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 | +$889M | |
| 2 | +$731M | |
| 3 | +$612M | |
| 4 |
Wells Fargo
WFC
|
+$472M |
| 5 |
LPL Financial
LPLA
|
+$347M |
Top Sells
| 1 | +$1.05B | |
| 2 | +$948M | |
| 3 | +$578M | |
| 4 |
Canadian Pacific Kansas City
CP
|
+$515M |
| 5 |
Eli Lilly
LLY
|
+$482M |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Financials | 20.58% |
| 3 | Industrials | 13.15% |
| 4 | Healthcare | 11.03% |
| 5 | Consumer Discretionary | 7.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
926
Vivid Seats
SEAT
$76.6M
| – | – |
-95,922
|
|
||
927
Sweetgreen
SG
$887M
| – | – |
-2,514,316
|
|
||
928
SLB Limited
SLB
$48.7B
| – | – |
-5,353
|
|
||
929
Scorpio Tankers
STNG
$2.78B
| – | – |
-8,115
|
|
||
930
State Street
STT
$33.1B
| – | – |
-2,299
|
|
||
|
SWTX
931
DELISTED
SpringWorks Therapeutics
SWTX
| – | – |
-354,505
|
|
||
932
TaskUs
TASK
$1.2B
| – | – |
-285,276
|
|
||
933
Woodside Energy
WDS
$27.6B
| – | – |
-247,444
|
|
||
934
Wintrust Financial
WTFC
$8.57B
| – | – |
-295,380
|
|
||
935
Wolverine World Wide
WWW
$2.14B
| – | – |
-103,906
|
|
||
|
X
936
DELISTED
US Steel
X
| – | – |
-5,440,069
|
|
||
937
Zimmer Biomet
ZBH
$19.7B
| – | – |
-1,000,811
|
|
||
938
ZipRecruiter
ZIP
$377M
| – | – |
-142,164
|
|
||
939
Zumiez
ZUMZ
$359M
| – | – |
-477,064
|
|
||
|
PRMB
940
Primo Brands
PRMB
$8.38B
| – | – |
-169,013
|
|
||
|
BERY
941
DELISTED
Berry Global Group, Inc.
BERY
| – | – |
-1,991,311
|
|
||
|
SASR
942
DELISTED
Sandy Spring Bancorp Inc
SASR
| – | – |
-915,462
|
|