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 |
Truist Financial
TFC
|
$1.06B |
| 2 |
FirstEnergy
FE
|
$697M |
| 3 |
Elanco Animal Health
ELAN
|
$452M |
| 4 |
Equifax
EFX
|
$439M |
| 5 |
Dollar General
DG
|
$289M |
Top Sells
| 1 |
Philip Morris
PM
|
$812M |
| 2 |
Interpublic Group of Companies
IPG
|
$511M |
| 3 |
DuPont de Nemours
DD
|
$330M |
| 4 |
Wells Fargo
WFC
|
$303M |
| 5 |
American Express
AXP
|
$234M |
Sector Composition
| 1 | Financials | 19.51% |
| 2 | Technology | 17.57% |
| 3 | Healthcare | 15.78% |
| 4 | Industrials | 14.01% |
| 5 | Communication Services | 7.65% |