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 | $567M | |
| 2 | $383M | |
| 3 | $351M | |
| 4 | $345M | |
| 5 | $306M |
Top Sells
| 1 | $1.38B | |
| 2 | $891M | |
| 3 | $795M | |
| 4 | $790M | |
| 5 | $712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.5% |
| 3 | Industrials | 12.37% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.89% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $169K | 0% | 36,854 -841 | -2% | -$3.86K | |||
| $117K | 0% | 18,488 +7,895 | +75% | +$50.1K | |||
| $108K | 0% | 17,315 -394 | -2% | -$2.46K | |||
| $68.7K | 0% | 12,498 +1,136 | +10% | +$6.25K | |||
| $0 | 0% | 0 -2,595,954 | Closed | – | |||
| $0 | 0% | 0 -32,403 | Closed | – | |||
| $0 | 0% | 0 -15,530 | Closed | – | |||
| $0 | 0% | 0 -7,072,140 | Closed | – | |||
| $0 | 0% | 0 -34,419 | Closed | – | |||
| $0 | 0% | 0 -507,866 | Closed | – | |||
| $0 | 0% | 0 -494,497 | Closed | – | |||
| $0 | 0% | 0 -4,686 | Closed | – | |||
| $0 | 0% | 0 -3,372,817 | Closed | – | |||
| $0 | 0% | 0 -159,070 | Closed | – | |||
| $0 | 0% | 0 -5,235 | Closed | – | |||
| $0 | 0% | 0 -221,417 | Closed | – | |||
| $0 | 0% | 0 -2,039,144 | Closed | – | |||
| $0 | 0% | 0 -17,075 | Closed | – | |||
| $0 | 0% | 0 -264,513 | Closed | – | |||
| $0 | 0% | 0 -1,699,885 | Closed | – | |||
| $0 | 0% | 0 -5,737 | Closed | – | |||
| $0 | 0% | 0 -1,357,241 | Closed | – | |||
| $0 | 0% | 0 -99,598 | Closed | – | |||
| $0 | 0% | 0 -1,674,000 | Closed | – | |||
| $0 | 0% | 0 -1,099,517 | Closed | – |
