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 |
Canadian Pacific Kansas City
CP
|
$1.04B |
| 2 |
DuPont de Nemours
DD
|
$371M |
| 3 |
Hilton Worldwide
HLT
|
$353M |
| 4 |
CME Group
CME
|
$333M |
| 5 |
Charter Communications
CHTR
|
$307M |
Top Sells
| 1 |
Accenture
ACN
|
$872M |
| 2 |
KSU
Kansas City Southern
KSU
|
$794M |
| 3 |
Meta Platforms (Facebook)
META
|
$791M |
| 4 |
Canadian National Railway
CNI
|
$591M |
| 5 |
Chevron
CVX
|
$525M |
Sector Composition
| 1 | Technology | 22.02% |
| 2 | Financials | 18.3% |
| 3 | Healthcare | 15.33% |
| 4 | Industrials | 13.25% |
| 5 | Communication Services | 7.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
851
A10 Networks
ATEN
$1.29B
| $543K | ﹤0.01% |
+32,766
| New | +$543K |
|
852
Simpson Manufacturing
SSD
$8.03B
| $526K | ﹤0.01% |
3,776
+819
| +28% | +$114K |
|
853
Gerdau
GGB
$6.15B
| $521K | ﹤0.01% |
133,450
| – | – |
|
|
DSKE
854
DELISTED
Daseke, Inc. Common Stock
DSKE
| $520K | ﹤0.01% |
51,762
-1,048
| -2% | -$10.5K |
|
855
Terex
TEX
$3.39B
| $498K | ﹤0.01% |
11,331
-184
| -2% | -$8.09K |
|
856
Oshkosh
OSK
$8.9B
| $495K | ﹤0.01% |
4,394
-1,276
| -23% | -$144K |
|
|
MGI
857
DELISTED
MoneyGram International, Inc. New
MGI
| $491K | ﹤0.01% |
62,199
-1,262
| -2% | -$9.96K |
|
858
Novanta
NOVT
$4.15B
| $476K | ﹤0.01% |
2,700
+585
| +28% | +$103K |
|
859
Atea Pharmaceuticals
AVIR
$264M
| $454K | ﹤0.01% |
+50,816
| New | +$454K |
|
860
RPM International
RPM
$16.1B
| $451K | ﹤0.01% |
4,469
+969
| +28% | +$97.8K |
|
|
RDUS
861
DELISTED
Radius Recycling
RDUS
| $440K | ﹤0.01% |
8,465
-172
| -2% | -$8.94K |
|
862
Pultegroup
PHM
$27.2B
| $438K | ﹤0.01% |
7,671
-3,334
| -30% | -$190K |
|
863
Vanguard Value ETF
VTV
$144B
| $434K | ﹤0.01% |
+2,951
| New | +$434K |
|
864
iShares Core MSCI EAFE ETF
IEFA
$149B
| $410K | ﹤0.01% |
5,497
-7,143
| -57% | -$533K |
|
865
iShares Core S&P 500 ETF
IVV
$666B
| $408K | ﹤0.01% |
855
-2,021
| -70% | -$964K |
|
866
Domo
DOMO
$590M
| $399K | ﹤0.01% |
8,040
-162
| -2% | -$8.04K |
|
867
Amneal Pharmaceuticals
AMRX
$3B
| $379K | ﹤0.01% |
79,123
-1,602
| -2% | -$7.67K |
|
868
PTC
PTC
$25.5B
| $353K | ﹤0.01% |
2,916
-16,768
| -85% | -$2.03M |
|
869
SiriusPoint
SPNT
$2.2B
| $349K | ﹤0.01% |
42,945
-1,734,894
| -98% | -$14.1M |
|
|
CLVS
870
DELISTED
Clovis Oncology, Inc.
CLVS
| $340K | ﹤0.01% |
125,547
-2,541
| -2% | -$6.88K |
|
871
Veritone
VERI
$153M
| $329K | ﹤0.01% |
14,646
-15,826
| -52% | -$356K |
|
|
ZEN
872
DELISTED
ZENDESK INC
ZEN
| $323K | ﹤0.01% |
3,095
-342,799
| -99% | -$35.8M |
|
873
LoveSac
LOVE
$291M
| $318K | ﹤0.01% |
4,799
-98
| -2% | -$6.49K |
|
874
Inogen
INGN
$220M
| $291K | ﹤0.01% |
+8,551
| New | +$291K |
|
875
Inotiv
NOTV
$55M
| $279K | ﹤0.01% |
+6,626
| New | +$279K |
|