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 | |
|---|---|---|---|---|---|---|---|
| $374M | 0.12% | 5,383,693 -463,679 | -8% | -$32.2M | |||
| $368M | 0.12% | 3,228,685 +741,782 | +30% | +$84.6M | |||
| $367M | 0.12% | 2,191,956 -464,713 | -17% | -$77.9M | |||
| $366M | 0.12% | 2,804,375 +884,745 | +46% | +$116M | |||
| $357M | 0.12% | 1,620,856 -19,948 | -1% | -$4.39M | |||
| $352M | 0.12% | 2,567,178 -85,982 | -3% | -$11.8M | |||
| $350M | 0.12% | 2,856,262 +6,370 | +0.2% | +$780K | |||
| $345M | 0.11% | 2,679,544 -254,513 | -9% | -$32.7M | |||
| $344M | 0.11% | 4,738,438 -1,349,647 | -22% | -$98.1M | |||
| $339M | 0.11% | 2,427,549 -263,760 | -10% | -$36.9M | |||
| $339M | 0.11% | 510,929 -110,827 | -18% | -$73.4M | |||
| $332M | 0.11% | 2,344,610 -40,380 | -2% | -$5.71M | |||
| $329M | 0.11% | 2,589,014 +29,425 | +1% | +$3.74M | |||
| $329M | 0.11% | 2,273,081 -2,157,328 | -49% | -$312M | |||
| $328M | 0.11% | 2,882,369 +115,564 | +4% | +$13.2M | |||
| $328M | 0.11% | 1,967,838 +232,671 | +13% | +$38.8M | |||
| $324M | 0.11% | 2,335,254 +178,262 | +8% | +$24.8M | |||
| $324M | 0.11% | 4,542,807 +33,562 | +0.7% | +$2.39M | |||
| $321M | 0.11% | 69,598 -9,557 | -12% | -$44M | |||
| $320M | 0.11% | 5,204,341 -2,388,385 | -31% | -$147M | |||
| $315M | 0.1% | 9,952,064 +202,599 | +2% | +$6.42M | |||
| $315M | 0.1% | 2,336,222 +536,452 | +30% | +$72.4M | |||
| $310M | 0.1% | 5,698,776 -35,516 | -0.6% | -$1.93M | |||
| $308M | 0.1% | 34,501,731 -23,272,194 | -40% | -$208M | |||
| $308M | 0.1% | 4,673,173 -837,011 | -15% | -$55.2M |
