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 |
Tesla
TSLA
|
$2.31B |
| 2 |
Atlassian
TEAM
|
$687M |
| 3 |
Autodesk
ADSK
|
$682M |
| 4 |
Netflix
NFLX
|
$663M |
| 5 |
Boeing
BA
|
$620M |
Top Sells
| 1 |
Microsoft
MSFT
|
$1.37B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.24B |
| 3 |
Visa
V
|
$898M |
| 4 |
Cadence Design Systems
CDNS
|
$791M |
| 5 |
JPMorgan Chase
JPM
|
$745M |
Sector Composition
| 1 | Technology | 22.04% |
| 2 | Financials | 20.25% |
| 3 | Industrials | 12.49% |
| 4 | Healthcare | 11.1% |
| 5 | Consumer Discretionary | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Trane Technologies
TT
$92.5B
| $679M | 0.21% |
1,838,856
-711,655
| -28% | -$263M |
|
127
Veeva Systems
VEEV
$44B
| $677M | 0.21% |
3,218,708
-326,743
| -9% | -$68.7M |
|
128
TE Connectivity
TEL
$61B
| $676M | 0.21% |
4,725,423
-24,225
| -0.5% | -$3.46M |
|
129
Icon
ICLR
$13.8B
| $671M | 0.21% |
3,201,761
-862,010
| -21% | -$181M |
|
130
EOG Resources
EOG
$68.2B
| $670M | 0.21% |
5,469,806
-222,463
| -4% | -$27.3M |
|
131
CRH
CRH
$75.9B
| $666M | 0.21% |
7,195,372
+820,479
| +13% | +$75.9M |
|
132
PPG Industries
PPG
$25.1B
| $655M | 0.21% |
5,486,290
-1,501,707
| -21% | -$179M |
|
133
Bank of America
BAC
$376B
| $652M | 0.21% |
14,835,742
-1,030,633
| -6% | -$45.3M |
|
134
Toronto Dominion Bank
TD
$128B
| $650M | 0.21% |
12,214,560
+28,015
| +0.2% | +$1.49M |
|
135
CMS Energy
CMS
$21.4B
| $649M | 0.2% |
9,741,389
+2,131,269
| +28% | +$142M |
|
136
Electronic Arts
EA
$43B
| $648M | 0.2% |
4,430,409
+270,991
| +7% | +$39.6M |
|
137
Datadog
DDOG
$47.7B
| $640M | 0.2% |
4,476,279
+625,429
| +16% | +$89.4M |
|
138
Hubbell
HUBB
$22.9B
| $633M | 0.2% |
1,510,430
+92,954
| +7% | +$38.9M |
|
139
American Tower
AMT
$95.5B
| $623M | 0.2% |
3,394,966
-142,926
| -4% | -$26.2M |
|
140
GE Aerospace
GE
$292B
| $621M | 0.2% |
3,722,230
-384,556
| -9% | -$64.1M |
|
141
Ross Stores
ROST
$48.1B
| $599M | 0.19% |
3,958,515
-63,682
| -2% | -$9.63M |
|
142
NextEra Energy, Inc.
NEE
$148B
| $599M | 0.19% |
8,351,857
-278,918
| -3% | -$20M |
|
143
Vertiv
VRT
$48.7B
| $597M | 0.19% |
+5,258,157
| New | +$597M |
|
144
Intuit
INTU
$186B
| $597M | 0.19% |
949,876
-65,096
| -6% | -$40.9M |
|
145
Synopsys
SNPS
$112B
| $596M | 0.19% |
1,228,842
-784,152
| -39% | -$381M |
|
146
Exelon
EXC
$44.1B
| $592M | 0.19% |
15,730,256
-1,056,525
| -6% | -$39.8M |
|
147
Chipotle Mexican Grill
CMG
$56.5B
| $589M | 0.19% |
9,763,803
-318,916
| -3% | -$19.2M |
|
148
Broadcom
AVGO
$1.4T
| $586M | 0.18% |
2,525,614
+1,590,203
| +170% | +$369M |
|
149
Intuitive Surgical
ISRG
$170B
| $561M | 0.18% |
1,075,163
-62,312
| -5% | -$32.5M |
|
150
Credicorp
BAP
$20.4B
| $555M | 0.18% |
3,024,964
-17,918
| -0.6% | -$3.28M |
|