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 | +$462M | |
| 2 | +$382M | |
| 3 | +$325M | |
| 4 |
Corteva
CTVA
|
+$323M |
| 5 |
Exelon
EXC
|
+$297M |
Top Sells
| 1 | +$668M | |
| 2 | +$639M | |
| 3 | +$501M | |
| 4 |
UBS Group
UBS
|
+$432M |
| 5 |
Equifax
EFX
|
+$412M |
Sector Composition
| 1 | Technology | 20.06% |
| 2 | Financials | 18.5% |
| 3 | Healthcare | 14.93% |
| 4 | Industrials | 13.39% |
| 5 | Consumer Discretionary | 6.81% |