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 |
Sherwin-Williams
SHW
|
$1.56B |
| 2 |
Canadian Pacific Kansas City
CP
|
$1.29B |
| 3 |
CoStar Group
CSGP
|
$637M |
| 4 |
Morgan Stanley
MS
|
$457M |
| 5 |
Progressive
PGR
|
$403M |
Top Sells
| 1 |
KSU
Kansas City Southern
KSU
|
$789M |
| 2 |
Comcast
CMCSA
|
$557M |
| 3 |
Goldman Sachs
GS
|
$476M |
| 4 |
US Bancorp
USB
|
$423M |
| 5 |
PRAH
PRA Health Sciences, Inc.
PRAH
|
$399M |
Sector Composition
| 1 | Technology | 21.3% |
| 2 | Financials | 18.56% |
| 3 | Healthcare | 14.94% |
| 4 | Industrials | 13.17% |
| 5 | Communication Services | 8.79% |