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 |
Charter Communications
CHTR
|
$917M |
| 2 |
General Dynamics
GD
|
$539M |
| 3 |
Pfizer
PFE
|
$494M |
| 4 |
CME Group
CME
|
$458M |
| 5 |
Aptiv
APTV
|
$328M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$718M |
| 2 |
Lockheed Martin
LMT
|
$624M |
| 3 |
Fiserv
FI
|
$520M |
| 4 |
US Bancorp
USB
|
$517M |
| 5 |
TSMC
TSM
|
$509M |
Sector Composition
| 1 | Technology | 20.45% |
| 2 | Financials | 19.3% |
| 3 | Healthcare | 15.45% |
| 4 | Industrials | 13.35% |
| 5 | Communication Services | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
Sea Limited
SE
$113B
| $461K | ﹤0.01% |
3,845
-1,861,005
| -100% | -$223M |
|
827
First Financial Corporation Common Stock
THFF
$695M
| $454K | ﹤0.01% |
+10,500
| New | +$454K |
|
828
Oshkosh
OSK
$8.93B
| $452K | ﹤0.01% |
4,490
+96
| +2% | +$9.66K |
|
829
Spotify
SPOT
$146B
| $441K | ﹤0.01% |
2,922
+140
| +5% | +$21.1K |
|
830
Terex
TEX
$3.47B
| $424K | ﹤0.01% |
11,900
+569
| +5% | +$20.3K |
|
831
Simpson Manufacturing
SSD
$8.15B
| $422K | ﹤0.01% |
3,872
+96
| +3% | +$10.5K |
|
832
Open Text
OTEX
$8.45B
| $418K | ﹤0.01% |
9,870
-7,153
| -42% | -$303K |
|
833
Domo
DOMO
$603M
| $411K | ﹤0.01% |
8,123
+83
| +1% | +$4.2K |
|
834
Novanta
NOVT
$4.18B
| $394K | ﹤0.01% |
2,768
+68
| +3% | +$9.68K |
|
835
EchoStar
SATS
$19.3B
| $390K | ﹤0.01% |
+16,027
| New | +$390K |
|
836
iShares Core S&P 500 ETF
IVV
$664B
| $388K | ﹤0.01% |
855
| – | – |
|
|
ZEN
837
DELISTED
ZENDESK INC
ZEN
| $382K | ﹤0.01% |
3,175
+80
| +3% | +$9.63K |
|
838
RPM International
RPM
$16.2B
| $373K | ﹤0.01% |
4,584
+115
| +3% | +$9.36K |
|
839
Atea Pharmaceuticals
AVIR
$267M
| $371K | ﹤0.01% |
51,343
+527
| +1% | +$3.81K |
|
840
Amneal Pharmaceuticals
AMRX
$3.02B
| $333K | ﹤0.01% |
79,942
+819
| +1% | +$3.41K |
|
841
Titan International
TWI
$562M
| $330K | ﹤0.01% |
+22,393
| New | +$330K |
|
842
PTC
PTC
$25.6B
| $322K | ﹤0.01% |
2,991
+75
| +3% | +$8.07K |
|
843
Prudential Financial
PRU
$37.2B
| $297K | ﹤0.01% |
2,515
+120
| +5% | +$14.2K |
|
844
TransAlta
TAC
$3.64B
| $297K | ﹤0.01% |
+28,650
| New | +$297K |
|
845
Bristol-Myers Squibb
BMY
$96B
| $295K | ﹤0.01% |
4,036
-38,527
| -91% | -$2.82M |
|
846
Medifast
MED
$149M
| $288K | ﹤0.01% |
1,688
-1,728
| -51% | -$295K |
|
847
Inogen
INGN
$219M
| $280K | ﹤0.01% |
8,639
+88
| +1% | +$2.85K |
|
848
Veritone
VERI
$147M
| $271K | ﹤0.01% |
14,798
+152
| +1% | +$2.78K |
|
|
VIVO
849
DELISTED
Meridian Bioscience Inc
VIVO
| $266K | ﹤0.01% |
10,238
-95,949
| -90% | -$2.49M |
|
850
LoveSac
LOVE
$297M
| $262K | ﹤0.01% |
4,849
+50
| +1% | +$2.7K |
|