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 | +$2.54B | |
| 2 | +$500M | |
| 3 | +$489M | |
| 4 |
Danaher
DHR
|
+$487M |
| 5 |
Monster Beverage
MNST
|
+$438M |
Top Sells
| 1 | +$1.9B | |
| 2 | +$1.65B | |
| 3 | +$1.63B | |
| 4 |
NVIDIA
NVDA
|
+$850M |
| 5 |
Mondelez International
MDLZ
|
+$738M |
Sector Composition
| 1 | Technology | 23.02% |
| 2 | Financials | 19.96% |
| 3 | Industrials | 12.58% |
| 4 | Healthcare | 11.72% |
| 5 | Consumer Discretionary | 7.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Chevron
CVX
$374B
| $1.15B | 0.37% |
7,567,858
-1,557,877
|
|
||
77
Humana
HUM
$21.8B
| $1.15B | 0.37% |
4,496,775
+1,008,514
|
|
||
78
Hilton Worldwide
HLT
$70.1B
| $1.14B | 0.37% |
3,967,117
-100,377
|
|
||
79
RB Global
RBA
$18.7B
| $1.12B | 0.36% |
10,892,186
+165,260
|
|
||
80
PepsiCo
PEP
$225B
| $1.11B | 0.36% |
7,701,362
-493,071
|
|
||
81
Texas Instruments
TXN
$184B
| $1.1B | 0.36% |
6,344,486
-406,820
|
|
||
82
Qiagen
QGEN
$9.82B
| $1.09B | 0.35% |
24,205,881
+264,921
|
|
||
83
Steris
STE
$23.9B
| $1.07B | 0.35% |
4,218,307
-627,817
|
|
||
84
GE Aerospace
GE
$350B
| $1.06B | 0.34% |
3,435,764
-145,128
|
|
||
85
GE Vernova
GEV
$227B
| $1.06B | 0.34% |
1,616,649
-302,310
|
|
||
86
Vistra
VST
$54.8B
| $1.05B | 0.34% |
6,530,095
-576,370
|
|
||
87
Caterpillar
CAT
$336B
| $1.05B | 0.34% |
1,835,924
+5,510
|
|
||
88
Canadian National Railway
CNI
$68B
| $1.05B | 0.34% |
10,584,719
-1,076,172
|
|
||
89
Autodesk
ADSK
$53.7B
| $1.04B | 0.34% |
3,509,562
-34,958
|
|
||
90
Goldman Sachs
GS
$259B
| $1.02B | 0.33% |
1,160,528
-162,939
|
|
||
91
Northrop Grumman
NOC
$108B
| $1B | 0.32% |
1,762,358
-62,892
|
|
||
92
Waters Corp
WAT
$30.6B
| $997M | 0.32% |
2,624,715
-64,978
|
|
||
|
93
Danaher
DHR
$144B
| $992M | 0.32% |
4,333,056
+2,216,789
|
|
||
94
Shopify
SHOP
$159B
| $949M | 0.31% |
5,892,833
+356,008
|
|
||
95
Equifax
EFX
$24.8B
| $943M | 0.3% |
4,344,531
+1,145,921
|
|
||
96
Ares Management
ARES
$24.8B
| $922M | 0.3% |
5,705,599
+1,187,174
|
|
||
97
Boston Scientific
BSX
$110B
| $866M | 0.28% |
9,085,528
-1,281,765
|
|
||
98
Illinois Tool Works
ITW
$82.4B
| $859M | 0.28% |
3,488,816
-247,194
|
|
||
99
Guidewire Software
GWRE
$12.9B
| $856M | 0.28% |
4,258,486
-557,620
|
|
||
100
Elevance Health
ELV
$62.7B
| $828M | 0.27% |
2,360,858
-79,772
|
|