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
| Rank | Stock | Value |
|---|---|---|
| 1 |
Boeing
BA
|
+$1.44B |
| 2 |
Flutter Entertainment
FLUT
|
+$895M |
| 3 |
Mondelez International
MDLZ
|
+$620M |
| 4 |
Salesforce
CRM
|
+$525M |
| 5 |
KKR & Co
KKR
|
+$504M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Charter Communications
CHTR
|
+$979M |
| 2 |
Accenture
ACN
|
+$773M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$705M |
| 4 |
Boston Scientific
BSX
|
+$680M |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$506M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 22.15% |
| 2 | Financials | 18.98% |
| 3 | Healthcare | 13.19% |
| 4 | Industrials | 12.82% |
| 5 | Consumer Discretionary | 6.97% |
Similar funds
Massachusetts Financial Services's Q1 2024 Portfolio in Review
As of Q1 2024, Massachusetts Financial Services held 895 positions worth $335B, up 8.1% from $310B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
Massachusetts Financial Services's Q1 2024 filing shows 61 new, 308 increased, 466 reduced and 55 closed positions. Its largest new stake was Flutter Entertainment: 4,192,898 shares worth $828M. The largest sale was Charter Communications, an estimated $979M.
By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 21% a quarter earlier, followed by Financials and Healthcare.
- Massachusetts Financial Services's largest Q1 2024 buy was Flutter Entertainment: 4,192,898 shares worth $828M.
- Massachusetts Financial Services added most to Boeing in Q1 2024, an estimated $1.44B increase.
- Massachusetts Financial Services's biggest Q1 2024 reduction was Accenture, cutting an estimated $773M.
- Massachusetts Financial Services fully exited Charter Communications in Q1 2024, selling an estimated $979M.
- Massachusetts Financial Services's ten largest holdings make up 20% of its $335B portfolio in Q1 2024.
- Massachusetts Financial Services opened 61 new positions and closed 55 in Q1 2024.
- Massachusetts Financial Services's portfolio value rose 8.1% quarter-over-quarter to $335B.
Based on Massachusetts Financial Services's 13F filing for Q1 2024, filed 14 May 2024.