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 | +$594M | |
| 2 | +$552M | |
| 3 | +$420M | |
| 4 |
Apple
AAPL
|
+$331M |
| 5 |
Texas Instruments
TXN
|
+$321M |
Top Sells
| 1 | +$392M | |
| 2 | +$351M | |
| 3 | +$345M | |
| 4 |
Walt Disney
DIS
|
+$341M |
| 5 |
Lockheed Martin
LMT
|
+$336M |
Sector Composition
| 1 | Financials | 18.75% |
| 2 | Healthcare | 16.69% |
| 3 | Industrials | 13.64% |
| 4 | Technology | 12.02% |
| 5 | Communication Services | 9.32% |