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 | +$889M | |
| 2 | +$731M | |
| 3 | +$612M | |
| 4 |
Wells Fargo
WFC
|
+$472M |
| 5 |
LPL Financial
LPLA
|
+$347M |
Top Sells
| 1 | +$1.05B | |
| 2 | +$948M | |
| 3 | +$578M | |
| 4 |
Canadian Pacific Kansas City
CP
|
+$515M |
| 5 |
Eli Lilly
LLY
|
+$482M |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Financials | 20.58% |
| 3 | Industrials | 13.15% |
| 4 | Healthcare | 11.03% |
| 5 | Consumer Discretionary | 7.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
EXE
126
Expand Energy Corp
EXE
$24.6B
| $631M | 0.2% |
5,396,701
+740,502
|
|
||
127
Credicorp
BAP
$20.2B
| $629M | 0.2% |
2,814,601
-218,055
|
|
||
|
128
Canadian Pacific Kansas City
CP
$70.4B
| $624M | 0.2% |
7,870,501
-6,498,588
|
|
||
129
Intuitive Surgical
ISRG
$156B
| $623M | 0.2% |
1,146,204
-18,674
|
|
||
130
Wheaton Precious Metals
WPM
$50.1B
| $623M | 0.2% |
6,933,363
-114,408
|
|
||
131
Tyler Technologies
TYL
$21.7B
| $616M | 0.2% |
1,038,481
+39,554
|
|
||
132
Bank of America
BAC
$387B
| $610M | 0.19% |
12,895,738
-1,426,832
|
|
||
133
Merck
MRK
$210B
| $608M | 0.19% |
7,679,866
-303,327
|
|
||
134
Target
TGT
$41.3B
| $591M | 0.19% |
5,989,003
-630,100
|
|
||
135
Hubbell
HUBB
$23.1B
| $584M | 0.19% |
1,428,890
-17,867
|
|
||
136
DexCom
DXCM
$25.7B
| $577M | 0.18% |
6,605,687
+3,410,858
|
|
||
137
Vertex Pharmaceuticals
VRTX
$105B
| $572M | 0.18% |
1,284,354
-740,554
|
|
||
138
Datadog
DDOG
$55.8B
| $571M | 0.18% |
4,249,294
-407,085
|
|
||
139
Omnicom Group
OMC
$15.4B
| $566M | 0.18% |
7,869,786
+691,560
|
|
||
140
Walt Disney
DIS
$201B
| $566M | 0.18% |
4,564,785
-645,084
|
|
||
141
CDW
CDW
$19.5B
| $565M | 0.18% |
3,164,433
+371,499
|
|
||
142
Axon Enterprise
AXON
$50.6B
| $564M | 0.18% |
680,983
+126,601
|
|
||
143
NextEra Energy
NEE
$177B
| $560M | 0.18% |
8,066,727
-275,873
|
|
||
144
CBRE Group
CBRE
$46.7B
| $552M | 0.18% |
3,939,862
+26,563
|
|
||
145
DuPont de Nemours
DD
$32.9B
| $551M | 0.18% |
8,039,499
-3,432,761
|
|
||
146
Icon
ICLR
$14.6B
| $546M | 0.17% |
3,752,008
+650,379
|
|
||
147
GFL Environmental
GFL
$16.4B
| $535M | 0.17% |
10,606,826
+15,120
|
|
||
148
CoStar Group
CSGP
$31.9B
| $529M | 0.17% |
6,585,677
-33,795
|
|
||
149
Shopify
SHOP
$203B
| $526M | 0.17% |
4,563,693
-1,085,469
|
|
||
150
Corteva
CTVA
$42B
| $522M | 0.17% |
7,009,852
-5,332,353
|
|