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 | +$1.12B | |
| 2 | +$376M | |
| 3 | +$323M | |
| 4 |
Check Point Software Technologies
CHKP
|
+$268M |
| 5 |
Bank of America
BAC
|
+$237M |
Top Sells
| 1 | +$1.05B | |
| 2 | +$793M | |
| 3 | +$479M | |
| 4 |
JPMorgan Chase
JPM
|
+$378M |
| 5 |
Truist Financial
TFC
|
+$274M |
Sector Composition
| 1 | Financials | 18.16% |
| 2 | Healthcare | 17.15% |
| 3 | Technology | 14.24% |
| 4 | Industrials | 13.91% |
| 5 | Communication Services | 8.71% |