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 | +$572M | |
| 2 | +$432M | |
| 3 | +$381M | |
| 4 |
Regeneron Pharmaceuticals
REGN
|
+$258M |
| 5 |
General Dynamics
GD
|
+$249M |
Top Sells
| 1 | +$730M | |
| 2 | +$458M | |
| 3 | +$424M | |
| 4 |
Stanley Black & Decker
SWK
|
+$393M |
| 5 |
Northrop Grumman
NOC
|
+$393M |
Sector Composition
| 1 | Financials | 19.48% |
| 2 | Technology | 17.37% |
| 3 | Healthcare | 16.61% |
| 4 | Industrials | 13.73% |
| 5 | Consumer Discretionary | 6.57% |