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 | +$2.54B | |
| 2 | +$500M | |
| 3 | +$489M | |
| 4 |
Danaher
DHR
|
+$487M |
| 5 |
Monster Beverage
MNST
|
+$438M |
Top Sells
| 1 | +$1.9B | |
| 2 | +$1.65B | |
| 3 | +$1.63B | |
| 4 |
NVIDIA
NVDA
|
+$850M |
| 5 |
Mondelez International
MDLZ
|
+$738M |
Sector Composition
| 1 | Technology | 23.02% |
| 2 | Financials | 19.96% |
| 3 | Industrials | 12.58% |
| 4 | Healthcare | 11.72% |
| 5 | Consumer Discretionary | 7.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Constellation Energy
CEG
$107B
| $355M | 0.11% |
1,004,263
+4,648
|
|
||
177
Colgate-Palmolive
CL
$68.8B
| $352M | 0.11% |
4,454,045
-20,407
|
|
||
178
Masimo
MASI
$9.34B
| $346M | 0.11% |
2,663,875
+43,915
|
|
||
179
Carvana
CVNA
$55.4B
| $345M | 0.11% |
817,775
+180,313
|
|
||
180
Coherent
COHR
$64.7B
| $340M | 0.11% |
+1,841,168
|
|
||
181
US Foods
USFD
$20.6B
| $339M | 0.11% |
4,494,292
-1,221,211
|
|
||
182
Fidelity National Information Services
FIS
$24.9B
| $337M | 0.11% |
5,063,589
-631,058
|
|
||
183
Wingstop
WING
$5.36B
| $335M | 0.11% |
1,405,894
+456,861
|
|
||
184
Flex
FLEX
$30.1B
| $333M | 0.11% |
5,511,613
-119,624
|
|
||
185
Church & Dwight Co
CHD
$22.9B
| $331M | 0.11% |
3,950,311
-334,383
|
|
||
186
Atmos Energy
ATO
$30.9B
| $331M | 0.11% |
1,975,460
+25,963
|
|
||
187
Trimble
TRMB
$16.1B
| $330M | 0.11% |
4,217,742
+675,134
|
|
||
188
CrowdStrike
CRWD
$108B
| $328M | 0.11% |
699,980
-54,099
|
|
||
189
Snowflake
SNOW
$49.8B
| $327M | 0.11% |
1,490,569
+1,217,350
|
|
||
190
Cloudflare
NET
$70.7B
| $323M | 0.1% |
1,639,661
+336,768
|
|
||
191
Burlington
BURL
$21.8B
| $321M | 0.1% |
1,110,632
+165,078
|
|
||
192
Extra Space Storage
EXR
$30.7B
| $320M | 0.1% |
2,455,386
-293,937
|
|
||
193
BJs Wholesale Club
BJ
$11.9B
| $311M | 0.1% |
3,456,003
-1,335,599
|
|
||
194
Raymond James Financial
RJF
$29.9B
| $310M | 0.1% |
1,931,920
-75,435
|
|
||
195
Corning
GLW
$141B
| $309M | 0.1% |
3,531,260
-392,945
|
|
||
196
AGCO
AGCO
$8.59B
| $307M | 0.1% |
2,939,113
+98,988
|
|
||
197
Valero Energy
VLO
$66.9B
| $307M | 0.1% |
1,882,803
-46,796
|
|
||
198
Regal Rexnord
RRX
$13.7B
| $305M | 0.1% |
2,174,624
-502,677
|
|
||
199
LKQ Corp
LKQ
$7.94B
| $305M | 0.1% |
10,101,787
-1,406,664
|
|
||
200
Tapestry
TPR
$31.6B
| $305M | 0.1% |
2,384,575
-64,595
|
|