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 |
Broadcom
AVGO
|
$889M |
| 2 |
O'Reilly Automotive
ORLY
|
$772M |
| 3 |
Mastercard
MA
|
$731M |
| 4 |
Nasdaq
NDAQ
|
$612M |
| 5 |
Wells Fargo
WFC
|
$472M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$1.05B |
| 2 |
Visa
V
|
$948M |
| 3 |
Salesforce
CRM
|
$578M |
| 4 |
Canadian Pacific Kansas City
CP
|
$515M |
| 5 |
Eli Lilly
LLY
|
$482M |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Financials | 20.58% |
| 3 | Industrials | 13.16% |
| 4 | Healthcare | 11.03% |
| 5 | Consumer Discretionary | 7.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
GE Aerospace
GE
$292B
| $881M | 0.28% | 3,421,407 +50,337 | +1% | +$13M |
|
102
Arthur J. Gallagher & Co
AJG
$77.6B
| $875M | 0.28% | 2,734,635 -138,414 | -5% | -$44.3M |
|
103
Equifax
EFX
$30.3B
| $869M | 0.28% | 3,350,418 -171,205 | -5% | -$44.4M |
|
104
Toronto Dominion Bank
TD
$128B
| $829M | 0.26% | 11,288,918 -1,107,423 | -9% | -$81.3M |
|
|
105
O'Reilly Automotive
ORLY
$88B
| $825M | 0.26% | 9,152,716 +8,568,904 | +1,468% | +$772M |
|
106
Veeva Systems
VEEV
$44B
| $822M | 0.26% | 2,854,732 -310,379 | -10% | -$89.4M |
|
107
Aptiv
APTV
$17.3B
| $817M | 0.26% | 11,972,637 -2,158,356 | -15% | -$147M |
|
108
Flutter Entertainment
FLUT
$54B
| $799M | 0.25% | 2,796,495 -434,092 | -13% | -$124M |
|
109
American Tower
AMT
$95.5B
| $797M | 0.25% | 3,605,059 +434,537 | +14% | +$96M |
|
110
Ares Management
ARES
$39.3B
| $794M | 0.25% | 4,585,254 -438,731 | -9% | -$76M |
|
111
Aramark
ARMK
$10.3B
| $782M | 0.25% | 18,673,028 +1,067,132 | +6% | +$44.7M |
|
112
ServiceNow
NOW
$190B
| $780M | 0.25% | 759,033 -212,338 | -22% | -$218M |
|
113
Moody's
MCO
$91.4B
| $762M | 0.24% | 1,519,316 -67,356 | -4% | -$33.8M |
|
114
TE Connectivity
TEL
$61B
| $746M | 0.24% | 4,423,864 -219,342 | -5% | -$37M |
|
115
Suncor Energy
SU
$50.1B
| $732M | 0.23% | 19,535,211 -1,785,561 | -8% | -$66.9M |
|
116
Comcast
CMCSA
$125B
| $729M | 0.23% | 20,421,928 -1,120,976 | -5% | -$40M |
|
117
CME Group
CME
$96B
| $713M | 0.23% | 2,586,650 -231,940 | -8% | -$63.9M |
|
118
Kimberly-Clark
KMB
$42.8B
| $686M | 0.22% | 5,323,554 -199,998 | -4% | -$25.8M |
|
119
Otis Worldwide
OTIS
$33.9B
| $684M | 0.22% | 6,910,275 -258,058 | -4% | -$25.6M |
|
120
Atlassian
TEAM
$46.6B
| $667M | 0.21% | 3,286,245 -154,568 | -4% | -$31.4M |
|
121
Exelon
EXC
$44.1B
| $662M | 0.21% | 15,242,765 -594,408 | -4% | -$25.8M |
|
122
Waters Corp
WAT
$18B
| $651M | 0.21% | 1,863,970 -202,512 | -10% | -$70.7M |
|
123
CMS Energy
CMS
$21.4B
| $647M | 0.21% | 9,331,771 -296,877 | -3% | -$20.6M |
|
124
Sherwin-Williams
SHW
$91.2B
| $642M | 0.2% | 1,869,011 -94,957 | -5% | -$32.6M |
|
125
EOG Resources
EOG
$68.2B
| $638M | 0.2% | 5,331,690 -198,570 | -4% | -$23.8M |
|