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 | +$889M | |
| 2 | +$731M | |
| 3 | +$612M | |
| 4 |
Wells Fargo
WFC
|
+$472M |
| 5 |
LPL Financial
LPLA
|
+$347M |
Top Sells
| 1 | +$1.05B | |
| 2 | +$948M | |
| 3 | +$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 | 13.15% |
| 4 | Healthcare | 11.03% |
| 5 | Consumer Discretionary | 7.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
GE Aerospace
GE
$318B
| $881M | 0.28% |
3,421,407
+50,337
|
|
||
102
Arthur J. Gallagher & Co
AJG
$75.9B
| $875M | 0.28% |
2,734,635
-138,414
|
|
||
103
Equifax
EFX
$28.3B
| $869M | 0.28% |
3,350,418
-171,205
|
|
||
104
Toronto Dominion Bank
TD
$137B
| $829M | 0.26% |
11,288,918
-1,107,423
|
|
||
105
O'Reilly Automotive
ORLY
$86.6B
| $825M | 0.26% |
9,152,716
+395,536
|
|
||
106
Veeva Systems
VEEV
$47.1B
| $822M | 0.26% |
2,854,732
-310,379
|
|
||
107
Aptiv
APTV
$18.2B
| $817M | 0.26% |
11,972,637
-2,158,356
|
|
||
108
Flutter Entertainment
FLUT
$43.8B
| $799M | 0.25% |
2,796,495
-434,092
|
|
||
109
American Tower
AMT
$89B
| $797M | 0.25% |
3,605,059
+434,537
|
|
||
110
Ares Management
ARES
$33.2B
| $794M | 0.25% |
4,585,254
-438,731
|
|
||
111
Aramark
ARMK
$10.5B
| $782M | 0.25% |
18,673,028
+1,067,132
|
|
||
112
ServiceNow
NOW
$187B
| $780M | 0.25% |
759,033
-212,338
|
|
||
113
Moody's
MCO
$85.8B
| $762M | 0.24% |
1,519,316
-67,356
|
|
||
114
TE Connectivity
TEL
$65.8B
| $746M | 0.24% |
4,423,864
-219,342
|
|
||
115
Suncor Energy
SU
$47.4B
| $732M | 0.23% |
19,535,211
-1,785,561
|
|
||
116
Comcast
CMCSA
$110B
| $729M | 0.23% |
20,421,928
-1,120,976
|
|
||
117
CME Group
CME
$96.6B
| $713M | 0.23% |
2,586,650
-231,940
|
|
||
118
Kimberly-Clark
KMB
$39.8B
| $686M | 0.22% |
5,323,554
-199,998
|
|
||
119
Otis Worldwide
OTIS
$35.9B
| $684M | 0.22% |
6,910,275
-258,058
|
|
||
120
Atlassian
TEAM
$39.3B
| $667M | 0.21% |
3,286,245
-154,568
|
|
||
121
Exelon
EXC
$48.3B
| $662M | 0.21% |
15,242,765
-594,408
|
|
||
122
Waters Corp
WAT
$19.8B
| $651M | 0.21% |
1,863,970
-202,512
|
|
||
123
CMS Energy
CMS
$22.5B
| $647M | 0.21% |
9,331,771
-296,877
|
|
||
124
Sherwin-Williams
SHW
$83B
| $642M | 0.2% |
1,869,011
-94,957
|
|
||
125
EOG Resources
EOG
$59.3B
| $638M | 0.2% |
5,331,690
-198,570
|
|