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 | +$2.54B | |
| 2 | +$500M | |
| 3 | +$489M | |
| 4 |
Danaher
DHR
|
+$487M |
| 5 |
Monster Beverage
MNST
|
+$438M |
Top Sells
| 1 | +$1.9B | |
| 2 | +$1.65B | |
| 3 | +$1.63B | |
| 4 |
NVIDIA
NVDA
|
+$850M |
| 5 |
Mondelez International
MDLZ
|
+$738M |
Sector Composition
| 1 | Technology | 23.02% |
| 2 | Financials | 19.96% |
| 3 | Industrials | 12.58% |
| 4 | Healthcare | 11.72% |
| 5 | Consumer Discretionary | 7.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
CMS Energy
CMS
$23.8B
| $578M | 0.19% |
8,272,363
-570,242
|
|
||
127
Viking Holdings
VIK
$33.9B
| $574M | 0.19% |
8,038,952
-78,831
|
|
||
128
Bank of America
BAC
$360B
| $564M | 0.18% |
10,249,117
-1,207,386
|
|
||
129
Seagate
STX
$78B
| $553M | 0.18% |
2,008,516
+1,883,769
|
|
||
130
Sherwin-Williams
SHW
$86.4B
| $544M | 0.18% |
1,678,365
-121,047
|
|
||
131
Ross Stores
ROST
$63.9B
| $539M | 0.17% |
2,989,411
-217,792
|
|
||
132
Coca-Cola Europacific Partners
CCEP
$47.2B
| $533M | 0.17% |
5,873,922
+38,339
|
|
||
133
EOG Resources
EOG
$68.7B
| $528M | 0.17% |
5,029,987
-238,017
|
|
||
134
NextEra Energy
NEE
$193B
| $521M | 0.17% |
6,495,503
-179,625
|
|
||
135
Datadog
DDOG
$39.4B
| $520M | 0.17% |
3,827,106
-462,464
|
|
||
136
American Electric Power
AEP
$71.4B
| $520M | 0.17% |
4,508,041
-124,122
|
|
||
137
Gilead Sciences
GILD
$184B
| $518M | 0.17% |
4,223,304
+4,113,999
|
|
||
138
Monolithic Power Systems
MPWR
$52.3B
| $517M | 0.17% |
570,719
+14,132
|
|
||
139
Starbucks
SBUX
$110B
| $490M | 0.16% |
5,824,582
-565,151
|
|
||
140
W.W. Grainger
GWW
$54.5B
| $482M | 0.16% |
477,693
+34,307
|
|
||
141
GFL Environmental
GFL
$16.2B
| $481M | 0.16% |
11,201,976
+977,344
|
|
||
142
Axon Enterprise
AXON
$46.6B
| $476M | 0.15% |
838,289
+156,647
|
|
||
|
143
Monster Beverage
MNST
$77.2B
| $475M | 0.15% |
6,191,407
+6,108,420
|
|
||
144
Roblox
RBLX
$47.5B
| $469M | 0.15% |
5,794,063
+645,859
|
|
||
145
Natera
NTRA
$28.9B
| $469M | 0.15% |
2,047,963
+20,927
|
|
||
146
Alliant Energy
LNT
$18.6B
| $466M | 0.15% |
7,173,906
+167,581
|
|
||
147
Merck
MRK
$296B
| $465M | 0.15% |
4,416,021
-3,132,999
|
|
||
148
TE Connectivity
TEL
$60B
| $464M | 0.15% |
2,037,438
-944,430
|
|
||
149
Carlyle Group
CG
$18.5B
| $457M | 0.15% |
7,735,298
+117,223
|
|
||
150
Live Nation Entertainment
LYV
$37.6B
| $455M | 0.15% |
3,195,473
+123,800
|
|