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 |
Alphabet (Google) Class A
GOOGL
|
+$1.94B |
| 2 |
Comcast
CMCSA
|
+$1.4B |
| 3 |
Cooper Companies
COO
|
+$582M |
| 4 |
Zimmer Biomet
ZBH
|
+$559M |
| 5 |
DD
Du Pont De Nemours E I
DD
|
+$320M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class C
GOOG
|
+$1.89B |
| 2 |
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
|
+$1.32B |
| 3 |
McDonald's
MCD
|
+$711M |
| 4 |
Accenture
ACN
|
+$612M |
| 5 |
Walt Disney
DIS
|
+$516M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 18.77% |
| 2 | Healthcare | 17.87% |
| 3 | Technology | 13.49% |
| 4 | Industrials | 12.93% |
| 5 | Communication Services | 9.08% |
Similar funds
Massachusetts Financial Services's Q4 2015 Portfolio in Review
As of Q4 2015, Massachusetts Financial Services held 914 positions worth $187B, up 4.6% from $179B the previous quarter. Its ten largest holdings account for 19% of the portfolio.
Massachusetts Financial Services's Q4 2015 filing shows 50 new, 375 increased, 418 reduced and 66 closed positions. Its largest new stake was Alphabet (Google) Class A: 52,357,600 shares worth $2.04B. The largest sale was Alphabet (Google) Class C, an estimated $1.89B.
By sector, the portfolio is most concentrated in Financials at 19% of assets, down from 19% a quarter earlier, followed by Healthcare and Technology.
- Massachusetts Financial Services's largest Q4 2015 buy was Alphabet (Google) Class A: 52,357,600 shares worth $2.04B.
- Massachusetts Financial Services added most to Comcast in Q4 2015, an estimated $1.4B increase.
- Massachusetts Financial Services's biggest Q4 2015 reduction was Alphabet (Google) Class C, cutting an estimated $1.89B.
- Massachusetts Financial Services fully exited COMCAST CORP SPL A (NEW) in Q4 2015, selling an estimated $1.32B.
- Massachusetts Financial Services's ten largest holdings make up 19% of its $187B portfolio in Q4 2015.
- Massachusetts Financial Services opened 50 new positions and closed 66 in Q4 2015.
- Massachusetts Financial Services's portfolio value rose 4.6% quarter-over-quarter to $187B.
Based on Massachusetts Financial Services's 13F filing for Q4 2015, filed 12 Feb 2016.