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
$249B
AUM Growth
+$3.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
884
New
Increased
Reduced
Closed

Top Buys

1
+$459M
2
+$447M
3
+$419M
4
DD icon
DuPont de Nemours
DD
+$404M
5
SU icon
Suncor Energy
SU
+$352M

Top Sells

1
+$586M
2
+$446M
3
+$383M
4
ACN icon
Accenture
ACN
+$352M
5
MET icon
MetLife
MET
+$301M

Sector Composition

1 Financials 20.24%
2 Technology 17.69%
3 Healthcare 15.15%
4 Industrials 14.15%
5 Communication Services 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12B 0.85%
13,127,045
-223,188
27
$2.11B 0.85%
18,890,839
+310,719
28
$2.08B 0.83%
12,814,161
+1,262,915
29
$2.04B 0.82%
21,318,682
+990,017
30
$2.02B 0.81%
11,007,717
-294,177
31
$2.01B 0.81%
36,250,915
-271,343
32
$1.99B 0.8%
5,307,071
+28,254
33
$1.98B 0.79%
58,023,710
-648,604
34
$1.92B 0.77%
22,305,977
-1,038,580
35
$1.88B 0.76%
37,339,743
-695,308
36
$1.88B 0.76%
6,810,109
+91,217
37
$1.83B 0.74%
161,945,733
+3,601,407
38
$1.82B 0.73%
13,221,028
+282,395
39
$1.81B 0.73%
12,190,012
-49,351
40
$1.68B 0.67%
28,333,460
-585,232
41
$1.66B 0.67%
12,775,460
-516,101
42
$1.66B 0.67%
10,933,051
+714,957
43
$1.62B 0.65%
28,892,292
-187,432
44
$1.59B 0.64%
29,799,250
+790,879
45
$1.55B 0.62%
25,104,853
+310,593
46
$1.55B 0.62%
8,697,358
+20,440
47
$1.52B 0.61%
11,429,528
-772,856
48
$1.52B 0.61%
22,992,062
-349,667
49
$1.51B 0.61%
19,877,227
-1,502,762
50
$1.45B 0.58%
30,083,866
+2,120,802
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