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 | +$1.27B | |
| 2 | +$747M | |
| 3 | +$574M | |
| 4 |
Microsoft
MSFT
|
+$555M |
| 5 |
Merck
MRK
|
+$524M |
Top Sells
| 1 | +$579M | |
| 2 | +$478M | |
| 3 | +$425M | |
| 4 |
Aptiv
APTV
|
+$407M |
| 5 |
Marriott International
MAR
|
+$399M |
Sector Composition
| 1 | Technology | 22.06% |
| 2 | Financials | 17.71% |
| 3 | Healthcare | 15.83% |
| 4 | Industrials | 13.15% |
| 5 | Communication Services | 8.07% |