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 |
Alphabet (Google) Class A
GOOGL
|
$5.56B |
| 2 |
Nasdaq
NDAQ
|
$1.39B |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.02B |
| 4 |
UnitedHealth
UNH
|
$567M |
| 5 |
KLA
KLAC
|
$386M |
Top Sells
| 1 |
Colgate-Palmolive
CL
|
$997M |
| 2 |
Cadence Design Systems
CDNS
|
$565M |
| 3 |
Accenture
ACN
|
$440M |
| 4 |
Meta Platforms (Facebook)
META
|
$433M |
| 5 |
Danaher
DHR
|
$404M |
Sector Composition
| 1 | Financials | 19.11% |
| 2 | Technology | 18.73% |
| 3 | Healthcare | 16.46% |
| 4 | Industrials | 13.35% |
| 5 | Consumer Discretionary | 6.91% |
