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 | +$1.49B | |
| 2 | +$784M | |
| 3 | +$544M | |
| 4 |
Spotify
SPOT
|
+$510M |
| 5 |
Kenvue
KVUE
|
+$493M |
Top Sells
| 1 | +$1.02B | |
| 2 | +$698M | |
| 3 | +$657M | |
| 4 |
Intuit
INTU
|
+$622M |
| 5 |
Boston Scientific
BSX
|
+$562M |
Sector Composition
| 1 | Technology | 21.36% |
| 2 | Financials | 17.98% |
| 3 | Healthcare | 14.07% |
| 4 | Industrials | 13.34% |
| 5 | Consumer Discretionary | 6.87% |