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 | $567M | |
| 2 | $383M | |
| 3 | $351M | |
| 4 | $345M | |
| 5 | $306M |
Top Sells
| 1 | $1.38B | |
| 2 | $891M | |
| 3 | $795M | |
| 4 | $790M | |
| 5 | $712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.5% |
| 3 | Industrials | 12.37% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.89% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $464K | 0% | 3,321 +1,700 | +105% | +$238K | |||
| $455K | 0% | 2,636 | New | +$455K | |||
| $434K | 0% | 17,199 +4,362 | +34% | +$110K | |||
| $434K | 0% | 69,395 -1,580 | -2% | -$9.89K | |||
| $406K | 0% | 4,136 +1,067 | +35% | +$105K | |||
| $394K | 0% | 34,231 | New | +$394K | |||
| $363K | 0% | 3,775 +513 | +16% | +$49.4K | |||
| $359K | 0% | 21,330 | New | +$359K | |||
| $357K | 0% | 7,885 -178 | -2% | -$8.05K | |||
| $333K | 0% | 38,633 -881 | -2% | -$7.6K | |||
| $324K | 0% | 2,060 +31 | +2% | +$4.87K | |||
| $319K | 0% | 26,775 -610 | -2% | -$7.27K | |||
| $315K | 0% | 3,859 -4,459 | -54% | -$364K | |||
| $305K | 0% | 8,115 -13,369 | -62% | -$502K | |||
| $305K | 0% | 11,873 | New | +$305K | |||
| $268K | 0% | 9,045 -206 | -2% | -$6.11K | |||
| $258K | 0% | 3,079 +346 | +13% | +$29K | |||
| $254K | 0% | 1,247 -9,167 | -88% | -$1.87M | |||
| $252K | 0% | 409 -107,450 | -100% | -$66.1M | |||
| $226K | 0% | 17,922 +5,223 | +41% | +$65.9K | |||
| $224K | 0% | 5,353 -54 | -1% | -$2.26K | |||
| $208K | 0% | 14,366 -326 | -2% | -$4.71K | |||
| $206K | 0% | 2,299 +210 | +10% | +$18.8K | |||
| $185K | 0% | 36,753 -838 | -2% | -$4.22K | |||
| $182K | 0% | 14,246 | New | +$182K |
