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 |
Boston Scientific
BSX
|
+$1.3B |
| 2 |
Progressive
PGR
|
+$794M |
| 3 |
Morgan Stanley
MS
|
+$701M |
| 4 |
Icon
ICLR
|
+$474M |
| 5 |
Fiserv
FI
|
+$462M |
Top Sells
| 1 |
Zimmer Biomet
ZBH
|
+$912M |
| 2 |
State Street
STT
|
+$775M |
| 3 |
Accenture
ACN
|
+$578M |
| 4 |
Alibaba
BABA
|
+$562M |
| 5 |
Goldman Sachs
GS
|
+$480M |
Sector Composition
| 1 | Technology | 21.43% |
| 2 | Financials | 18.37% |
| 3 | Healthcare | 14.91% |
| 4 | Industrials | 13.45% |
| 5 | Communication Services | 8.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
Fastenal
FAST
$55.1B
| $1.14M | ﹤0.01% |
45,414
+124
| +0.3% | +$3.12K |
|
827
CBRE Group
CBRE
$48.4B
| $1.14M | ﹤0.01% |
+14,407
| New | +$1.14M |
|
828
Telefônica Brasil
VIV
$19.7B
| $1.13M | ﹤0.01% |
143,840
-122,370
| -46% | -$963K |
|
829
Banco Macro
BMA
$3.03B
| $1.11M | ﹤0.01% |
83,322
+27,677
| +50% | +$369K |
|
|
CBAY
830
DELISTED
Cymabay Therapeutics
CBAY
| $1.08M | ﹤0.01% |
238,824
+91,471
| +62% | +$415K |
|
831
Accuray
ARAY
$175M
| $1.04M | ﹤0.01% |
+210,142
| New | +$1.04M |
|
832
Vir Biotechnology
VIR
$713M
| $1.03M | ﹤0.01% |
20,152
-33,335
| -62% | -$1.71M |
|
833
RBC Bearings
RBC
$11.9B
| $1.03M | ﹤0.01% |
+5,246
| New | +$1.03M |
|
|
RDUS
834
DELISTED
Radius Health, Inc.
RDUS
| $1.03M | ﹤0.01% |
49,366
-5,850
| -11% | -$122K |
|
835
Zynex
ZYXI
$44.2M
| $999K | ﹤0.01% |
71,980
-39,908
| -36% | -$554K |
|
836
RPM International
RPM
$16B
| $977K | ﹤0.01% |
10,634
+5,831
| +121% | +$536K |
|
837
AT&T
T
$209B
| $977K | ﹤0.01% |
42,747
-1,140
| -3% | -$26.1K |
|
838
Clearway Energy Class A
CWEN.A
$3.18B
| $968K | ﹤0.01% |
36,505
-108,630
| -75% | -$2.88M |
|
839
OraSure Technologies
OSUR
$238M
| $959K | ﹤0.01% |
82,204
-9,741
| -11% | -$114K |
|
840
Arrow Electronics
ARW
$6.54B
| $953K | ﹤0.01% |
8,596
-256
| -3% | -$28.4K |
|
|
GTHX
841
DELISTED
G1 Therapeutics, Inc. Common Stock
GTHX
| $952K | ﹤0.01% |
39,576
-15,332
| -28% | -$369K |
|
|
KRA
842
DELISTED
Kraton Corporation
KRA
| $941K | ﹤0.01% |
25,711
-8,641
| -25% | -$316K |
|
|
CLVS
843
DELISTED
Clovis Oncology, Inc.
CLVS
| $903K | ﹤0.01% |
128,656
-15,247
| -11% | -$107K |
|
844
PTC
PTC
$24.5B
| $900K | ﹤0.01% |
6,532
+3,244
| +99% | +$447K |
|
845
Baker Hughes
BKR
$46.3B
| $894K | ﹤0.01% |
+41,407
| New | +$894K |
|
846
Orthofix Medical
OFIX
$563M
| $894K | ﹤0.01% |
20,612
-2,441
| -11% | -$106K |
|
847
Antero Midstream
AM
$8.79B
| $883K | ﹤0.01% |
+97,806
| New | +$883K |
|
848
Lexicon Pharmaceuticals
LXRX
$392M
| $883K | ﹤0.01% |
+150,363
| New | +$883K |
|
849
Sealed Air
SEE
$4.83B
| $876K | ﹤0.01% |
19,116
+2,482
| +15% | +$114K |
|
850
Bristol-Myers Squibb
BMY
$96B
| $875K | ﹤0.01% |
+13,865
| New | +$875K |
|