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
$245B
AUM Growth
+$8.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$497M
2
+$476M
3
+$395M
4
FE icon
FirstEnergy
FE
+$358M
5
BDX icon
Becton Dickinson
BDX
+$324M

Top Sells

1
+$605M
2
+$532M
3
+$434M
4
JCI icon
Johnson Controls International
JCI
+$295M
5
COTY icon
Coty
COTY
+$284M

Sector Composition

1 Financials 20.3%
2 Technology 17.25%
3 Healthcare 15.63%
4 Industrials 14.19%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1B 0.85%
18,580,120
+73,288
27
$2.06B 0.84%
52,517,628
-729,162
28
$1.98B 0.81%
6,718,892
-363,820
29
$1.97B 0.8%
13,350,233
-246,849
30
$1.95B 0.8%
11,551,246
+113,649
31
$1.91B 0.78%
36,522,258
-782,885
32
$1.91B 0.78%
23,344,557
-981,279
33
$1.88B 0.76%
158,344,326
+529,731
34
$1.88B 0.76%
12,938,633
+378,234
35
$1.86B 0.76%
13,291,561
-404,416
36
$1.83B 0.75%
12,239,363
-187,394
37
$1.8B 0.73%
38,035,051
-4,380,168
38
$1.79B 0.73%
20,328,665
+1,947,264
39
$1.73B 0.7%
11,301,894
-20,988
40
$1.71B 0.7%
5,278,817
+182,879
41
$1.68B 0.68%
21,379,989
-1,708,895
42
$1.67B 0.68%
8,676,918
-95,079
43
$1.65B 0.67%
23,341,729
-791,717
44
$1.62B 0.66%
28,918,692
+248,940
45
$1.61B 0.66%
10,218,094
+1,724,904
46
$1.48B 0.6%
23,358,573
-929,070
47
$1.45B 0.59%
14,002,657
-2,003,515
48
$1.44B 0.59%
29,079,724
-2,470,264
49
$1.43B 0.58%
29,008,371
+5,907,082
50
$1.39B 0.57%
12,202,384
-311,508
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