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 | +$890M | |
| 2 | +$686M | |
| 3 | +$595M | |
| 4 |
Honeywell
HON
|
+$425M |
| 5 |
Salesforce
CRM
|
+$422M |
Top Sells
| 1 | +$3.06B | |
| 2 | +$1.13B | |
| 3 | +$705M | |
| 4 |
Johnson & Johnson
JNJ
|
+$688M |
| 5 |
Aptiv
APTV
|
+$671M |
Sector Composition
| 1 | Technology | 22.05% |
| 2 | Financials | 18.97% |
| 3 | Industrials | 13.79% |
| 4 | Healthcare | 11.79% |
| 5 | Consumer Discretionary | 6.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Shopify
SHOP
$148B
| $789M | 0.27% |
6,031,360
+138,527
|
|
||
102
Hubbell
HUBB
$27.4B
| $777M | 0.26% |
1,537,597
-36,468
|
|
||
103
Humana
HUM
$43.4B
| $775M | 0.26% |
4,482,370
-14,405
|
|
||
104
Kimberly-Clark
KMB
$35.4B
| $738M | 0.25% |
7,644,811
-194,761
|
|
||
105
Lam Research
LRCX
$469B
| $726M | 0.24% |
3,309,521
-870,349
|
|
||
106
Aramark
ARMK
$14.2B
| $725M | 0.24% |
17,557,328
-1,185,986
|
|
||
107
Air Products & Chemicals
APD
$62.1B
| $719M | 0.24% |
583,754
-251,279
|
|
||
108
TKO Group
TKO
$15.3B
| $718M | 0.24% |
3,543,396
+357,627
|
|
||
109
Boston Scientific
BSX
$66.1B
| $717M | 0.24% |
10,996,572
+1,911,044
|
|
||
110
EOG Resources
EOG
$71.6B
| $686M | 0.23% |
4,729,555
-300,432
|
|
||
111
O'Reilly Automotive
ORLY
$72.8B
| $682M | 0.23% |
7,269,299
-734,405
|
|
||
112
Trane Technologies
TT
$107B
| $680M | 0.23% |
1,615,064
+5,777
|
|
||
113
Omnicom Group
OMC
$21B
| $665M | 0.22% |
8,736,665
+866,228
|
|
||
114
Elevance Health
ELV
$83.4B
| $657M | 0.22% |
2,236,129
-124,729
|
|
||
115
Vulcan Materials
VMC
$39.9B
| $626M | 0.21% |
2,278,025
+175,874
|
|
||
116
Monolithic Power Systems
MPWR
$70.5B
| $621M | 0.21% |
567,769
-2,950
|
|
||
117
CMS Energy
CMS
$23.6B
| $614M | 0.21% |
7,630,373
-641,990
|
|
||
118
Moody's
MCO
$78.6B
| $605M | 0.2% |
1,328,012
+17,407
|
|
||
119
Otis Worldwide
OTIS
$27.9B
| $598M | 0.2% |
7,600,270
+757,201
|
|
||
120
Vistra
VST
$54.9B
| $596M | 0.2% |
3,951,789
-2,578,306
|
|
||
121
American Electric Power
AEP
$73.4B
| $591M | 0.2% |
4,493,458
-14,583
|
|
||
122
Viking Holdings
VIK
$46B
| $583M | 0.2% |
7,895,685
-143,267
|
|
||
123
Starbucks
SBUX
$118B
| $548M | 0.18% |
5,993,824
+169,242
|
|
||
124
TechnipFMC
FTI
$25.6B
| $541M | 0.18% |
7,707,068
-1,530,703
|
|
||
125
Curtiss-Wright
CW
$28.2B
| $529M | 0.18% |
771,508
+3,248
|
|