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 |
Honeywell
HON
|
$3.14B |
| 2 |
Linde
LIN
|
$2.34B |
| 3 |
Cigna
CI
|
$275M |
| 4 |
Illinois Tool Works
ITW
|
$242M |
| 5 |
Stanley Black & Decker
SWK
|
$212M |
Top Sells
| 1 |
ESRX
Express Scripts Holding Company
ESRX
|
$562M |
| 2 |
Thermo Fisher Scientific
TMO
|
$473M |
| 3 |
Abbott
ABT
|
$358M |
| 4 |
Accenture
ACN
|
$313M |
| 5 |
Coty
COTY
|
$282M |
Sector Composition
| 1 | Financials | 20.3% |
| 2 | Technology | 16.84% |
| 3 | Healthcare | 16.26% |
| 4 | Industrials | 13.27% |
| 5 | Communication Services | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ESRX
901
DELISTED
Express Scripts Holding Company
ESRX
| – | – |
-5,917,082
| Closed | -$562M |
|
|
EGN
902
DELISTED
Energen
EGN
| – | – |
-1,054,853
| Closed | -$90.9M |
|
|
PX
903
DELISTED
Praxair Inc
PX
| – | – |
-1,380,386
| Closed | -$222M |
|
|
PF
904
DELISTED
Pinnacle Foods, Inc.
PF
| – | – |
-9,616
| Closed | -$624K |
|
|
ETP
905
DELISTED
Energy Transfer Partners, L.P.
ETP
| – | – |
-1,972,711
| Closed | -$43.9M |
|
|
ANDV
906
DELISTED
Andeavor
ANDV
| – | – |
-737,134
| Closed | -$113M |
|
|
BEAT
907
DELISTED
BioTelemetry, Inc.
BEAT
| – | – |
-6,494
| Closed | -$419K |
|
908
Tactile Systems Technology
TCMD
$297M
| – | – |
-139,793
| Closed | -$9.93M |
|
909
Tenable Holdings
TENB
$3.74B
| – | – |
-288,116
| Closed | -$11.2M |
|
910
TIM SA
TIMB
$10.2B
| – | – |
-78,817
| Closed | -$1.14M |
|