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 | $567M | |
| 2 | $383M | |
| 3 | $351M | |
| 4 | $345M | |
| 5 | $306M |
Top Sells
| 1 | $1.38B | |
| 2 | $891M | |
| 3 | $795M | |
| 4 | $790M | |
| 5 | $712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.5% |
| 3 | Industrials | 12.37% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.89% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -505,266 | Closed | – | |||
| $0 | 0% | 0 -233,008 | Closed | – | |||
| $0 | 0% | 0 -107,431 | Closed | – | |||
| $0 | 0% | 0 -21,341 | Closed | – | |||
| $0 | 0% | 0 -826,386 | Closed | – | |||
| $0 | 0% | 0 -515,839 | Closed | – | |||
| $0 | 0% | 0 -101,468 | Closed | – | |||
| $0 | 0% | 0 -52,512 | Closed | – | |||
| $0 | 0% | 0 -590,563 | Closed | – | |||
| $0 | 0% | 0 -439,098 | Closed | – | |||
| $0 | 0% | 0 -3,527 | Closed | – | |||
| $0 | 0% | 0 -930,866 | Closed | – | |||
| $0 | 0% | 0 | – | – | |||
| $0 | 0% | 0 -9,402 | Closed | – | |||
| $0 | 0% | 0 -76,846 | Closed | – | |||
| $0 | 0% | 0 -7,024 | Closed | – | |||
| $0 | 0% | 0 -964,707 | Closed | – | |||
| $0 | 0% | 0 -13,205 | Closed | – | |||
| $0 | 0% | 0 -36,778 | Closed | – | |||
| $0 | 0% | 0 -1,711,743 | Closed | – | |||
| $0 | 0% | 0 -13,783 | Closed | – | |||
| $0 | 0% | 0 -1,192,285 | Closed | – | |||
| $0 | 0% | 0 -3,091,215 | Closed | – | |||
| $0 | 0% | 0 -579,067 | Closed | – | |||
| $0 | 0% | 0 -560,049 | Closed | – |
