Massachusetts Financial Services

Massachusetts Financial Services Portfolio holdings

AUM $323B
1-Year Est. Return 22.52%
 

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
+22.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225B
AUM Growth
+$11.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$2.71B
2
+$705M
3
+$392M
4
SLB icon
SLB Ltd
SLB
+$388M
5
DUK icon
Duke Energy
DUK
+$271M

Top Sells

1
+$642M
2
+$361M
3
+$314M
4
EXCU
Exelon Corporation
EXCU
+$270M
5
AZO icon
AutoZone
AZO
+$205M

Sector Composition

1 Financials 20.91%
2 Healthcare 16.41%
3 Technology 14.24%
4 Industrials 13.54%
5 Communication Services 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04B 0.9%
18,536,604
-8,385
27
$2.04B 0.9%
39,244,457
-8,565
28
$2.03B 0.9%
26,402,826
+164,039
29
$2.02B 0.89%
26,206,045
-996,759
30
$1.98B 0.88%
13,116,122
+778,999
31
$1.97B 0.87%
29,881,247
+5,894,785
32
$1.95B 0.86%
61,131,545
+440,375
33
$1.89B 0.84%
12,974,080
+558,391
34
$1.88B 0.84%
100,464,334
+3,203,168
35
$1.87B 0.83%
43,234,197
+3,636,330
36
$1.84B 0.82%
36,144,692
-503,138
37
$1.72B 0.76%
22,955,836
+113,947
38
$1.69B 0.75%
33,689,352
-7,200,380
39
$1.66B 0.74%
25,005,086
-847,175
40
$1.65B 0.73%
13,982,517
-316,985
41
$1.65B 0.73%
34,177,940
+564,260
42
$1.61B 0.71%
12,688,102
-123,752
43
$1.6B 0.71%
18,735,621
+365,340
44
$1.58B 0.7%
19,611,868
-105,485
45
$1.5B 0.66%
12,793,860
-435
46
$1.48B 0.66%
17,561,616
-539,653
47
$1.45B 0.65%
16,589,801
-251,766
48
$1.42B 0.63%
10,261,464
-874,145
49
$1.38B 0.61%
28,142,354
+92,309
50
$1.37B 0.61%
16,546,452
-118,729
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