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 |
Boston Scientific
BSX
|
$1.3B |
| 2 |
Progressive
PGR
|
$794M |
| 3 |
Morgan Stanley
MS
|
$701M |
| 4 |
Icon
ICLR
|
$474M |
| 5 |
Fiserv
FI
|
$462M |
Top Sells
| 1 |
Zimmer Biomet
ZBH
|
$912M |
| 2 |
State Street
STT
|
$775M |
| 3 |
Accenture
ACN
|
$578M |
| 4 |
Alibaba
BABA
|
$562M |
| 5 |
Goldman Sachs
GS
|
$480M |
Sector Composition
| 1 | Technology | 21.43% |
| 2 | Financials | 18.37% |
| 3 | Healthcare | 14.91% |
| 4 | Industrials | 13.45% |
| 5 | Communication Services | 8.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
Icon
ICLR
$13.8B
| $920M | 0.28% | 4,683,539 +2,415,102 | +106% | +$474M |
|
|
XYZ
102
Block, Inc.
XYZ
$48.5B
| $901M | 0.28% | 3,967,362 -874,454 | -18% | -$199M |
|
103
Check Point Software Technologies
CHKP
$20.7B
| $899M | 0.28% | 8,027,402 -56,725 | -0.7% | -$6.35M |
|
104
Global Payments
GPN
$21.5B
| $892M | 0.27% | 4,423,916 +436,041 | +11% | +$87.9M |
|
105
American Electric Power
AEP
$59.4B
| $875M | 0.27% | 10,331,198 -79,652 | -0.8% | -$6.75M |
|
106
Netflix
NFLX
$513B
| $871M | 0.27% | 1,670,039 +41,758 | +3% | +$21.8M |
|
107
Zoetis
ZTS
$69.3B
| $869M | 0.27% | 5,518,607 -575,260 | -9% | -$90.6M |
|
|
PRAH
108
DELISTED
PRA Health Sciences, Inc.
PRAH
| $867M | 0.27% | 5,655,013 -461,094 | -8% | -$70.7M |
|
109
Yum China
YUMC
$16.4B
| $835M | 0.26% | 14,097,917 +2,975,028 | +27% | +$176M |
|
110
Philip Morris
PM
$260B
| $811M | 0.25% | 9,138,231 -106,763 | -1% | -$9.47M |
|
111
Steris
STE
$24.1B
| $801M | 0.25% | 4,206,717 +1,019,527 | +32% | +$194M |
|
|
112
Progressive
PGR
$145B
| $796M | 0.24% | 8,322,488 +8,305,659 | +49,353% | +$794M |
|
113
Qiagen
QGEN
$10.1B
| $796M | 0.24% | 16,339,338 +4,556,336 | +39% | +$222M |
|
114
Otis Worldwide
OTIS
$33.9B
| $785M | 0.24% | 11,462,097 -161,157 | -1% | -$11M |
|
115
RTX Corp
RTX
$212B
| $783M | 0.24% | 10,139,653 +111,807 | +1% | +$8.64M |
|
116
Starbucks
SBUX
$100B
| $783M | 0.24% | 7,168,456 +703,125 | +11% | +$76.8M |
|
117
TransUnion
TRU
$17.2B
| $782M | 0.24% | 8,686,359 +1,042,233 | +14% | +$93.8M |
|
118
Take-Two Interactive
TTWO
$43B
| $747M | 0.23% | 4,227,288 +181,784 | +4% | +$32.1M |
|
|
119
Alibaba
BABA
$322B
| $744M | 0.23% | 3,279,585 -2,477,648 | -43% | -$562M |
|
120
Clarivate
CLVT
$2.92B
| $725M | 0.22% | 27,462,001 +87,331 | +0.3% | +$2.3M |
|
121
CoStar Group
CSGP
$37.9B
| $714M | 0.22% | 868,210 +1,382 | +0.2% | +$1.14M |
|
122
RB Global
RBA
$21.3B
| $712M | 0.22% | 12,160,300 +1,413,936 | +13% | +$82.8M |
|
123
Amphenol
APH
$133B
| $694M | 0.21% | 10,519,480 +5,195,318 | +98% | +$343M |
|
|
124
Zimmer Biomet
ZBH
$21B
| $689M | 0.21% | 4,305,943 -5,696,004 | -57% | -$912M |
|
|
PXD
125
DELISTED
Pioneer Natural Resource Co.
PXD
| $684M | 0.21% | 4,306,885 -7,264 | -0.2% | -$1.15M |
|