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 | |
|---|---|---|---|---|---|---|
126
Quanta Services
PWR
$105B
| $526M | 0.18% |
958,099
-3,609
|
|
||
|
MDLN
127
Medline Inc
MDLN
$30.5B
| $518M | 0.17% |
11,569,316
+1,342,089
|
|
||
128
Alliant Energy
LNT
$19.5B
| $510M | 0.17% |
7,047,237
-126,669
|
|
||
129
Cenovus Energy
CVE
$46B
| $508M | 0.17% |
17,388,159
-547,440
|
|
||
130
Sherwin-Williams
SHW
$82.2B
| $506M | 0.17% |
1,536,040
-142,325
|
|
||
131
Valero Energy
VLO
$72B
| $504M | 0.17% |
2,015,769
+132,966
|
|
||
132
Verisk Analytics
VRSK
$23.6B
| $503M | 0.17% |
2,543,490
+640,068
|
|
||
133
W.W. Grainger
GWW
$63.4B
| $500M | 0.17% |
453,353
-24,340
|
|
||
134
TJX Companies
TJX
$182B
| $499M | 0.17% |
3,000,374
+194,942
|
|
||
135
CBRE Group
CBRE
$39.2B
| $498M | 0.17% |
3,651,396
-803,279
|
|
||
136
Monster Beverage
MNST
$92.6B
| $497M | 0.17% |
6,770,457
+579,050
|
|
||
137
Bank of America
BAC
$410B
| $487M | 0.16% |
9,833,307
-415,810
|
|
||
138
Live Nation Entertainment
LYV
$39.9B
| $485M | 0.16% |
3,182,424
-13,049
|
|
||
139
GFL Environmental
GFL
$13.4B
| $480M | 0.16% |
10,946,130
-255,846
|
|
||
140
Royal Bank of Canada
RY
$281B
| $477M | 0.16% |
2,157,232
-152,023
|
|
||
141
Uber
UBER
$150B
| $469M | 0.16% |
6,408,272
+1,505,612
|
|
||
142
Canadian Pacific Kansas City
CP
$75.3B
| $460M | 0.15% |
4,838,509
-298,834
|
|
||
143
CME Group
CME
$83.7B
| $455M | 0.15% |
1,479,514
-755,751
|
|
||
144
Sempra
SRE
$60.6B
| $454M | 0.15% |
4,673,880
+175,924
|
|
||
145
Guidewire Software
GWRE
$9.19B
| $452M | 0.15% |
2,995,337
-1,263,149
|
|
||
146
Ferguson
FERG
$45.9B
| $434M | 0.15% |
1,850,530
+972,897
|
|
||
147
Axon Enterprise
AXON
$36.8B
| $433M | 0.15% |
1,014,829
+176,540
|
|
||
148
Coherent
COHR
$76.8B
| $432M | 0.15% |
1,813,256
-27,912
|
|
||
149
Emerson Electric
EMR
$79.2B
| $427M | 0.14% |
3,173,181
+1,048,006
|
|
||
150
Ascendis Pharma A/S
ASND
$15.6B
| $426M | 0.14% |
1,860,669
-25,724
|
|