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 | +$582M | |
| 2 | +$473M | |
| 3 | +$407M | |
| 4 |
General Dynamics
GD
|
+$253M |
| 5 |
Regeneron Pharmaceuticals
REGN
|
+$252M |
Top Sells
| 1 | +$734M | |
| 2 | +$451M | |
| 3 | +$411M | |
| 4 |
Edwards Lifesciences
EW
|
+$389M |
| 5 |
Thermo Fisher Scientific
TMO
|
+$389M |
Sector Composition
| 1 | Financials | 19.48% |
| 2 | Technology | 17.38% |
| 3 | Healthcare | 16.61% |
| 4 | Industrials | 13.73% |
| 5 | Consumer Discretionary | 6.57% |