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 | $567M | |
| 2 | $383M | |
| 3 | $351M | |
| 4 | $345M | |
| 5 | $306M |
Top Sells
| 1 | $1.38B | |
| 2 | $891M | |
| 3 | $795M | |
| 4 | $790M | |
| 5 | $712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.5% |
| 3 | Industrials | 12.37% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.89% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $690M | 0.23% | 3,170,522 -224,444 | -7% | -$48.8M | |||
| $686M | 0.23% | 1,963,968 -94,817 | -5% | -$33.1M | |||
| $675M | 0.22% | 3,371,070 -351,160 | -9% | -$70.3M | |||
| $656M | 0.22% | 4,643,206 -82,217 | -2% | -$11.6M | |||
| $655M | 0.22% | 5,948,778 -717,399 | -11% | -$79M | |||
| $608M | 0.2% | 17,605,896 +4,012,162 | +30% | +$138M | |||
| $603M | 0.2% | 1,067,120 -165,236 | -13% | -$93.4M | |||
| $598M | 0.2% | 14,322,570 -513,172 | -3% | -$21.4M | |||
| $595M | 0.2% | 7,178,226 +1,205,165 | +20% | +$99.9M | |||
| $591M | 0.2% | 8,342,600 -9,257 | -0.1% | -$656K | |||
| $591M | 0.2% | 1,937,018 +622,730 | +47% | +$190M | |||
| $581M | 0.19% | 998,927 +59,554 | +6% | +$34.6M | |||
| $577M | 0.19% | 1,164,878 +89,715 | +8% | +$44.4M | |||
| $569M | 0.19% | 3,562,099 +63,641 | +2% | +$10.2M | |||
| $565M | 0.19% | 3,032,656 +7,692 | +0.3% | +$1.43M | |||
| $547M | 0.18% | 7,047,771 -70,949 | -1% | -$5.51M | |||
| $543M | 0.18% | 3,101,629 -100,132 | -3% | -$17.5M | |||
| $539M | 0.18% | 5,649,162 +979,598 | +21% | +$93.5M | |||
| $531M | 0.18% | 6,623,877 -3,035,733 | -31% | -$243M | |||
| $530M | 0.18% | 927,927 +251,853 | +37% | +$144M | |||
| $529M | 0.18% | 4,841,564 -58,989 | -1% | -$6.45M | |||
| $524M | 0.17% | 6,619,472 -474,271 | -7% | -$37.6M | |||
| $518M | 0.17% | 4,656,199 +910,821 | +24% | +$101M | |||
| $514M | 0.17% | 5,209,869 -1,462,461 | -22% | -$144M | |||
| $512M | 0.17% | 3,913,299 +2,680,337 | +217% | +$351M |
