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 |
Broadcom
AVGO
|
$889M |
| 2 |
Mastercard
MA
|
$731M |
| 3 |
Nasdaq
NDAQ
|
$612M |
| 4 |
Wells Fargo
WFC
|
$472M |
| 5 |
LPL Financial
LPLA
|
$347M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$1.05B |
| 2 |
Visa
V
|
$948M |
| 3 |
Salesforce
CRM
|
$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 | 13.16% |
| 4 | Healthcare | 11.03% |
| 5 | Consumer Discretionary | 7.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
801
Kimball Electronics
KE
$724M
| $1.17M | ﹤0.01% |
60,631
+749
| +1% | +$14.4K |
|
802
BioCryst Pharmaceuticals
BCRX
$1.74B
| $1.1M | ﹤0.01% |
+123,048
| New | +$1.1M |
|
803
Select Water Solutions
WTTR
$881M
| $1.09M | ﹤0.01% |
126,316
+1,560
| +1% | +$13.5K |
|
804
Solventum
SOLV
$12.6B
| $1.09M | ﹤0.01% |
14,378
+1,803
| +14% | +$137K |
|
805
Berry Corp
BRY
$249M
| $1.08M | ﹤0.01% |
391,425
+4,836
| +1% | +$13.4K |
|
806
MiMedx Group
MDXG
$1.06B
| $1.05M | ﹤0.01% |
172,001
+2,119
| +1% | +$12.9K |
|
807
Liberty Global Class A
LBTYA
$4.05B
| $1.01M | ﹤0.01% |
101,190
+66,959
| +196% | +$670K |
|
808
Workday
WDAY
$61.7B
| $992K | ﹤0.01% |
4,132
-557
| -12% | -$134K |
|
809
Molson Coors Class B
TAP
$9.96B
| $981K | ﹤0.01% |
+20,396
| New | +$981K |
|
810
Royal Gold
RGLD
$12.2B
| $978K | ﹤0.01% |
5,498
-966
| -15% | -$172K |
|
811
Rigel Pharmaceuticals
RIGL
$742M
| $958K | ﹤0.01% |
51,133
+17,764
| +53% | +$333K |
|
812
Beam Therapeutics
BEAM
$2.11B
| $943K | ﹤0.01% |
55,465
+686
| +1% | +$11.7K |
|
813
Primoris Services
PRIM
$6.32B
| $939K | ﹤0.01% |
12,047
+149
| +1% | +$11.6K |
|
814
Pilgrim's Pride
PPC
$10.5B
| $933K | ﹤0.01% |
+20,737
| New | +$933K |
|
815
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
| $930K | ﹤0.01% |
+24,800
| New | +$930K |
|
816
Micron Technology
MU
$147B
| $917K | ﹤0.01% |
7,441
-1,760
| -19% | -$217K |
|
817
Martin Marietta Materials
MLM
$37.5B
| $914K | ﹤0.01% |
1,665
-714
| -30% | -$392K |
|
818
Mine Safety
MSA
$6.67B
| $910K | ﹤0.01% |
5,434
+1,572
| +41% | +$263K |
|
819
Quad
QUAD
$334M
| $908K | ﹤0.01% |
160,696
+1,982
| +1% | +$11.2K |
|
820
Bio-Rad Laboratories Class A
BIO
$8B
| $899K | ﹤0.01% |
3,726
-536
| -13% | -$129K |
|
821
Owens & Minor
OMI
$434M
| $882K | ﹤0.01% |
96,917
+1,197
| +1% | +$10.9K |
|
822
Jazz Pharmaceuticals
JAZZ
$7.86B
| $877K | ﹤0.01% |
+8,267
| New | +$877K |
|
823
Rayonier Advanced Materials
RYAM
$397M
| $873K | ﹤0.01% |
226,683
-58,827
| -21% | -$226K |
|
824
Mueller Water Products
MWA
$4.19B
| $873K | ﹤0.01% |
36,297
+8,060
| +29% | +$194K |
|
|
SNDK
825
Sandisk Corporation Common Stock
SNDK
$9.99B
| $871K | ﹤0.01% |
+19,203
| New | +$871K |
|