Massachusetts Financial Services

Massachusetts Financial Services Portfolio holdings

AUM $315B
1-Year Est. Return 22.65%
 

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.

This Quarter Est. Return
1 Year Est. Return
+22.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$3.51B
2
+$3.1B
3
+$3.09B
4
JNJ icon
Johnson & Johnson
JNJ
+$3.05B
5
RTX icon
RTX Corp
RTX
+$3.01B

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.85%
2 Healthcare 15.55%
3 Industrials 14.53%
4 Technology 11.46%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43B 0.97%
+31,412,874
27
$1.43B 0.96%
+24,960,897
28
$1.35B 0.91%
+11,379,082
29
$1.3B 0.88%
+13,141,334
30
$1.28B 0.87%
+25,336,696
31
$1.25B 0.84%
+6,823,871
32
$1.23B 0.83%
+30,228,565
33
$1.21B 0.82%
+15,769,818
34
$1.17B 0.79%
+10,119,522
35
$1.15B 0.78%
+29,075,772
36
$1.14B 0.77%
+13,381,422
37
$1.1B 0.74%
+16,177,979
38
$1.05B 0.71%
+14,096,036
39
$1.03B 0.69%
+21,170,462
40
$1.01B 0.68%
+10,108,518
41
$993M 0.67%
+54,230,322
42
$979M 0.66%
+17,091,199
43
$960M 0.65%
+35,916,752
44
$953M 0.64%
+13,303,592
45
$946M 0.64%
+10,570,123
46
$931M 0.63%
+12,714,462
47
$842M 0.57%
+3,280,081
48
$829M 0.56%
+11,354,733
49
$822M 0.56%
+7,304,738
50
$819M 0.55%
+57,801,128
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