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 |
Broadcom
AVGO
|
$889M |
| 2 |
Mastercard
MA
|
$731M |
| 3 |
Nasdaq
NDAQ
|
$612M |
| 4 |
Wells Fargo
WFC
|
$472M |
| 5 |
LPL Financial
LPLA
|
$347M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$1.05B |
| 2 |
Visa
V
|
$948M |
| 3 |
Salesforce
CRM
|
$578M |
| 4 |
Canadian Pacific Kansas City
CP
|
$515M |
| 5 |
Eli Lilly
LLY
|
$482M |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Financials | 20.58% |
| 3 | Industrials | 13.16% |
| 4 | Healthcare | 11.03% |
| 5 | Consumer Discretionary | 7.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
851
Boise Cascade
BCC
$3.15B
| $457K | ﹤0.01% |
5,269
+1,133
| +27% | +$98.4K |
|
852
Genesco
GCO
$344M
| $440K | ﹤0.01% |
22,325
+277
| +1% | +$5.45K |
|
853
Vanguard ESG US Stock ETF
ESGV
$11.1B
| $430K | ﹤0.01% |
3,923
-1,511
| -28% | -$166K |
|
854
Fortinet
FTNT
$58.6B
| $410K | ﹤0.01% |
3,875
+100
| +3% | +$10.6K |
|
855
Schwab International Equity ETF
SCHF
$49.9B
| $395K | ﹤0.01% |
+17,893
| New | +$395K |
|
856
Bank of New York Mellon
BK
$73.4B
| $391K | ﹤0.01% |
4,293
+1,214
| +39% | +$111K |
|
857
Zymeworks
ZYME
$1.06B
| $340K | ﹤0.01% |
27,109
+334
| +1% | +$4.19K |
|
858
Herbalife
HLF
$1.03B
| $337K | ﹤0.01% |
39,116
+483
| +1% | +$4.16K |
|
859
Sarepta Therapeutics
SRPT
$2B
| $330K | ﹤0.01% |
+19,301
| New | +$330K |
|
860
iShares ESG Aware MSCI EAFE ETF
ESGD
$9.79B
| $306K | ﹤0.01% |
3,430
-429
| -11% | -$38.3K |
|
861
Adobe
ADBE
$147B
| $272K | ﹤0.01% |
704
-23,700
| -97% | -$9.17M |
|
862
Simpson Manufacturing
SSD
$7.81B
| $272K | ﹤0.01% |
1,753
-307
| -15% | -$47.7K |
|
863
Prothena Corp
PRTA
$447M
| $269K | ﹤0.01% |
44,364
+548
| +1% | +$3.33K |
|
864
Vanguard Growth ETF
VUG
$184B
| $251K | ﹤0.01% |
572
-794
| -58% | -$348K |
|
865
Huntington Ingalls Industries
HII
$10.5B
| $248K | ﹤0.01% |
1,026
-221
| -18% | -$53.4K |
|
866
Veracyte
VCYT
$2.38B
| $248K | ﹤0.01% |
9,158
+113
| +1% | +$3.05K |
|
867
BCE
BCE
$22.9B
| $230K | ﹤0.01% |
+10,364
| New | +$230K |
|
868
Hanmi Financial
HAFC
$746M
| $211K | ﹤0.01% |
+8,560
| New | +$211K |
|
869
Emcor
EME
$27.9B
| $210K | ﹤0.01% |
+392
| New | +$210K |
|
870
Dole
DOLE
$1.4B
| $204K | ﹤0.01% |
14,547
+181
| +1% | +$2.53K |
|
871
Oil States International
OIS
$333M
| $197K | ﹤0.01% |
+36,818
| New | +$197K |
|
872
Lifestance Health
LFST
$2.12B
| $187K | ﹤0.01% |
+36,104
| New | +$187K |
|
873
Arcus Biosciences
RCUS
$1.23B
| $182K | ﹤0.01% |
22,408
-54,386
| -71% | -$443K |
|
874
Voyager Therapeutics
VYGR
$208M
| $179K | ﹤0.01% |
57,511
-124,345
| -68% | -$387K |
|
|
FLOC
875
Flowco Holdings Inc.
FLOC
$416M
| $179K | ﹤0.01% |
10,025
-1,848
| -16% | -$32.9K |
|