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 |
Boeing
BA
|
$1.35B |
| 2 |
Flutter Entertainment
FLUT
|
$828M |
| 3 |
Mondelez International
MDLZ
|
$595M |
| 4 |
KKR & Co
KKR
|
$552M |
| 5 |
Salesforce
CRM
|
$548M |
Top Sells
| 1 |
Charter Communications
CHTR
|
$979M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$744M |
| 3 |
Accenture
ACN
|
$735M |
| 4 |
Boston Scientific
BSX
|
$724M |
| 5 |
Eaton
ETN
|
$527M |
Sector Composition
| 1 | Technology | 22.22% |
| 2 | Financials | 19.01% |
| 3 | Healthcare | 13.21% |
| 4 | Industrials | 12.85% |
| 5 | Consumer Discretionary | 6.98% |
