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 |
Apple
AAPL
|
$804M |
| 2 |
Willis Towers Watson
WTW
|
$455M |
| 3 |
PACCAR
PCAR
|
$441M |
| 4 |
KKR & Co
KKR
|
$362M |
| 5 |
Progressive
PGR
|
$355M |
Top Sells
| 1 |
PRAH
PRA Health Sciences, Inc.
PRAH
|
$536M |
| 2 |
Goldman Sachs
GS
|
$308M |
| 3 |
Charter Communications
CHTR
|
$299M |
| 4 |
Danaher
DHR
|
$276M |
| 5 |
Global Payments
GPN
|
$272M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 19.04% |
| 3 | Healthcare | 15.31% |
| 4 | Industrials | 12.8% |
| 5 | Communication Services | 8.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
STAAR Surgical
STAA
$1.38B
| $212K | ﹤0.01% |
+1,650
| New | +$212K |
|
|
EIGR
902
DELISTED
Eiger BioPharmaceuticals, Inc.
EIGR
| $209K | ﹤0.01% |
1,044
-14
| -1% | -$2.8K |
|
903
Viant Technology
DSP
$167M
| $207K | ﹤0.01% |
+16,954
| New | +$207K |
|
904
Banco Macro
BMA
$3.77B
| – | – |
-83,673
| Closed | -$1.26M |
|
905
Alcoa
AA
$8.24B
| – | – |
-80,076
| Closed | -$2.95M |
|
906
Acco Brands
ACCO
$364M
| – | – |
-35,952
| Closed | -$310K |
|
907
Digital Turbine
APPS
$483M
| – | – |
-46,307
| Closed | -$3.52M |
|
908
Antero Resources
AR
$10.1B
| – | – |
-61,780
| Closed | -$929K |
|
909
Bank of New York Mellon
BK
$73.1B
| – | – |
-2,568,337
| Closed | -$132M |
|
910
Bentley Systems
BSY
$16.3B
| – | – |
-100,005
| Closed | -$6.48M |
|
911
Century Communities
CCS
$2.07B
| – | – |
-16,971
| Closed | -$1.13M |
|
912
COPT Defense Properties
CDP
$3.46B
| – | – |
-40,893
| Closed | -$1.15M |
|
913
Compass Minerals
CMP
$784M
| – | – |
-660,091
| Closed | -$39.1M |
|
914
Camping World
CWH
$1.12B
| – | – |
-63,267
| Closed | -$2.59M |
|
915
D.R. Horton
DHI
$54.2B
| – | – |
-590,223
| Closed | -$53.3M |
|
916
DraftKings
DKNG
$23.1B
| – | – |
-751,334
| Closed | -$39.2M |
|
917
FIVE9
FIVN
$2.06B
| – | – |
-28,600
| Closed | -$5.25M |
|
918
Forward Air
FWRD
$916M
| – | – |
-25,787
| Closed | -$2.31M |
|
919
StealthGas
GASS
$276M
| – | – |
-1,624,844
| Closed | -$4.57M |
|
920
Herc Holdings
HRI
$4.6B
| – | – |
-3,189
| Closed | -$357K |
|
921
Jefferies Financial Group
JEF
$13.1B
| – | – |
-205,094
| Closed | -$6.71M |
|
922
Liberty Energy
LBRT
$1.7B
| – | – |
-42,226
| Closed | -$598K |
|
923
Lennox International
LII
$20.3B
| – | – |
-436,648
| Closed | -$153M |
|
924
Lexicon Pharmaceuticals
LXRX
$396M
| – | – |
-151,659
| Closed | -$696K |
|
925
Lyft
LYFT
$6.91B
| – | – |
-419,846
| Closed | -$25.4M |
|