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 | +$2.6B | |
| 2 | +$705M | |
| 3 | +$422M | |
| 4 |
Comcast
CMCSA
|
+$397M |
| 5 |
Duke Energy
DUK
|
+$273M |
Top Sells
| 1 | +$642M | |
| 2 | +$328M | |
| 3 | +$276M | |
| 4 |
EXCU
Exelon Corporation
EXCU
|
+$270M |
| 5 |
AutoZone
AZO
|
+$234M |
Sector Composition
| 1 | Financials | 20.91% |
| 2 | Healthcare | 16.41% |
| 3 | Technology | 14.23% |
| 4 | Industrials | 13.55% |
| 5 | Communication Services | 8.45% |