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
51
$1.35B 0.6%
37,591,404
-385,464
52
$1.31B 0.58%
11,992,991
-134,230
53
$1.3B 0.57%
7,046,179
-304,605
54
$1.29B 0.57%
5,013,529
+395,575
55
$1.26B 0.56%
11,560,521
-789,206
56
$1.26B 0.56%
10,055,145
+786,367
57
$1.23B 0.55%
17,836,457
+667,694
58
$1.15B 0.51%
8,688,524
-175,992
59
$1.14B 0.5%
9,359,838
-106,659
60
$1.09B 0.49%
45,900,474
-285,405
61
$1.06B 0.47%
12,665,768
+3,243,705
62
$1.01B 0.45%
11,107,311
+101,473
63
$999M 0.44%
21,993,600
-592,900
64
$947M 0.42%
15,482,836
-224,098
65
$941M 0.42%
6,650,445
+1,634
66
$895M 0.4%
20,033,947
-3,599,085
67
$882M 0.39%
3,177,737
-249,049
68
$880M 0.39%
37,756,760
-324,460
69
$862M 0.38%
10,673,180
-579,609
70
$860M 0.38%
6,104,540
-638,712
71
$848M 0.38%
2,007,025
-102,659
72
$842M 0.37%
7,963,553
-113,682
73
$837M 0.37%
10,174,315
-594,866
74
$835M 0.37%
13,654,719
-1,050,943
75
$831M 0.37%
5,052,477
+124,924
1 2
3
4 5