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 |
Boston Scientific
BSX
|
$1.3B |
| 2 |
Progressive
PGR
|
$794M |
| 3 |
Morgan Stanley
MS
|
$701M |
| 4 |
Icon
ICLR
|
$474M |
| 5 |
Fiserv
FI
|
$462M |
Top Sells
| 1 |
Zimmer Biomet
ZBH
|
$912M |
| 2 |
State Street
STT
|
$775M |
| 3 |
Accenture
ACN
|
$578M |
| 4 |
Alibaba
BABA
|
$562M |
| 5 |
Goldman Sachs
GS
|
$480M |
Sector Composition
| 1 | Technology | 21.43% |
| 2 | Financials | 18.37% |
| 3 | Healthcare | 14.91% |
| 4 | Industrials | 13.45% |
| 5 | Communication Services | 8.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
ServiceNow
NOW
$190B
| $1.16B | 0.36% | 2,323,343 +92,788 | +4% | +$46.4M |
|
77
McKesson
MCK
$85.4B
| $1.14B | 0.35% | 5,849,127 -60,089 | -1% | -$11.7M |
|
78
Lam Research
LRCX
$127B
| $1.14B | 0.35% | 1,909,741 -27,322 | -1% | -$16.3M |
|
79
Estee Lauder
EL
$33B
| $1.13B | 0.35% | 3,886,251 +461,104 | +13% | +$134M |
|
80
PepsiCo
PEP
$204B
| $1.13B | 0.35% | 7,953,654 -106,200 | -1% | -$15M |
|
81
NVIDIA
NVDA
$4.24T
| $1.09B | 0.34% | 2,047,949 -241,298 | -11% | -$129M |
|
82
Kimberly-Clark
KMB
$42.8B
| $1.08B | 0.33% | 7,778,070 -32,777 | -0.4% | -$4.56M |
|
83
Becton Dickinson
BDX
$55.3B
| $1.08B | 0.33% | 4,440,593 +14,264 | +0.3% | +$3.47M |
|
84
United Parcel Service
UPS
$74.1B
| $1.08B | 0.33% | 6,328,580 +10,423 | +0.2% | +$1.77M |
|
85
Intuit
INTU
$186B
| $1.07B | 0.33% | 2,793,170 +60,571 | +2% | +$23.2M |
|
86
Canadian Pacific Kansas City
CP
$69.9B
| $1.06B | 0.33% | 2,787,992 -60,802 | -2% | -$23.1M |
|
87
ConocoPhillips
COP
$124B
| $1.04B | 0.32% | 19,697,687 +916,175 | +5% | +$48.5M |
|
88
Nike
NKE
$114B
| $1.04B | 0.32% | 7,837,911 +486,326 | +7% | +$64.6M |
|
|
89
Morgan Stanley
MS
$240B
| $1.04B | 0.32% | 13,341,552 +9,031,544 | +210% | +$701M |
|
90
American Tower
AMT
$95.5B
| $1.03B | 0.32% | 4,296,037 +1,135,240 | +36% | +$271M |
|
91
Ametek
AME
$42.7B
| $1.02B | 0.31% | 8,005,005 -80,588 | -1% | -$10.3M |
|
92
Franco-Nevada
FNV
$36.3B
| $997M | 0.31% | 7,960,783 +1,383,808 | +21% | +$173M |
|
93
Waters Corp
WAT
$18B
| $994M | 0.31% | 3,498,057 -446,265 | -11% | -$127M |
|
94
Autodesk
ADSK
$67.3B
| $993M | 0.31% | 3,581,219 +426,130 | +14% | +$118M |
|
95
Lockheed Martin
LMT
$106B
| $988M | 0.3% | 2,674,782 -176,218 | -6% | -$65.1M |
|
96
Bank of America
BAC
$376B
| $984M | 0.3% | 25,438,683 -530,239 | -2% | -$20.5M |
|
97
DuPont de Nemours
DD
$32.2B
| $963M | 0.3% | 12,462,627 -2,382,011 | -16% | -$184M |
|
|
ANSS
98
DELISTED
Ansys
ANSS
| $947M | 0.29% | 2,789,182 -20,177 | -0.7% | -$6.85M |
|
99
Match Group
MTCH
$8.98B
| $930M | 0.29% | 6,773,039 +29,202 | +0.4% | +$4.01M |
|
100
Ryanair
RYAAY
$33.7B
| $920M | 0.28% | 7,997,838 -597,230 | -7% | -$68.7M |
|