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 |
NVIDIA
NVDA
|
$9.09B |
| 2 |
Exxon Mobil
XOM
|
$1.63B |
| 3 |
Amphenol
APH
|
$639M |
| 4 |
Chipotle Mexican Grill
CMG
|
$635M |
| 5 |
Qualcomm
QCOM
|
$607M |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
$1.69B |
| 2 |
Comcast
CMCSA
|
$1.26B |
| 3 |
Boston Scientific
BSX
|
$1.14B |
| 4 |
Flutter Entertainment
FLUT
|
$828M |
| 5 |
Visa
V
|
$767M |
Sector Composition
| 1 | Technology | 23.99% |
| 2 | Financials | 18.51% |
| 3 | Healthcare | 12.55% |
| 4 | Industrials | 12.28% |
| 5 | Consumer Discretionary | 6.45% |