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 | +$890M | |
| 2 | +$686M | |
| 3 | +$595M | |
| 4 |
Honeywell
HON
|
+$425M |
| 5 |
Salesforce
CRM
|
+$422M |
Top Sells
| 1 | +$3.06B | |
| 2 | +$1.13B | |
| 3 | +$705M | |
| 4 |
Johnson & Johnson
JNJ
|
+$688M |
| 5 |
Aptiv
APTV
|
+$671M |
Sector Composition
| 1 | Technology | 22.05% |
| 2 | Financials | 18.97% |
| 3 | Industrials | 13.79% |
| 4 | Healthcare | 11.79% |
| 5 | Consumer Discretionary | 6.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Permian Resources
PR
$15.7B
| $347M | 0.12% |
16,276,635
-923,519
|
|
||
177
AGCO
AGCO
$8.3B
| $337M | 0.11% |
2,863,256
-75,857
|
|
||
178
Cameco
CCJ
$46.4B
| $334M | 0.11% |
2,870,691
-34,926
|
|
||
179
Flutter Entertainment
FLUT
$17.1B
| $333M | 0.11% |
3,262,417
+301,173
|
|
||
180
BJs Wholesale Club
BJ
$11.2B
| $332M | 0.11% |
3,309,013
-146,990
|
|
||
181
Atmos Energy
ATO
$28.8B
| $331M | 0.11% |
1,772,601
-202,859
|
|
||
182
Edison International
EIX
$28.6B
| $323M | 0.11% |
4,377,239
+31,038
|
|
||
183
Teck Resources
TECK
$28.2B
| $313M | 0.11% |
5,922,775
+4,693,089
|
|
||
184
Corning
GLW
$177B
| $310M | 0.1% |
2,278,291
-1,252,969
|
|
||
185
Ametek
AME
$53.9B
| $306M | 0.1% |
1,413,837
+453,900
|
|
||
186
Comcast
CMCSA
$80.9B
| $306M | 0.1% |
+10,486,288
|
|
||
187
Icon
ICLR
$12.1B
| $305M | 0.1% |
2,727,824
+370,791
|
|
||
188
Cloudflare
NET
$79.3B
| $303M | 0.1% |
1,467,110
-172,551
|
|
||
189
Roblox
RBLX
$34.3B
| $301M | 0.1% |
5,313,608
-480,455
|
|
||
190
Suncor Energy
SU
$64.3B
| $297M | 0.1% |
3,912,966
-4,212,512
|
|
||
191
Okta
OKTA
$20.6B
| $296M | 0.1% |
3,737,304
-512,530
|
|
||
192
nVent Electric
NVT
$27.1B
| $294M | 0.1% |
2,454,091
-142,301
|
|
||
193
Carvana
CVNA
$48.6B
| $291M | 0.1% |
4,624,175
+535,300
|
|
||
194
Brunswick
BC
$5.51B
| $291M | 0.1% |
3,954,810
+381,918
|
|
||
195
W.P. Carey
WPC
$16.2B
| $290M | 0.1% |
4,190,933
-22,080
|
|
||
196
Leidos
LDOS
$13.1B
| $288M | 0.1% |
1,832,386
-164,507
|
|
||
197
Pinnacle West Capital
PNW
$12.8B
| $287M | 0.1% |
2,844,387
-55,998
|
|
||
198
LKQ Corp
LKQ
$6.68B
| $286M | 0.1% |
9,653,122
-448,665
|
|
||
199
Equity Lifestyle Properties
ELS
$12.3B
| $280M | 0.09% |
4,321,310
-194,012
|
|
||
200
Diamondback Energy
FANG
$51.6B
| $276M | 0.09% |
1,396,300
-45,322
|
|