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 | +$2.54B | |
| 2 | +$500M | |
| 3 | +$489M | |
| 4 |
Danaher
DHR
|
+$487M |
| 5 |
Monster Beverage
MNST
|
+$438M |
Top Sells
| 1 | +$1.9B | |
| 2 | +$1.65B | |
| 3 | +$1.63B | |
| 4 |
NVIDIA
NVDA
|
+$850M |
| 5 |
Mondelez International
MDLZ
|
+$738M |
Sector Composition
| 1 | Technology | 23.02% |
| 2 | Financials | 19.96% |
| 3 | Industrials | 12.58% |
| 4 | Healthcare | 11.72% |
| 5 | Consumer Discretionary | 7.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Credicorp
BAP
$26.3B
| $823M | 0.27% |
2,866,393
-171,705
|
|
||
102
Northern Trust
NTRS
$29.5B
| $811M | 0.26% |
5,937,970
-286,860
|
|
||
103
Kimberly-Clark
KMB
$32.8B
| $791M | 0.26% |
7,839,572
+2,628,206
|
|
||
104
Wheaton Precious Metals
WPM
$69.2B
| $777M | 0.25% |
6,614,774
-182,080
|
|
||
105
Salesforce
CRM
$168B
| $753M | 0.24% |
2,844,232
-1,031,007
|
|
||
106
Cheniere Energy
LNG
$52.8B
| $752M | 0.24% |
3,868,476
-131,843
|
|
||
107
O'Reilly Automotive
ORLY
$78.4B
| $730M | 0.24% |
8,003,704
+89,179
|
|
||
108
Aptiv
APTV
$12.7B
| $726M | 0.23% |
9,547,504
-543,138
|
|
||
109
CBRE Group
CBRE
$44.4B
| $716M | 0.23% |
4,454,675
-17,338
|
|
||
110
Lam Research
LRCX
$334B
| $716M | 0.23% |
4,179,870
-680,815
|
|
||
111
Arista Networks
ANET
$206B
| $706M | 0.23% |
5,389,355
-331,801
|
|
||
112
Hubbell
HUBB
$28.4B
| $699M | 0.23% |
1,574,065
-81,681
|
|
||
113
Aramark
ARMK
$11.9B
| $691M | 0.22% |
18,743,314
-569,137
|
|
||
114
Applovin
APP
$161B
| $681M | 0.22% |
1,010,989
-66,117
|
|
||
115
Moody's
MCO
$81.1B
| $670M | 0.22% |
1,310,605
-163,844
|
|
||
116
TKO Group
TKO
$14.5B
| $666M | 0.21% |
3,185,769
+1,128,749
|
|
||
117
Intuit
INTU
$109B
| $647M | 0.21% |
976,145
+417,646
|
|
||
118
Flutter Entertainment
FLUT
$19.2B
| $637M | 0.21% |
2,961,244
+96,563
|
|
||
119
Omnicom Group
OMC
$22.4B
| $636M | 0.21% |
7,870,437
+433,461
|
|
||
120
Netflix
NFLX
$411B
| $632M | 0.2% |
6,738,241
-5,961,549
|
|
||
121
Trane Technologies
TT
$105B
| $626M | 0.2% |
1,609,287
-509,147
|
|
||
122
Exelon
EXC
$48.1B
| $618M | 0.2% |
14,169,338
-333,385
|
|
||
123
CME Group
CME
$104B
| $610M | 0.2% |
2,235,265
-208,302
|
|
||
124
Vulcan Materials
VMC
$38.1B
| $600M | 0.19% |
2,102,151
-49,523
|
|
||
125
Otis Worldwide
OTIS
$31.7B
| $598M | 0.19% |
6,843,069
-248,945
|
|