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
$567M | |
$383M | |
$351M | |
$345M | |
$306M |
Top Sells
$1.38B | |
$891M | |
$795M | |
$790M | |
$712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.5% |
| 3 | Industrials | 12.37% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.89% |
| # | Name | Market Value | Shares or Principal | Shares Change % | Capital Flow | Portfolio Weight | |
|---|---|---|---|---|---|---|---|
| $795M | 21,542,904 -4,812,306 | -18% | -$178M | 0.26% | |||
| $786M | 5,523,552 -54,849 | -1% | -$7.8M | 0.26% | |||
| $785M | 3,000,268 +124,948 | +4% | +$32.7M | 0.26% | |||
| $777M | 12,342,205 -232,419 | -2% | -$14.6M | 0.26% | |||
| $774M | 7,850,088 +363,472 | +5% | +$35.9M | 0.26% | |||
| $773M | 971,371 -374,957 | -28% | -$299M | 0.26% | |||
| $771M | 10,740,934 +7,894,919 | +277% | +$567M | 0.26% | |||
| $762M | 2,066,482 +123,215 | +6% | +$45.4M | 0.25% | |||
| $748M | 2,818,590 +648,591 | +30% | +$172M | 0.25% | |||
| $743M | 12,396,341 +181,781 | +1% | +$10.9M | 0.25% | |||
| $740M | 7,168,333 -437,229 | -6% | -$45.1M | 0.25% | |||
| $739M | 1,586,672 +140,128 | +10% | +$65.3M | 0.25% | |||
| $737M | 5,023,985 -102,457 | -2% | -$15M | 0.24% | |||
| $733M | 3,165,111 -53,597 | -2% | -$12.4M | 0.24% | |||
| $732M | 1,744,037 -1,033,624 | -37% | -$434M | 0.24% | |||
| $730M | 3,440,813 +616,071 | +22% | +$131M | 0.24% | |||
| $730M | 15,837,173 +106,917 | +0.7% | +$4.93M | 0.24% | |||
| $723M | 9,628,648 -112,741 | -1% | -$8.47M | 0.24% | |||
| $717M | 7,983,193 -214,494 | -3% | -$19.3M | 0.24% | |||
| $716M | 3,230,587 +167,621 | +5% | +$37.1M | 0.24% | |||
| $709M | 5,530,260 +60,454 | +1% | +$7.75M | 0.24% | |||
| $700M | 2,076,761 +237,905 | +13% | +$80.2M | 0.23% | |||
| $695M | 5,916,570 -343,793 | -5% | -$40.4M | 0.23% | |||
| $691M | 836,834 -208,384 | -20% | -$172M | 0.23% | |||
| $691M | 6,619,103 -489,945 | -7% | -$51.1M | 0.23% |
