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 | +$2.68B | |
| 2 | +$830M | |
| 3 | +$829M | |
| 4 |
Broadcom
AVGO
|
+$826M |
| 5 |
Arista Networks
ANET
|
+$805M |
Top Sells
| 1 | +$1.03B | |
| 2 | +$966M | |
| 3 | +$656M | |
| 4 |
Intuitive Surgical
ISRG
|
+$623M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$619M |
Sector Composition
| 1 | Technology | 23.93% |
| 2 | Financials | 19.63% |
| 3 | Industrials | 12.8% |
| 4 | Healthcare | 10.81% |
| 5 | Consumer Discretionary | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
CMS Energy
CMS
$21.5B
| $648M | 0.2% |
8,842,605
-489,166
|
|
||
127
Verisk Analytics
VRSK
$31B
| $646M | 0.2% |
2,569,224
-1,616,818
|
|
||
128
Merck
MRK
$269B
| $634M | 0.2% |
7,549,020
-130,846
|
|
||
129
CoStar Group
CSGP
$26.2B
| $625M | 0.19% |
7,406,788
+821,111
|
|
||
130
Sherwin-Williams
SHW
$88.2B
| $623M | 0.19% |
1,799,412
-69,599
|
|
||
131
Icon
ICLR
$14B
| $613M | 0.19% |
3,503,553
-248,455
|
|
||
132
Datadog
DDOG
$44B
| $611M | 0.19% |
4,289,570
+40,276
|
|
||
133
Omnicom Group
OMC
$24.4B
| $606M | 0.19% |
7,436,976
-432,810
|
|
||
|
FISV
134
Fiserv Inc
FISV
$35.9B
| $598M | 0.19% |
4,637,785
-1,909,693
|
|
||
135
Bank of America
BAC
$412B
| $591M | 0.18% |
11,456,503
-1,439,235
|
|
||
136
EOG Resources
EOG
$58.6B
| $591M | 0.18% |
5,268,004
-63,686
|
|
||
137
American Tower
AMT
$81.4B
| $581M | 0.18% |
3,018,979
-586,080
|
|
||
138
Canadian Pacific Kansas City
CP
$63.6B
| $577M | 0.18% |
7,747,085
-123,416
|
|
||
139
Starbucks
SBUX
$103B
| $541M | 0.17% |
6,389,733
+810,756
|
|
||
140
Comcast
CMCSA
$104B
| $533M | 0.17% |
16,957,412
-3,464,516
|
|
||
141
Coca-Cola Europacific Partners
CCEP
$40.1B
| $528M | 0.16% |
5,835,583
+3,392,680
|
|
||
142
American Electric Power
AEP
$62.3B
| $521M | 0.16% |
4,632,163
-158,124
|
|
||
143
Monolithic Power Systems
MPWR
$47.1B
| $512M | 0.16% |
556,587
+71,199
|
|
||
144
Viking Holdings
VIK
$31.7B
| $505M | 0.16% |
8,117,783
+3,615,969
|
|
||
145
NextEra Energy
NEE
$170B
| $504M | 0.16% |
6,675,128
-1,391,599
|
|
||
146
Live Nation Entertainment
LYV
$33.9B
| $502M | 0.16% |
3,071,673
+212,592
|
|
||
147
Axon Enterprise
AXON
$51B
| $489M | 0.15% |
681,642
+659
|
|
||
148
Ross Stores
ROST
$62.5B
| $489M | 0.15% |
3,207,203
-156,094
|
|
||
149
GFL Environmental
GFL
$14.7B
| $484M | 0.15% |
10,224,632
-382,194
|
|
||
150
Carlyle Group
CG
$23.6B
| $478M | 0.15% |
7,618,075
+479,216
|
|