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 |
Altria Group
MO
|
$345M |
| 2 |
Aon
AON
|
$335M |
| 3 |
Analog Devices
ADI
|
$290M |
| 4 |
Duke Energy
DUK
|
$288M |
| 5 |
Microsoft
MSFT
|
$278M |
Top Sells
| 1 |
Accenture
ACN
|
$506M |
| 2 |
Visa
V
|
$488M |
| 3 |
JPMorgan Chase
JPM
|
$413M |
| 4 |
Thermo Fisher Scientific
TMO
|
$408M |
| 5 |
Broadcom
AVGO
|
$365M |
Sector Composition
| 1 | Financials | 21.68% |
| 2 | Technology | 16.42% |
| 3 | Healthcare | 14.57% |
| 4 | Industrials | 13.17% |
| 5 | Communication Services | 8.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
HUB Group
HUBG
$2.27B
| – | – |
-16,534
| Closed | -$792K |
|
902
HubSpot
HUBS
$24.9B
| – | – |
-112,636
| Closed | -$9.96M |
|
903
IAC Inc
IAC
$2.91B
| – | – |
-2,521
| Closed | -$308K |
|
904
Illumina
ILMN
$15.2B
| – | – |
-21,738
| Closed | -$4.75M |
|
905
iShares Russell 1000 Value ETF
IWD
$63.2B
| – | – |
-146,129
| Closed | -$18.2M |
|
906
iShares Russell 1000 Growth ETF
IWF
$117B
| – | – |
-4,606
| Closed | -$620K |
|