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 | +$889M | |
| 2 | +$731M | |
| 3 | +$612M | |
| 4 |
Wells Fargo
WFC
|
+$472M |
| 5 |
LPL Financial
LPLA
|
+$347M |
Top Sells
| 1 | +$1.05B | |
| 2 | +$948M | |
| 3 | +$578M | |
| 4 |
Canadian Pacific Kansas City
CP
|
+$515M |
| 5 |
Eli Lilly
LLY
|
+$482M |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Financials | 20.58% |
| 3 | Industrials | 13.15% |
| 4 | Healthcare | 11.03% |
| 5 | Consumer Discretionary | 7.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
776
Gerdau
GGB
$6.79B
| $1.72M | ﹤0.01% |
587,602
+195,328
|
|
||
777
Ryerson Holding
RYI
$665M
| $1.71M | ﹤0.01% |
79,082
+9,247
|
|
||
778
Photronics
PLAB
$1.33B
| $1.7M | ﹤0.01% |
90,208
+1,114
|
|
||
779
Avnet
AVT
$3.85B
| $1.69M | ﹤0.01% |
31,808
+7,062
|
|
||
780
Watts Water Technologies
WTS
$9.16B
| $1.67M | ﹤0.01% |
6,805
-2,090
|
|
||
781
Catalyst Pharmaceutical
CPRX
$2.61B
| $1.62M | ﹤0.01% |
74,735
+925
|
|
||
782
Intercontinental Exchange
ICE
$83.8B
| $1.62M | ﹤0.01% |
8,809
+6,173
|
|
||
783
Navient
NAVI
$1.17B
| $1.61M | ﹤0.01% |
114,524
+1,416
|
|
||
784
Methode Electronics
MEI
$233M
| $1.6M | ﹤0.01% |
168,764
+2,087
|
|
||
785
Reynolds Consumer Products
REYN
$5.17B
| $1.59M | ﹤0.01% |
74,145
-620
|
|
||
786
Sabre
SABR
$789M
| $1.55M | ﹤0.01% |
491,362
-500,205
|
|
||
787
PagerDuty
PD
$1.42B
| $1.53M | ﹤0.01% |
100,127
-107,804
|
|
||
788
Fractyl Health
GUTS
$148M
| $1.51M | ﹤0.01% |
932,987
-31,471
|
|
||
|
ZIMV
789
DELISTED
ZimVie
ZIMV
| $1.49M | ﹤0.01% |
159,717
+1,981
|
|
||
790
FIVE9
FIVN
$1.78B
| $1.44M | ﹤0.01% |
54,480
-312,239
|
|
||
791
Amneal Pharmaceuticals
AMRX
$3.56B
| $1.37M | ﹤0.01% |
169,259
+2,091
|
|
||
792
Olympic Steel
ZEUS
$389M
| $1.35M | ﹤0.01% |
41,485
+513
|
|
||
793
First Financial Corp
THFF
$636M
| $1.31M | ﹤0.01% |
24,172
+297
|
|
||
794
Nutanix
NTNX
$19B
| $1.31M | ﹤0.01% |
17,076
-4,077
|
|
||
795
European Wax Center
EWCZ
$163M
| $1.3M | ﹤0.01% |
230,960
+2,894
|
|
||
796
iShares Core MSCI Emerging Markets ETF
IEMG
$113B
| $1.29M | ﹤0.01% |
21,453
|
|
||
797
Acadia Pharmaceuticals
ACAD
$3.69B
| $1.27M | ﹤0.01% |
58,688
+725
|
|
||
798
Alkermes
ALKS
$5.02B
| $1.23M | ﹤0.01% |
42,961
+531
|
|
||
799
Rush Street Interactive
RSI
$1.64B
| $1.2M | ﹤0.01% |
80,473
-149,693
|
|
||
800
Health Catalyst
HCAT
$213M
| $1.17M | ﹤0.01% |
311,455
+3,848
|
|