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 |
Flutter Entertainment
FLUT
|
$849M |
| 2 |
Ryanair
RYAAY
|
$805M |
| 3 |
Intuitive Surgical
ISRG
|
$559M |
| 4 |
CDW
CDW
|
$416M |
| 5 |
Philip Morris
PM
|
$408M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$1.92B |
| 2 |
TSMC
TSM
|
$789M |
| 3 |
Microsoft
MSFT
|
$708M |
| 4 |
JPMorgan Chase
JPM
|
$636M |
| 5 |
Eli Lilly
LLY
|
$561M |
Sector Composition
| 1 | Technology | 21.52% |
| 2 | Financials | 19.51% |
| 3 | Healthcare | 12.79% |
| 4 | Industrials | 12.47% |
| 5 | Consumer Discretionary | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
TPC
826
Tutor Perini Corporation
TPC
$3.12B
| $359K | ﹤0.01% |
+13,236
| New | +$359K |
|
827
Veracyte
VCYT
$2.39B
| $324K | ﹤0.01% |
+9,526
| New | +$324K |
|
828
Herbalife
HLF
$1.02B
| $293K | ﹤0.01% |
40,692
-986
| -2% | -$7.09K |
|
829
Fortinet
FTNT
$59B
| $289K | ﹤0.01% |
3,725
-102
| -3% | -$7.91K |
|
|
ANSS
830
DELISTED
Ansys
ANSS
| $280K | ﹤0.01% |
879
-143,542
| -99% | -$45.7M |
|
|
BELFB
831
Bel Fuse Class B
BELFB
$1.74B
| $273K | ﹤0.01% |
3,482
-87
| -2% | -$6.83K |
|
832
Atlanticus Holdings
ATLC
$1B
| $254K | ﹤0.01% |
7,232
-174
| -2% | -$6.1K |
|
|
ITOS
833
DELISTED
iTeos Therapeutics
ITOS
| $242K | ﹤0.01% |
+23,662
| New | +$242K |
|
834
Sana Biotechnology
SANA
$731M
| $239K | ﹤0.01% |
57,411
-1,390
| -2% | -$5.78K |
|
835
Coca-Cola
KO
$294B
| $237K | ﹤0.01% |
3,296
-357
| -10% | -$25.7K |
|
836
Hyster-Yale Materials Handling
HY
$640M
| $231K | ﹤0.01% |
+3,617
| New | +$231K |
|
837
Open Text
OTEX
$8.35B
| $222K | ﹤0.01% |
6,685
-169
| -2% | -$5.62K |
|
838
Pacira BioSciences
PCRX
$1.22B
| $217K | ﹤0.01% |
+14,419
| New | +$217K |
|
839
Sangamo Therapeutics
SGMO
$164M
| $168K | ﹤0.01% |
193,762
-4,692
| -2% | -$4.06K |
|
840
MacroGenics
MGNX
$121M
| $134K | ﹤0.01% |
40,754
-988
| -2% | -$3.25K |
|
841
Kodiak Sciences
KOD
$446M
| $122K | ﹤0.01% |
46,738
-1,131
| -2% | -$2.95K |
|
842
Oil States International
OIS
$333M
| $105K | ﹤0.01% |
22,837
-555
| -2% | -$2.55K |
|
843
Coherus Oncology, Inc. Common Stock
CHRS
$141M
| $103K | ﹤0.01% |
99,111
-2,400
| -2% | -$2.5K |
|
844
Itaú Unibanco
ITUB
$74.8B
| $75.6K | ﹤0.01% |
11,362
| – | – |
|
845
American Airlines Group
AAL
$8.89B
| – | – |
-586,324
| Closed | -$6.64M |
|
846
Align Technology
ALGN
$9.6B
| – | – |
-46,608
| Closed | -$11.3M |
|
847
Alpha and Omega Semiconductor
AOSL
$828M
| – | – |
-63,054
| Closed | -$2.36M |
|
848
Ardmore Shipping
ASC
$480M
| – | – |
-9,228
| Closed | -$208K |
|
849
AvidXchange
AVDX
$2.06B
| – | – |
-1,821,585
| Closed | -$22M |
|
850
KE Holdings
BEKE
$21.9B
| – | – |
-302,470
| Closed | -$4.28M |
|