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 | +$1.1B | |
| 2 | +$532M | |
| 3 | +$495M | |
| 4 |
KLA
KLAC
|
+$481M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$438M |
Top Sells
| 1 | +$776M | |
| 2 | +$605M | |
| 3 | +$542M | |
| 4 |
Johnson & Johnson
JNJ
|
+$535M |
| 5 |
Aon
AON
|
+$455M |
Sector Composition
| 1 | Technology | 18.96% |
| 2 | Financials | 18.85% |
| 3 | Healthcare | 16.52% |
| 4 | Industrials | 13.11% |
| 5 | Communication Services | 7.08% |