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 |
Comcast
CMCSA
|
$1.19B |
| 2 |
Abbott
ABT
|
$783M |
| 3 |
Pfizer
PFE
|
$358M |
| 4 |
Biogen
BIIB
|
$354M |
| 5 |
KSU
Kansas City Southern
KSU
|
$316M |
Top Sells
| 1 |
STJ
St Jude Medical
STJ
|
$1.45B |
| 2 |
Merck
MRK
|
$759M |
| 3 |
NVIDIA
NVDA
|
$309M |
| 4 |
W.W. Grainger
GWW
|
$261M |
| 5 |
Oracle
ORCL
|
$254M |
Sector Composition
| 1 | Financials | 19.68% |
| 2 | Healthcare | 16.14% |
| 3 | Technology | 14.43% |
| 4 | Industrials | 13.26% |
| 5 | Communication Services | 8.55% |