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 | +$890M | |
| 2 | +$686M | |
| 3 | +$595M | |
| 4 |
Honeywell
HON
|
+$425M |
| 5 |
Salesforce
CRM
|
+$422M |
Top Sells
| 1 | +$3.06B | |
| 2 | +$1.13B | |
| 3 | +$705M | |
| 4 |
Johnson & Johnson
JNJ
|
+$688M |
| 5 |
Aptiv
APTV
|
+$671M |
Sector Composition
| 1 | Technology | 22.05% |
| 2 | Financials | 18.97% |
| 3 | Industrials | 13.79% |
| 4 | Healthcare | 11.79% |
| 5 | Consumer Discretionary | 6.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
RB Global
RBA
$21B
| $1.1B | 0.37% |
11,240,652
+348,466
|
|
||
77
Hilton Worldwide
HLT
$78.2B
| $1.08B | 0.36% |
3,450,856
-516,261
|
|
||
78
Blackrock
BLK
$153B
| $1.06B | 0.36% |
1,095,157
-72,842
|
|
||
79
Canadian National Railway
CNI
$70.3B
| $1.05B | 0.35% |
3,750,670
-6,834,049
|
|
||
80
Northrop Grumman
NOC
$71.4B
| $1.04B | 0.35% |
1,519,496
-242,862
|
|
||
81
Texas Instruments
TXN
$276B
| $1.04B | 0.35% |
5,320,294
-1,024,192
|
|
||
82
Spotify
SPOT
$93.6B
| $1.01B | 0.34% |
2,059,978
-91,829
|
|
||
83
Seagate
STX
$225B
| $1.01B | 0.34% |
2,536,122
+527,606
|
|
||
84
Credicorp
BAP
$29.9B
| $952M | 0.32% |
2,787,217
-79,176
|
|
||
85
Steris
STE
$20.2B
| $937M | 0.31% |
4,010,349
-207,958
|
|
||
|
86
Salesforce
CRM
$125B
| $933M | 0.31% |
4,882,551
+2,038,319
|
|
||
87
Arista Networks
ANET
$204B
| $927M | 0.31% |
7,227,921
+1,838,566
|
|
||
88
Gilead Sciences
GILD
$155B
| $910M | 0.31% |
6,281,609
+2,058,305
|
|
||
89
GE Aerospace
GE
$382B
| $902M | 0.3% |
3,128,414
-307,350
|
|
||
90
Cheniere Energy
LNG
$48.4B
| $873M | 0.29% |
3,047,277
-821,199
|
|
||
91
Kenvue
KVUE
$36.1B
| $866M | 0.29% |
49,743,984
-18,742,394
|
|
||
92
Take-Two Interactive
TTWO
$43.8B
| $865M | 0.29% |
4,351,426
-290,153
|
|
||
93
Wheaton Precious Metals
WPM
$51.2B
| $863M | 0.29% |
6,297,084
-317,690
|
|
||
94
Illinois Tool Works
ITW
$75.9B
| $860M | 0.29% |
3,310,000
-178,816
|
|
||
95
Equifax
EFX
$18.8B
| $856M | 0.29% |
4,699,910
+355,379
|
|
||
96
Goldman Sachs
GS
$318B
| $852M | 0.29% |
970,662
-189,866
|
|
||
97
Cadence Design Systems
CDNS
$103B
| $839M | 0.28% |
2,974,520
-1,819,766
|
|
||
98
Autodesk
ADSK
$40.7B
| $837M | 0.28% |
3,419,138
-90,424
|
|
||
99
Northern Trust
NTRS
$32.2B
| $821M | 0.28% |
5,805,716
-132,254
|
|
||
100
Danaher
DHR
$134B
| $815M | 0.27% |
4,165,769
-167,287
|
|