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 | +$538M | |
| 2 | +$452M | |
| 3 | +$279M | |
| 4 |
BRCM
BROADCOM CORP CL-A
BRCM
|
+$237M |
| 5 |
Merck
MRK
|
+$230M |
Top Sells
| 1 | +$373M | |
| 2 | +$307M | |
| 3 | +$220M | |
| 4 |
General Motors
GM
|
+$203M |
| 5 |
Qualcomm
QCOM
|
+$186M |
Sector Composition
| 1 | Financials | 18.54% |
| 2 | Healthcare | 16% |
| 3 | Industrials | 13.59% |
| 4 | Technology | 11.51% |
| 5 | Communication Services | 9.6% |