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% |
