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 | $567M | |
| 2 | $383M | |
| 3 | $351M | |
| 4 | $345M | |
| 5 | $306M |
Top Sells
| 1 | $1.38B | |
| 2 | $891M | |
| 3 | $795M | |
| 4 | $790M | |
| 5 | $712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.5% |
| 3 | Industrials | 12.37% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.89% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.1M | 0% | 4,689 +763 | +19% | +$178K | |||
| $1.09M | 0% | 27,830 -635 | -2% | -$24.9K | |||
| $1.07M | 0% | 54,779 -1,248 | -2% | -$24.4K | |||
| $1.06M | 0% | 166,677 +19,246 | +13% | +$123K | |||
| $1.06M | 0% | 6,464 +1,584 | +32% | +$259K | |||
| $1.04M | 0% | 4,262 +665 | +18% | +$162K | |||
| $1.01M | 0% | 1,983 -505 | -20% | -$257K | |||
| $985K | 0% | 59,882 -1,365 | -2% | -$22.5K | |||
| $963K | 0% | 57,963 -1,320 | -2% | -$21.9K | |||
| $959K | 0% | 26,709 +13,139 | +97% | +$472K | |||
| $956K | 0% | 12,575 | New | +$956K | |||
| $901K | 0% | 228,066 +180,389 | +378% | +$713K | |||
| $865K | 0% | 158,714 +130,794 | +468% | +$713K | |||
| $864K | 0% | 95,720 -2,181 | -2% | -$19.7K | |||
| $837K | 0% | 142,164 -3,241 | -2% | -$19.1K | |||
| $803K | 0% | 174,859 -3,988 | -2% | -$18.3K | |||
| $799K | 0% | 9,201 -236 | -3% | -$20.5K | |||
| $780K | 0% | 86,310 +18,926 | +28% | +$171K | |||
| $779K | 0% | 150,582 -3,430 | -2% | -$17.7K | |||
| $761K | 0% | 13,037 | New | +$761K | |||
| $730K | 0% | 138,761 +65,831 | +90% | +$346K | |||
| $718K | 0% | 28,237 | New | +$718K | |||
| $713K | 0% | 52,650 | New | +$713K | |||
| $710K | 0% | 4,111 -6,128 | -60% | -$1.06M | |||
| $703K | 0% | 77,671 -1,770 | -2% | -$16K |
