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 | +$525M | |
| 2 | +$487M | |
| 3 | +$410M | |
| 4 |
Moody's
MCO
|
+$269M |
| 5 |
J.M. Smucker
SJM
|
+$240M |
Top Sells
| 1 | +$968M | |
| 2 | +$418M | |
| 3 | +$326M | |
| 4 |
Accenture
ACN
|
+$303M |
| 5 |
Wells Fargo
WFC
|
+$220M |
Sector Composition
| 1 | Healthcare | 17.91% |
| 2 | Financials | 17.25% |
| 3 | Technology | 13.92% |
| 4 | Industrials | 13.59% |
| 5 | Communication Services | 8.66% |