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 |
Chevron
CVX
|
$686M |
| 2 |
RTX Corp
RTX
|
$583M |
| 3 |
Elevance Health
ELV
|
$467M |
| 4 |
TransUnion
TRU
|
$411M |
| 5 |
AbbVie
ABBV
|
$370M |
Top Sells
| 1 |
Thermo Fisher Scientific
TMO
|
$1.18B |
| 2 |
HES
Hess
HES
|
$564M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$522M |
| 4 |
Sherwin-Williams
SHW
|
$440M |
| 5 |
Microsoft
MSFT
|
$428M |
Sector Composition
| 1 | Technology | 21.5% |
| 2 | Financials | 18.86% |
| 3 | Healthcare | 13.08% |
| 4 | Industrials | 12.95% |
| 5 | Communication Services | 6.98% |