
| -77% | -$4.91M |
|
778
Wolverine World Wide
WWW
$2.49B
| $1.45M | ﹤0.01% |
103,906
-2,367
| -2% | -$32.9K |
|
779
Navient
NAVI
$1.29B
| $1.43M | ﹤0.01% |
113,108
-2,579
| -2% | -$32.6K |
|
780
Blue Bird Corp
BLBD
$1.84B
| $1.42M | ﹤0.01% |
43,954
+9,130
| +26% | +$296K |
|
781
Kiniksa Pharmaceuticals
KNSA
$2.72B
| $1.41M | ﹤0.01% |
63,439
-1,442
| -2% | -$32K |
|
782
Alkermes
ALKS
$4.51B
| $1.4M | ﹤0.01% |
42,430
-968
| -2% | -$32K |
|
783
Amneal Pharmaceuticals
AMRX
$3.13B
| $1.4M | ﹤0.01% |
167,168
-3,810
| -2% | -$31.9K |
|
784
QuidelOrtho
QDEL
$1.97B
| $1.4M | ﹤0.01% |
40,021
-913
| -2% | -$31.9K |
|
785
Metropolitan Bank Holding Corp
MCB
$812M
| $1.4M | ﹤0.01% |
24,934
-568
| -2% | -$31.8K |
|
786
Health Catalyst
HCAT
$223M
| $1.39M | ﹤0.01% |
307,607
-7,008
| -2% | -$31.7K |
|
787
Uber
UBER
$199B
| $1.35M | ﹤0.01% |
18,560
-1,584
| -8% | -$115K |
|
788
Select Water Solutions
WTTR
$948M
| $1.31M | ﹤0.01% |
124,756
-2,841
| -2% | -$29.8K |
|
789
Olympic Steel
ZEUS
$370M
| $1.29M | ﹤0.01% |
40,972
-934
| -2% | -$29.4K |
|
790
MiMedx Group
MDXG
$1.03B
| $1.29M | ﹤0.01% |
169,882
-3,861
| -2% | -$29.3K |
|
791
Hims & Hers Health
HIMS
$12.3B
| $1.24M | ﹤0.01% |
+42,012
| New | +$1.24M |
|
792
Berry Corp
BRY
$260M
| $1.24M | ﹤0.01% |
386,589
-8,807
| -2% | -$28.3K |
|
793
Avnet
AVT
$4.48B
| $1.19M | ﹤0.01% |
+24,746
| New | +$1.19M |
|
794
First Financial Corporation Common Stock
THFF
$693M
| $1.17M | ﹤0.01% |
+23,875
| New | +$1.17M |
|
795
Turning Point Brands
TPB
$1.84B
| $1.17M | ﹤0.01% |
19,632
-448
| -2% | -$26.6K |
|
796
iShares Core MSCI Emerging Markets ETF
IEMG
$106B
| $1.16M | ﹤0.01% |
21,453
| – | – |
|
797
Fractyl Health
GUTS
$75.1M
| $1.15M | ﹤0.01% |
964,458
+3,495
| +0.4% | +$4.16K |
|
798
Martin Marietta Materials
MLM
$37.5B
| $1.14M | ﹤0.01% |
2,379
-1,148
| -33% | -$549K |
|
799
Gerdau
GGB
$6.09B
| $1.11M | ﹤0.01% |
392,274
+234,015
| +148% | +$665K |
|
800
Perimeter Solutions
PRM
$3.26B
| $1.11M | ﹤0.01% |
110,565
-2,520
| -2% | -$25.4K |
|