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 | +$448M | |
| 2 | +$398M | |
| 3 | +$355M | |
| 4 |
NVIDIA
NVDA
|
+$329M |
| 5 |
PPG Industries
PPG
|
+$276M |
Top Sells
| 1 | +$828M | |
| 2 | +$465M | |
| 3 | +$397M | |
| 4 |
Walt Disney
DIS
|
+$315M |
| 5 |
McDonald's
MCD
|
+$231M |
Sector Composition
| 1 | Financials | 18.73% |
| 2 | Healthcare | 17.07% |
| 3 | Technology | 13.45% |
| 4 | Industrials | 13.17% |
| 5 | Communication Services | 8.93% |