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 |
Tesla
TSLA
|
$2.31B |
| 2 |
Atlassian
TEAM
|
$687M |
| 3 |
Autodesk
ADSK
|
$682M |
| 4 |
Netflix
NFLX
|
$663M |
| 5 |
Boeing
BA
|
$620M |
Top Sells
| 1 |
Microsoft
MSFT
|
$1.37B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.24B |
| 3 |
Visa
V
|
$898M |
| 4 |
Cadence Design Systems
CDNS
|
$791M |
| 5 |
JPMorgan Chase
JPM
|
$745M |
Sector Composition
| 1 | Technology | 22.04% |
| 2 | Financials | 20.25% |
| 3 | Industrials | 12.49% |
| 4 | Healthcare | 11.1% |
| 5 | Consumer Discretionary | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
926
Victoria's Secret
VSCO
$1.84B
| – | – | -36,016 | Closed | -$926K |
|
927
Vesta Real Estate
VTMX
$2.32B
| – | – | -340,283 | Closed | -$9.17M |
|
928
West Pharmaceutical
WST
$17.8B
| – | – | -577,417 | Closed | -$173M |
|
929
Corpay
CPAY
$23B
| – | – | -182,960 | Closed | -$57.2M |
|
|
AMTM
930
Amentum Holdings, Inc.
AMTM
$6.07B
| – | – | -1,228,298 | Closed | -$39.6M |
|
|
ALTR
931
DELISTED
Altair Engineering Inc. Class A Common Stock
ALTR
| – | – | -392,343 | Closed | -$37.5M |
|
|
PRMW
932
DELISTED
Primo Water Corporation
PRMW
| – | – | -189,478 | Closed | -$4.78M |
|