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 |
Flutter Entertainment
FLUT
|
$849M |
| 2 |
Intuitive Surgical
ISRG
|
$559M |
| 3 |
CDW
CDW
|
$416M |
| 4 |
Philip Morris
PM
|
$408M |
| 5 |
PACCAR
PCAR
|
$325M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$1.92B |
| 2 |
TSMC
TSM
|
$789M |
| 3 |
Microsoft
MSFT
|
$708M |
| 4 |
JPMorgan Chase
JPM
|
$636M |
| 5 |
Eli Lilly
LLY
|
$561M |
Sector Composition
| 1 | Technology | 21.52% |
| 2 | Financials | 19.51% |
| 3 | Healthcare | 12.79% |
| 4 | Industrials | 12.47% |
| 5 | Consumer Discretionary | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
iShares Core MSCI EAFE ETF
IEFA
$150B
| – | – |
-117,199
| Closed | -$8.51M |
|
877
Lyell Immunopharma
LYEL
$233M
| – | – |
-28,866
| Closed | -$837K |
|
878
Mercado Libre
MELI
$123B
| – | – |
-745
| Closed | -$1.22M |
|
879
M/I Homes
MHO
$4.14B
| – | – |
-5,384
| Closed | -$658K |
|
880
Monro
MNRO
$530M
| – | – |
-532,763
| Closed | -$12.7M |
|
881
Molina Healthcare
MOH
$9.47B
| – | – |
-1,375
| Closed | -$409K |
|
882
Marathon Petroleum
MPC
$54.8B
| – | – |
-1,418
| Closed | -$246K |
|
883
MaxCyte
MXCT
$150M
| – | – |
-499,635
| Closed | -$1.96M |
|
884
Outset Medical
OM
$249M
| – | – |
-102,591
| Closed | -$5.92M |
|
885
Procore
PCOR
$10.5B
| – | – |
-586,997
| Closed | -$38.9M |
|
886
Polaris
PII
$3.33B
| – | – |
-48,309
| Closed | -$3.78M |
|
887
Park Hotels & Resorts
PK
$2.4B
| – | – |
-324,774
| Closed | -$4.87M |
|
888
LiveRamp
RAMP
$1.86B
| – | – |
-50,461
| Closed | -$1.56M |
|
889
Rapid7
RPD
$1.32B
| – | – |
-476,642
| Closed | -$20.6M |
|
890
Reliance Steel & Aluminium
RS
$15.7B
| – | – |
-6,696
| Closed | -$1.91M |
|
891
Simon Property Group
SPG
$59.5B
| – | – |
-2,666
| Closed | -$405K |
|
892
Steel Dynamics
STLD
$19.8B
| – | – |
-19,487
| Closed | -$2.52M |
|
893
State Street
STT
$32B
| – | – |
-2,982
| Closed | -$221K |
|
894
Taylor Morrison
TMHC
$7.1B
| – | – |
-28,162
| Closed | -$1.56M |
|
895
Titan International
TWI
$562M
| – | – |
-33,046
| Closed | -$245K |
|
896
Ulta Beauty
ULTA
$23.1B
| – | – |
-243,515
| Closed | -$94M |
|
897
Urban Outfitters
URBN
$6.35B
| – | – |
-99,121
| Closed | -$4.07M |
|
898
Warner Music
WMG
$17B
| – | – |
-1,354,793
| Closed | -$41.5M |
|
899
Y-mAbs Therapeutics
YMAB
$390M
| – | – |
-82,202
| Closed | -$993K |
|
900
Zeta Global
ZETA
$4.5B
| – | – |
-1,968,670
| Closed | -$34.7M |
|