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 |
NVIDIA
NVDA
|
$1.21B |
| 2 |
Apple
AAPL
|
$804M |
| 3 |
Willis Towers Watson
WTW
|
$455M |
| 4 |
PACCAR
PCAR
|
$441M |
| 5 |
KKR & Co
KKR
|
$362M |
Top Sells
| 1 |
PRAH
PRA Health Sciences, Inc.
PRAH
|
$536M |
| 2 |
Goldman Sachs
GS
|
$308M |
| 3 |
Charter Communications
CHTR
|
$299M |
| 4 |
Danaher
DHR
|
$276M |
| 5 |
Global Payments
GPN
|
$272M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 19.04% |
| 3 | Healthcare | 15.31% |
| 4 | Industrials | 12.8% |
| 5 | Communication Services | 8.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
US Bancorp
USB
$76B
| $1.23B | 0.36% |
20,769,913
-222,133
| -1% | -$13.2M |
|
77
3M
MMM
$82.8B
| $1.23B | 0.36% |
7,023,707
-594,448
| -8% | -$104M |
|
78
Stryker
SYK
$150B
| $1.2B | 0.35% |
4,566,984
-121,910
| -3% | -$32.2M |
|
79
Franco-Nevada
FNV
$36.3B
| $1.2B | 0.35% |
9,199,440
-62,106
| -0.7% | -$8.07M |
|
|
80
Willis Towers Watson
WTW
$31.9B
| $1.17B | 0.34% |
5,018,652
+1,957,409
| +64% | +$455M |
|
81
Nike
NKE
$110B
| $1.16B | 0.34% |
7,989,223
-134,979
| -2% | -$19.6M |
|
82
Masco
MAS
$15.4B
| $1.15B | 0.34% |
20,613,620
+61,835
| +0.3% | +$3.43M |
|
83
McKesson
MCK
$85.4B
| $1.1B | 0.32% |
5,536,746
+64,015
| +1% | +$12.8M |
|
84
Becton Dickinson
BDX
$55.3B
| $1.09B | 0.32% |
4,442,013
-91,968
| -2% | -$22.6M |
|
85
American Tower
AMT
$95.5B
| $1.09B | 0.32% |
4,106,245
-60,857
| -1% | -$16.2M |
|
86
ServiceNow
NOW
$189B
| $1.09B | 0.32% |
1,751,337
-109,849
| -6% | -$68.4M |
|
87
Kimberly-Clark
KMB
$42.8B
| $1.08B | 0.32% |
8,157,221
-373,038
| -4% | -$49.4M |
|
88
TransUnion
TRU
$17.2B
| $1.07B | 0.31% |
9,557,329
+203,059
| +2% | +$22.8M |
|
89
Autodesk
ADSK
$67.3B
| $1.07B | 0.31% |
3,760,909
+97,848
| +3% | +$27.9M |
|
90
Qiagen
QGEN
$10.2B
| $1.06B | 0.31% |
20,527,900
+765,090
| +4% | +$39.5M |
|
91
Estee Lauder
EL
$33B
| $1.05B | 0.31% |
3,506,983
-323,187
| -8% | -$96.9M |
|
92
Match Group
MTCH
$8.98B
| $1.05B | 0.31% |
6,658,607
-41,973
| -0.6% | -$6.59M |
|
93
United Parcel Service
UPS
$74.1B
| $1.04B | 0.3% |
5,712,841
-146,000
| -2% | -$26.6M |
|
94
Trane Technologies
TT
$92.5B
| $1.04B | 0.3% |
6,011,927
-830,428
| -12% | -$143M |
|
95
Zoetis
ZTS
$69.3B
| $1.04B | 0.3% |
5,336,228
-63,595
| -1% | -$12.3M |
|
96
Intel
INTC
$106B
| $1.01B | 0.3% |
19,024,366
-573,499
| -3% | -$30.6M |
|
97
Lam Research
LRCX
$127B
| $1.01B | 0.3% |
1,776,661
-81,760
| -4% | -$46.5M |
|
98
DuPont de Nemours
DD
$32.2B
| $995M | 0.29% |
14,629,283
+2,433,902
| +20% | +$165M |
|
99
Netflix
NFLX
$516B
| $970M | 0.28% |
1,588,564
-62,236
| -4% | -$38M |
|
100
Ametek
AME
$42.7B
| $960M | 0.28% |
7,743,545
-115,080
| -1% | -$14.3M |
|