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 | $567M | |
| 2 | $383M | |
| 3 | $351M | |
| 4 | $345M | |
| 5 | $306M |
Top Sells
| 1 | $1.38B | |
| 2 | $891M | |
| 3 | $795M | |
| 4 | $790M | |
| 5 | $712M |
Sector Composition
| 1 | Financials | 20.82% |
| 2 | Technology | 19.5% |
| 3 | Industrials | 12.37% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 6.89% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $512M | 0.17% | 10,591,706 -431,864 | -4% | -$20.9M | |||
| $496M | 0.16% | 1,516,060 +400,352 | +36% | +$131M | |||
| $492M | 0.16% | 3,849,449 -109,066 | -3% | -$13.9M | |||
| $488M | 0.16% | 2,378,577 -1,300,579 | -35% | -$267M | |||
| $479M | 0.16% | 11,259,317 -389,837 | -3% | -$16.6M | |||
| $479M | 0.16% | 1,446,757 -63,673 | -4% | -$21.1M | |||
| $468M | 0.16% | 2,792,601 +266,987 | +11% | +$44.7M | |||
| $463M | 0.15% | 6,203,963 +246,558 | +4% | +$18.4M | |||
| $462M | 0.15% | 4,656,379 +180,100 | +4% | +$17.9M | |||
| $457M | 0.15% | 3,077,577 +12,607 | +0.4% | +$1.87M | |||
| $448M | 0.15% | 2,792,934 +378,841 | +16% | +$60.7M | |||
| $447M | 0.15% | 4,552,921 +3,124,533 | +219% | +$306M | |||
| $434M | 0.14% | 3,509,098 +60,116 | +2% | +$7.44M | |||
| $431M | 0.14% | 6,697,856 -314,716 | -4% | -$20.3M | |||
| $415M | 0.14% | 6,250,093 +1,545,639 | +33% | +$103M | |||
| $412M | 0.14% | 4,394,538 -3,101,734 | -41% | -$291M | |||
| $408M | 0.14% | 8,121,380 -1,642,423 | -17% | -$82.5M | |||
| $407M | 0.14% | 1,111,265 -114,926 | -9% | -$42.1M | |||
| $391M | 0.13% | 5,973,156 -613,499 | -9% | -$40.2M | |||
| $390M | 0.13% | 2,264,927 -716,849 | -24% | -$123M | |||
| $389M | 0.13% | 3,699,944 +2,830,582 | +326% | +$298M | |||
| $381M | 0.13% | 1,242,310 -17,217 | -1% | -$5.28M | |||
| $379M | 0.13% | 5,516,857 -285,545 | -5% | -$19.6M | |||
| $376M | 0.12% | 1,274,328 -416,013 | -25% | -$123M | |||
| $375M | 0.12% | 5,911,545 -143,569 | -2% | -$9.11M |
