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 |
Boston Scientific
BSX
|
$1.3B |
| 2 |
Progressive
PGR
|
$794M |
| 3 |
Morgan Stanley
MS
|
$701M |
| 4 |
Icon
ICLR
|
$474M |
| 5 |
Fiserv
FI
|
$462M |
Top Sells
| 1 |
Zimmer Biomet
ZBH
|
$912M |
| 2 |
State Street
STT
|
$775M |
| 3 |
Accenture
ACN
|
$578M |
| 4 |
Alibaba
BABA
|
$562M |
| 5 |
Goldman Sachs
GS
|
$480M |
Sector Composition
| 1 | Technology | 21.43% |
| 2 | Financials | 18.37% |
| 3 | Healthcare | 14.91% |
| 4 | Industrials | 13.45% |
| 5 | Communication Services | 8.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
OrthoPediatrics
KIDS
$524M
| – | – |
-660,439
| Closed | -$27.2M |
|
952
Lennar Class A
LEN
$34.7B
| – | – |
-3,673
| Closed | -$280K |
|
953
Levi Strauss
LEVI
$8.91B
| – | – |
-38,809
| Closed | -$779K |
|
954
Lincoln National
LNC
$8.21B
| – | – |
-49,032
| Closed | -$2.47M |
|
955
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.4B
| – | – |
-12,900
| Closed | -$1.78M |
|
956
Seres Therapeutics
MCRB
$162M
| – | – |
-27,870
| Closed | -$683K |
|
957
MillerKnoll
MLKN
$1.41B
| – | – |
-21,706
| Closed | -$734K |
|
958
Mersana Therapeutics
MRSN
$34.8M
| – | – |
-29,724
| Closed | -$791K |
|
959
Navient
NAVI
$1.36B
| – | – |
-20,647
| Closed | -$203K |
|
960
Omeros
OMER
$284M
| – | – |
-14,195
| Closed | -$203K |
|
961
Principal Financial Group
PFG
$17.9B
| – | – |
-36,038
| Closed | -$1.79M |
|
962
Planet Fitness
PLNT
$8.55B
| – | – |
-25,740
| Closed | -$2M |
|
963
Prudential Financial
PRU
$37.8B
| – | – |
-61,194
| Closed | -$4.78M |
|
964
CarParts.com
PRTS
$62.9M
| – | – |
-143,585
| Closed | -$1.78M |
|
965
RAPT Therapeutics
RAPT
$187M
| – | – |
-15,456
| Closed | -$305K |
|
966
RELX
RELX
$83.7B
| – | – |
-26,603
| Closed | -$656K |
|
967
Resideo Technologies
REZI
$5.03B
| – | – |
-12,165
| Closed | -$259K |
|
968
Range Resources
RRC
$8.18B
| – | – |
-45,964
| Closed | -$308K |
|
969
Schrodinger
SDGR
$1.42B
| – | – |
-274,512
| Closed | -$21.7M |
|
970
Surgery Partners
SGRY
$2.89B
| – | – |
-64,173
| Closed | -$1.86M |
|
971
SelectQuote
SLQT
$366M
| – | – |
-845,718
| Closed | -$17.5M |
|
972
Snowflake
SNOW
$76.5B
| – | – |
-292,301
| Closed | -$82.3M |
|
973
TD Synnex
SNX
$12.2B
| – | – |
-7,947
| Closed | -$647K |
|
974
Steel Dynamics
STLD
$19.1B
| – | – |
-20,284
| Closed | -$748K |
|
975
Smith & Wesson
SWBI
$355M
| – | – |
-10,879
| Closed | -$193K |
|