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 | +$889M | |
| 2 | +$731M | |
| 3 | +$612M | |
| 4 |
Wells Fargo
WFC
|
+$472M |
| 5 |
LPL Financial
LPLA
|
+$347M |
Top Sells
| 1 | +$1.05B | |
| 2 | +$948M | |
| 3 | +$578M | |
| 4 |
Canadian Pacific Kansas City
CP
|
+$515M |
| 5 |
Eli Lilly
LLY
|
+$482M |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Financials | 20.58% |
| 3 | Industrials | 13.15% |
| 4 | Healthcare | 11.03% |
| 5 | Consumer Discretionary | 7.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vistra
VST
$71.4B
| $1.2B | 0.38% |
6,175,553
+258,983
|
|
||
77
Qiagen
QGEN
$10.3B
| $1.18B | 0.37% |
24,525,073
-776,274
|
|
||
78
Salesforce
CRM
$225B
| $1.18B | 0.37% |
4,316,629
-2,121,212
|
|
||
79
CRH
CRH
$79.5B
| $1.18B | 0.37% |
12,803,346
+2,499,558
|
|
||
80
Cheniere Energy
LNG
$49.5B
| $1.14B | 0.36% |
4,687,388
+26,843
|
|
||
81
Goldman Sachs
GS
$237B
| $1.14B | 0.36% |
1,604,822
-254,178
|
|
||
82
Fiserv
FI
$65.8B
| $1.13B | 0.36% |
6,547,478
-1,736,955
|
|
||
83
Blackrock
BLK
$186B
| $1.12B | 0.36% |
1,070,435
+73,665
|
|
||
84
PACCAR
PCAR
$50B
| $1.1B | 0.35% |
11,543,156
-211,783
|
|
||
85
Check Point Software Technologies
CHKP
$20.4B
| $1.07B | 0.34% |
4,853,288
-90,819
|
|
||
86
RB Global
RBA
$19.5B
| $1.06B | 0.34% |
10,021,503
-219,683
|
|
||
87
GE Vernova
GEV
$168B
| $1.06B | 0.34% |
1,996,019
+59,001
|
|
||
88
Mondelez International
MDLZ
$79.8B
| $1.04B | 0.33% |
15,491,048
-1,581,428
|
|
||
89
Chevron
CVX
$306B
| $989M | 0.31% |
6,907,452
-293,840
|
|
||
90
Hilton Worldwide
HLT
$62.4B
| $986M | 0.31% |
3,700,507
-1,135,923
|
|
||
91
Thermo Fisher Scientific
TMO
$199B
| $950M | 0.3% |
2,342,780
-53,252
|
|
||
92
Trane Technologies
TT
$94B
| $949M | 0.3% |
2,168,790
+92,029
|
|
||
93
Wabtec
WAB
$33.7B
| $941M | 0.3% |
4,497,166
-222,371
|
|
||
94
Illinois Tool Works
ITW
$72.2B
| $939M | 0.3% |
3,797,055
+415,982
|
|
||
95
Northrop Grumman
NOC
$87.2B
| $929M | 0.29% |
1,858,575
-77,159
|
|
||
96
Autodesk
ADSK
$65B
| $923M | 0.29% |
2,980,384
-19,884
|
|
||
|
97
LPL Financial
LPLA
$26.3B
| $916M | 0.29% |
2,442,182
+926,122
|
|
||
98
Vulcan Materials
VMC
$40B
| $916M | 0.29% |
3,510,786
-21,836
|
|
||
99
Northern Trust
NTRS
$24.8B
| $915M | 0.29% |
7,214,278
-635,810
|
|
||
100
Elevance Health
ELV
$78.7B
| $906M | 0.29% |
2,328,610
-98,218
|
|