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 |
Boston Scientific
BSX
|
+$1.3B |
| 2 |
Progressive
PGR
|
+$794M |
| 3 |
Morgan Stanley
MS
|
+$701M |
| 4 |
Icon
ICLR
|
+$474M |
| 5 |
Fiserv
FI
|
+$462M |
Top Sells
| 1 |
Zimmer Biomet
ZBH
|
+$912M |
| 2 |
State Street
STT
|
+$775M |
| 3 |
Accenture
ACN
|
+$578M |
| 4 |
Alibaba
BABA
|
+$562M |
| 5 |
Goldman Sachs
GS
|
+$480M |
Sector Composition
| 1 | Technology | 21.43% |
| 2 | Financials | 18.37% |
| 3 | Healthcare | 14.91% |
| 4 | Industrials | 13.45% |
| 5 | Communication Services | 8.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
EIGR
901
DELISTED
Eiger BioPharmaceuticals, Inc.
EIGR
| $278K | ﹤0.01% |
1,049
-124
| -11% | -$32.9K |
|
902
CVS Health
CVS
$91B
| $267K | ﹤0.01% |
3,552
-10,720
| -75% | -$806K |
|
903
Voyager Therapeutics
VYGR
$222M
| $258K | ﹤0.01% |
54,878
-57,705
| -51% | -$271K |
|
|
BBBY
904
DELISTED
Bed Bath & Beyond Inc
BBBY
| $239K | ﹤0.01% |
+8,198
| New | +$239K |
|
|
PLAN
905
DELISTED
Anaplan, Inc.
PLAN
| $230K | ﹤0.01% |
+4,269
| New | +$230K |
|
906
American Axle
AXL
$711M
| $221K | ﹤0.01% |
+22,923
| New | +$221K |
|
907
Helmerich & Payne
HP
$1.99B
| $214K | ﹤0.01% |
+7,923
| New | +$214K |
|
908
Opko Health
OPK
$1.12B
| $189K | ﹤0.01% |
44,170
-5,235
| -11% | -$22.4K |
|
909
Suzano
SUZ
$11.8B
| $125K | ﹤0.01% |
10,216
-322
| -3% | -$3.94K |
|
910
Zscaler
ZS
$44B
| – | – |
-1,133
| Closed | -$226K |
|
|
LOGC
911
DELISTED
ContextLogic
LOGC
| – | – |
-15,000
| Closed | -$8.21M |
|
912
American Financial Group
AFG
$11.5B
| – | – |
-47,161
| Closed | -$4.13M |
|
913
Allegro MicroSystems
ALGM
$5.72B
| – | – |
-500,000
| Closed | -$13.3M |
|
914
Kennametal
KMT
$1.6B
| – | – |
-680,704
| Closed | -$24.7M |
|
915
Alarm.com
ALRM
$2.81B
| – | – |
-6,252
| Closed | -$647K |
|
916
Amcor
AMCR
$18.9B
| – | – |
-798,721
| Closed | -$9.4M |
|
917
ATN International
ATNI
$240M
| – | – |
-19,612
| Closed | -$819K |
|
918
Bandwidth Inc
BAND
$470M
| – | – |
-2,750
| Closed | -$423K |
|
919
Brighthouse Financial
BHF
$2.79B
| – | – |
-25,396
| Closed | -$919K |
|
920
Baidu
BIDU
$37.3B
| – | – |
-937,250
| Closed | -$203M |
|
921
BJs Wholesale Club
BJ
$12.8B
| – | – |
-1,024,784
| Closed | -$38.2M |
|
|
BLUE
922
DELISTED
bluebird bio
BLUE
| – | – |
-34,661
| Closed | -$19.4M |
|
923
B2Gold
BTG
$5.6B
| – | – |
-129,083
| Closed | -$723K |
|
924
Cimpress
CMPR
$1.53B
| – | – |
-3,723
| Closed | -$327K |
|
925
CONMED
CNMD
$1.67B
| – | – |
-5,346
| Closed | -$599K |
|