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 | +$433M | |
| 2 | +$294M | |
| 3 | +$293M | |
| 4 |
McDonald's
MCD
|
+$275M |
| 5 |
Franklin Resources
BEN
|
+$247M |
Top Sells
| 1 | +$312M | |
| 2 | +$303M | |
| 3 | +$302M | |
| 4 |
STJ
St Jude Medical
STJ
|
+$277M |
| 5 |
Aptiv
APTV
|
+$251M |
Sector Composition
| 1 | Financials | 18.3% |
| 2 | Healthcare | 15.6% |
| 3 | Industrials | 14.74% |
| 4 | Technology | 11.78% |
| 5 | Communication Services | 9.23% |