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 |
Intel
INTC
|
$1.27B |
| 2 |
Dominion Energy
D
|
$747M |
| 3 |
Otis Worldwide
OTIS
|
$574M |
| 4 |
Microsoft
MSFT
|
$555M |
| 5 |
Merck
MRK
|
$524M |
Top Sells
| 1 |
RTX Corp
RTX
|
$579M |
| 2 |
Thermo Fisher Scientific
TMO
|
$478M |
| 3 |
Philip Morris
PM
|
$425M |
| 4 |
Aptiv
APTV
|
$407M |
| 5 |
Marriott International Class A Common Stock
MAR
|
$399M |
Sector Composition
| 1 | Technology | 22.06% |
| 2 | Financials | 17.71% |
| 3 | Healthcare | 15.83% |
| 4 | Industrials | 13.15% |
| 5 | Communication Services | 8.07% |
