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 | |
|---|---|---|---|---|---|---|---|
| $307M | 0.1% | 9,722,265 -597,676 | -6% | -$18.9M | |||
| $305M | 0.1% | 308,779 -5,662 | -2% | -$5.59M | |||
| $304M | 0.1% | 372,958 +6,945 | +2% | +$5.66M | |||
| $304M | 0.1% | 2,779,541 -2,706,749 | -49% | -$296M | |||
| $303M | 0.1% | 7,751,922 +4,384,624 | +130% | +$172M | |||
| $301M | 0.1% | 3,660,128 +4,028 | +0.1% | +$332K | |||
| $300M | 0.1% | 1,962,965 +210,469 | +12% | +$32.2M | |||
| $298M | 0.1% | 6,827,559 +476,127 | +8% | +$20.8M | |||
| $297M | 0.1% | 2,630,666 +3,015 | +0.1% | +$340K | |||
| $296M | 0.1% | 5,030,011 -103,563 | -2% | -$6.1M | |||
| $293M | 0.1% | 1,877,917 +10,366 | +0.6% | +$1.62M | |||
| $292M | 0.1% | 554,382 +3,185 | +0.6% | +$1.68M | |||
| $292M | 0.1% | 3,542,199 -85,874 | -2% | -$7.07M | |||
| $290M | 0.1% | 6,111,810 -48,821 | -0.8% | -$2.32M | |||
| $286M | 0.1% | 3,683,428 -818,468 | -18% | -$63.5M | |||
| $284M | 0.09% | 1,355,823 -7,148 | -0.5% | -$1.5M | |||
| $280M | 0.09% | 4,952,853 +30,424 | +0.6% | +$1.72M | |||
| $280M | 0.09% | 2,147,110 +136,638 | +7% | +$17.8M | |||
| $276M | 0.09% | 1,374,735 -121,834 | -8% | -$24.4M | |||
| $275M | 0.09% | 1,032,049 -562,003 | -35% | -$150M | |||
| $275M | 0.09% | 1,628,304 +809,423 | +99% | +$137M | |||
| $273M | 0.09% | 5,587,678 -343,820 | -6% | -$16.8M | |||
| $271M | 0.09% | 906,017 -15,422 | -2% | -$4.62M | |||
| $270M | 0.09% | 2,218,408 -111,188 | -5% | -$13.5M | |||
| $269M | 0.09% | 1,505,268 -183,419 | -11% | -$32.8M |
