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 |
Apple
AAPL
|
$804M |
| 2 |
Willis Towers Watson
WTW
|
$455M |
| 3 |
PACCAR
PCAR
|
$441M |
| 4 |
KKR & Co
KKR
|
$362M |
| 5 |
Progressive
PGR
|
$355M |
Top Sells
| 1 |
PRAH
PRA Health Sciences, Inc.
PRAH
|
$536M |
| 2 |
Goldman Sachs
GS
|
$308M |
| 3 |
Charter Communications
CHTR
|
$299M |
| 4 |
Danaher
DHR
|
$276M |
| 5 |
Global Payments
GPN
|
$272M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 19.04% |
| 3 | Healthcare | 15.31% |
| 4 | Industrials | 12.8% |
| 5 | Communication Services | 8.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Equinix
EQIX
$75.7B
| $695M | 0.2% |
879,494
+31,062
| +4% | +$24.5M |
|
127
Moody's
MCO
$89.5B
| $682M | 0.2% |
1,921,195
-291,330
| -13% | -$103M |
|
128
Toronto Dominion Bank
TD
$127B
| $662M | 0.19% |
10,011,848
+2,547,192
| +34% | +$168M |
|
129
ASML
ASML
$307B
| $652M | 0.19% |
875,045
-4,122
| -0.5% | -$3.07M |
|
130
LKQ Corp
LKQ
$8.33B
| $650M | 0.19% |
12,911,710
+1,516,195
| +13% | +$76.3M |
|
131
Home Depot
HD
$417B
| $644M | 0.19% |
1,962,437
-66,747
| -3% | -$21.9M |
|
132
Chipotle Mexican Grill
CMG
$55.1B
| $637M | 0.19% |
17,517,350
-120,150
| -0.7% | -$4.37M |
|
133
Clarivate
CLVT
$2.96B
| $607M | 0.18% |
27,707,269
+88,476
| +0.3% | +$1.94M |
|
134
Arthur J. Gallagher & Co
AJG
$76.7B
| $602M | 0.18% |
4,049,694
+2,859
| +0.1% | +$425K |
|
|
135
PACCAR
PCAR
$52B
| $600M | 0.18% |
11,403,075
+8,383,530
| +278% | +$441M |
|
136
Monolithic Power Systems
MPWR
$41.5B
| $591M | 0.17% |
1,220,347
-11,429
| -0.9% | -$5.54M |
|
137
Synopsys
SNPS
$111B
| $590M | 0.17% |
1,972,192
-12,973
| -0.7% | -$3.88M |
|
138
Sea Limited
SE
$113B
| $589M | 0.17% |
1,848,937
-22,248
| -1% | -$7.09M |
|
139
Agnico Eagle Mines
AEM
$76.3B
| $584M | 0.17% |
11,258,995
-383,644
| -3% | -$19.9M |
|
140
Atlassian
TEAM
$45.2B
| $581M | 0.17% |
1,484,895
-181,191
| -11% | -$70.9M |
|
141
Xcel Energy
XEL
$43B
| $580M | 0.17% |
9,281,280
-71,475
| -0.8% | -$4.47M |
|
142
Zimmer Biomet
ZBH
$20.9B
| $577M | 0.17% |
4,059,485
-87,877
| -2% | -$12.5M |
|
143
Vertex Pharmaceuticals
VRTX
$102B
| $571M | 0.17% |
3,149,240
-4,547
| -0.1% | -$825K |
|
144
TE Connectivity
TEL
$61.7B
| $570M | 0.17% |
4,154,054
-84,938
| -2% | -$11.7M |
|
145
Charles River Laboratories
CRL
$8.07B
| $560M | 0.16% |
1,357,246
-81,163
| -6% | -$33.5M |
|
146
Nice
NICE
$8.67B
| $556M | 0.16% |
1,958,985
+407,633
| +26% | +$116M |
|
147
NetEase
NTES
$85B
| $539M | 0.16% |
6,306,283
+887,504
| +16% | +$75.8M |
|
148
Dollar General
DG
$24.1B
| $539M | 0.16% |
2,538,425
-343,804
| -12% | -$72.9M |
|
149
Agilent Technologies
A
$36.5B
| $535M | 0.16% |
3,397,352
-524,727
| -13% | -$82.7M |
|
150
Ross Stores
ROST
$49.4B
| $535M | 0.16% |
4,915,948
+700,164
| +17% | +$76.2M |
|