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 | +$2.68B | |
| 2 | +$830M | |
| 3 | +$829M | |
| 4 |
Broadcom
AVGO
|
+$826M |
| 5 |
Arista Networks
ANET
|
+$805M |
Top Sells
| 1 | +$1.03B | |
| 2 | +$966M | |
| 3 | +$656M | |
| 4 |
Intuitive Surgical
ISRG
|
+$623M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$619M |
Sector Composition
| 1 | Technology | 23.93% |
| 2 | Financials | 19.63% |
| 3 | Industrials | 12.8% |
| 4 | Healthcare | 10.81% |
| 5 | Consumer Discretionary | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Northern Trust
NTRS
$27.5B
| $838M | 0.26% |
6,224,830
-989,448
|
|
||
|
102
Arista Networks
ANET
$164B
| $834M | 0.26% |
5,721,156
+5,525,828
|
|
||
103
Shopify
SHOP
$218B
| $823M | 0.25% |
5,536,825
+973,132
|
|
||
104
Equifax
EFX
$26.6B
| $821M | 0.25% |
3,198,610
-151,808
|
|
||
105
Credicorp
BAP
$24.7B
| $809M | 0.25% |
3,038,098
+223,497
|
|
||
106
Waters Corp
WAT
$23.5B
| $806M | 0.25% |
2,689,693
+825,723
|
|
||
107
Elevance Health
ELV
$82.4B
| $789M | 0.24% |
2,440,630
+112,020
|
|
||
108
Suncor Energy
SU
$57.8B
| $787M | 0.24% |
18,821,533
-713,678
|
|
||
109
Applovin
APP
$226B
| $774M | 0.24% |
1,077,106
+304,369
|
|
||
110
Wheaton Precious Metals
WPM
$59.4B
| $760M | 0.24% |
6,796,854
-136,509
|
|
||
111
Aramark
ARMK
$10.1B
| $742M | 0.23% |
19,312,451
+639,423
|
|
||
112
Flutter Entertainment
FLUT
$35.7B
| $728M | 0.23% |
2,864,681
+68,186
|
|
||
113
Ares Management
ARES
$37.3B
| $722M | 0.22% |
4,518,425
-66,829
|
|
||
114
Roblox
RBLX
$59.5B
| $713M | 0.22% |
5,148,204
+360,009
|
|
||
115
Hubbell
HUBB
$25.6B
| $712M | 0.22% |
1,655,746
+226,856
|
|
||
116
Veeva Systems
VEEV
$37.6B
| $705M | 0.22% |
2,367,552
-487,180
|
|
||
117
CBRE Group
CBRE
$49B
| $705M | 0.22% |
4,472,013
+532,151
|
|
||
118
Moody's
MCO
$95.4B
| $703M | 0.22% |
1,474,449
-44,867
|
|
||
119
Vulcan Materials
VMC
$41.1B
| $662M | 0.21% |
2,151,674
-1,359,112
|
|
||
120
CME Group
CME
$96.8B
| $660M | 0.2% |
2,443,567
-143,083
|
|
||
121
TE Connectivity
TEL
$69.6B
| $655M | 0.2% |
2,981,868
-1,441,996
|
|
||
122
Exelon
EXC
$43.7B
| $653M | 0.2% |
14,502,723
-740,042
|
|
||
123
Lam Research
LRCX
$269B
| $651M | 0.2% |
4,860,685
+363,801
|
|
||
124
Otis Worldwide
OTIS
$35B
| $648M | 0.2% |
7,092,014
+181,739
|
|
||
125
Kimberly-Clark
KMB
$32.8B
| $648M | 0.2% |
5,211,366
-112,188
|
|