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 |
Broadcom
AVGO
|
+$889M |
| 2 |
Mastercard
MA
|
+$731M |
| 3 |
Nasdaq
NDAQ
|
+$612M |
| 4 |
Wells Fargo
WFC
|
+$472M |
| 5 |
LPL Financial
LPLA
|
+$347M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$1.05B |
| 2 |
Visa
V
|
+$948M |
| 3 |
Salesforce
CRM
|
+$578M |
| 4 |
Canadian Pacific Kansas City
CP
|
+$515M |
| 5 |
Eli Lilly
LLY
|
+$482M |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Financials | 20.58% |
| 3 | Industrials | 13.15% |
| 4 | Healthcare | 11.03% |
| 5 | Consumer Discretionary | 7.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
Unisys
UIS
$291M
| $169K | ﹤0.01% |
37,315
+461
| +1% | +$2.09K |
|
877
Regenxbio
RGNX
$479M
| $168K | ﹤0.01% |
+20,500
| New | +$168K |
|
|
UNIT
878
Uniti Group
UNIT
$1.75B
| $161K | ﹤0.01% |
37,212
+459
| +1% | +$1.98K |
|
|
CGAU
879
Centerra Gold
CGAU
$1.86B
| $152K | ﹤0.01% |
21,148
+2,660
| +14% | +$19.2K |
|
880
Embecta
EMBC
$895M
| $140K | ﹤0.01% |
14,425
+179
| +1% | +$1.74K |
|
|
BNR
881
Burning Rock Biotech
BNR
$94.9M
| $97.4K | ﹤0.01% |
30,814
-338,185
| -92% | -$1.07M |
|
882
Itaú Unibanco
ITUB
$76.2B
| $85.4K | ﹤0.01% |
12,583
+85
| +0.7% | +$577 |
|
883
Maravai LifeSciences
MRVI
$404M
| $40.8K | ﹤0.01% |
16,922
-230,899
| -93% | -$556K |
|
884
Amalgamated Financial
AMAL
$870M
| – | – |
-84,171
| Closed | -$2.42M |
|
885
AST SpaceMobile
ASTS
$10.3B
| – | – |
-320,757
| Closed | -$7.29M |
|
886
Autohome
ATHM
$3.5B
| – | – |
-25,170
| Closed | -$698K |
|
887
AstraZeneca
AZN
$251B
| – | – |
-38,496
| Closed | -$2.83M |
|
888
KE Holdings
BEKE
$23.8B
| – | – |
-133,280
| Closed | -$2.68M |
|
889
Invesco Senior Loan ETF
BKLN
$6.88B
| – | – |
-2,597,850
| Closed | -$53.8M |
|
890
Blue Bird Corp
BLBD
$1.85B
| – | – |
-43,954
| Closed | -$1.42M |
|
891
Broadstone Net Lease
BNL
$3.55B
| – | – |
-427,309
| Closed | -$7.28M |
|
892
Bruker
BRKR
$4.87B
| – | – |
-2,396,120
| Closed | -$100M |
|
893
Blackstone
BX
$144B
| – | – |
-3,321
| Closed | -$464K |
|
894
Byrna Technologies
BYRN
$461M
| – | – |
-21,330
| Closed | -$359K |
|
895
Chemed
CHE
$6.67B
| – | – |
-409
| Closed | -$252K |
|
896
C.H. Robinson
CHRW
$15.5B
| – | – |
-54,749
| Closed | -$5.61M |
|
897
Cimpress
CMPR
$1.5B
| – | – |
-7,885
| Closed | -$357K |
|
898
Cohu
COHU
$992M
| – | – |
-130,000
| Closed | -$1.91M |
|
899
Endava
DAVA
$543M
| – | – |
-584,379
| Closed | -$11.4M |
|
900
Deckers Outdoor
DECK
$17.5B
| – | – |
-91,663
| Closed | -$10.2M |
|