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
$567M | |
$383M | |
$351M | |
$345M | |
$306M |
Top Sells
$1.38B | |
$891M | |
$795M | |
$790M | |
$712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.5% |
| 3 | Industrials | 12.37% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.89% |
| # | Name | Market Value | Shares or Principal | Shares Change % | Capital Flow | Portfolio Weight | |
|---|---|---|---|---|---|---|---|
| $1.15B | 4,809,100 -172,504 | -3% | -$41.1M | 0.38% | |||
| $1.14B | 11,754,939 +987,805 | +9% | +$96.2M | 0.38% | |||
| $1.13B | 4,944,107 -315,505 | -6% | -$71.9M | 0.37% | |||
| $1.11B | 5,358,309 +89,093 | +2% | +$18.5M | 0.37% | |||
| $1.1B | 4,836,430 +364,307 | +8% | +$82.9M | 0.37% | |||
| $1.08B | 4,660,545 +534,033 | +13% | +$124M | 0.36% | |||
| $1.06B | 2,426,828 -62,083 | -2% | -$27M | 0.35% | |||
| $1.03B | 10,241,186 +352,530 | +4% | +$35.4M | 0.34% | |||
| $1.02B | 25,301,347 -17,985 | -0.1% | -$722K | 0.34% | |||
| $1.02B | 1,859,000 -756,876 | -29% | -$413M | 0.34% | |||
| $1.01B | 14,369,089 -1,199,460 | -8% | -$84.2M | 0.34% | |||
| $992M | 2,873,049 -60,939 | -2% | -$21M | 0.33% | |||
| $991M | 1,935,734 -198,977 | -9% | -$102M | 0.33% | |||
| $982M | 2,024,908 -263,590 | -12% | -$128M | 0.33% | |||
| $966M | 5,157,195 +720,322 | +16% | +$135M | 0.32% | |||
| $943M | 996,770 -25,805 | -3% | -$24.4M | 0.31% | |||
| $906M | 10,303,788 +3,108,416 | +43% | +$273M | 0.3% | |||
| $858M | 3,521,623 -225,599 | -6% | -$54.9M | 0.29% | |||
| $857M | 11,472,260 -2,234,662 | -16% | -$167M | 0.28% | |||
| $856M | 4,719,537 -16,196 | -0.3% | -$2.94M | 0.28% | |||
| $841M | 14,130,993 -158,133 | -1% | -$9.41M | 0.28% | |||
| $839M | 3,381,073 -83,012 | -2% | -$20.6M | 0.28% | |||
| $836M | 583,812 +147,904 | +34% | +$212M | 0.28% | |||
| $826M | 21,320,772 -1,987,283 | -9% | -$76.9M | 0.27% | |||
| $824M | 3,532,622 -416,153 | -11% | -$97.1M | 0.27% |
