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 | +$2.68B | |
| 2 | +$830M | |
| 3 | +$829M | |
| 4 |
Broadcom
AVGO
|
+$826M |
| 5 |
Arista Networks
ANET
|
+$805M |
Top Sells
| 1 | +$1.03B | |
| 2 | +$966M | |
| 3 | +$656M | |
| 4 |
Intuitive Surgical
ISRG
|
+$623M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$619M |
Sector Composition
| 1 | Technology | 23.93% |
| 2 | Financials | 19.63% |
| 3 | Industrials | 12.8% |
| 4 | Healthcare | 10.81% |
| 5 | Consumer Discretionary | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
776
Rigel Pharmaceuticals
RIGL
$672M
| $1.55M | ﹤0.01% |
54,734
+3,601
|
|
||
777
Simply Good Foods
SMPL
$1.87B
| $1.52M | ﹤0.01% |
61,191
-880,822
|
|
||
|
JBS
778
JBS N.V.
JBS
$17.3B
| $1.48M | ﹤0.01% |
+99,460
|
|
||
779
Fractyl Health
GUTS
$325M
| $1.47M | ﹤0.01% |
925,849
-7,138
|
|
||
780
Select Water Solutions
WTTR
$1.23B
| $1.45M | ﹤0.01% |
135,208
+8,892
|
|
||
781
iShares Core MSCI Emerging Markets ETF
IEMG
$139B
| $1.41M | ﹤0.01% |
21,453
|
|
||
782
FIVE9
FIVN
$1.44B
| $1.41M | ﹤0.01% |
58,314
+3,834
|
|
||
783
MasTec
MTZ
$19.6B
| $1.38M | ﹤0.01% |
6,462
+1,564
|
|
||
784
Methode Electronics
MEI
$269M
| $1.36M | ﹤0.01% |
180,646
+11,882
|
|
||
785
Olympic Steel
ZEUS
$536M
| $1.35M | ﹤0.01% |
44,406
+2,921
|
|
||
786
Wayfair
W
$14.4B
| $1.31M | ﹤0.01% |
+14,619
|
|
||
787
Mine Safety
MSA
$7.07B
| $1.26M | ﹤0.01% |
7,307
+1,873
|
|
||
788
Solventum
SOLV
$13.7B
| $1.25M | ﹤0.01% |
17,146
+2,768
|
|
||
789
Martin Marietta Materials
MLM
$39.3B
| $1.24M | ﹤0.01% |
1,970
+305
|
|
||
790
FMC
FMC
$2.01B
| $1.21M | ﹤0.01% |
36,021
-60,669
|
|
||
791
Allegro MicroSystems
ALGM
$6.05B
| $1.18M | ﹤0.01% |
40,390
-472,655
|
|
||
792
Arcturus Therapeutics
ARCT
$212M
| $1.17M | ﹤0.01% |
63,386
+4,169
|
|
||
793
Jazz Pharmaceuticals
JAZZ
$10.1B
| $1.17M | ﹤0.01% |
8,849
+582
|
|
||
794
Regenxbio
RGNX
$679M
| $1.15M | ﹤0.01% |
118,795
+98,295
|
|
||
795
Par Pacific Holdings
PARR
$1.76B
| $1.12M | ﹤0.01% |
+31,698
|
|
||
796
Royal Gold
RGLD
$24.8B
| $1.12M | ﹤0.01% |
5,569
+71
|
|
||
797
Centuri Holdings
CTRI
$2.85B
| $1.09M | ﹤0.01% |
+51,433
|
|
||
798
AES
AES
$10.6B
| $1.08M | ﹤0.01% |
82,012
-7,665,109
|
|
||
799
Quad
QUAD
$311M
| $1.08M | ﹤0.01% |
171,993
+11,297
|
|
||
800
BioCryst Pharmaceuticals
BCRX
$1.68B
| $1,000K | ﹤0.01% |
131,711
+8,663
|
|