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 | +$1.42B | |
| 2 | +$416M | |
| 3 | +$373M | |
| 4 |
Eaton
ETN
|
+$249M |
| 5 |
Analog Devices
ADI
|
+$236M |
Top Sells
| 1 | +$855M | |
| 2 | +$845M | |
| 3 | +$810M | |
| 4 |
Abbott
ABT
|
+$332M |
| 5 |
United Parcel Service
UPS
|
+$331M |
Sector Composition
| 1 | Financials | 21.57% |
| 2 | Technology | 15.43% |
| 3 | Healthcare | 14.73% |
| 4 | Industrials | 13.36% |
| 5 | Communication Services | 8.43% |