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
51
$1.39B 0.57%
9,225,404
+534,348
52
$1.37B 0.56%
24,794,260
+2,753,995
53
$1.36B 0.55%
30,824,995
-724,590
54
$1.36B 0.55%
32,888,501
-7,149,459
55
$1.34B 0.55%
10,875,628
-489,772
56
$1.33B 0.54%
9,851,218
+235,779
57
$1.32B 0.54%
15,869,009
-386,714
58
$1.31B 0.53%
40,824,939
+80,349
59
$1.27B 0.52%
9,244,263
-127,179
60
$1.23B 0.5%
30,904,853
-1,221,546
61
$1.22B 0.5%
10,033,001
+97,998
62
$1.22B 0.5%
10,529,418
-10,475
63
$1.21B 0.49%
21,262,794
-588,608
64
$1.2B 0.49%
27,963,064
+8,370,466
65
$1.18B 0.48%
5,735,960
-506,255
66
$1.16B 0.47%
5,666,595
-59,628
67
$1.07B 0.43%
7,379,051
+177,810
68
$1.04B 0.43%
19,093,101
-1,567,270
69
$1.04B 0.42%
7,407,847
+2,101,714
70
$1.03B 0.42%
2,841,332
+175,105
71
$1.02B 0.42%
6,748,252
-690,037
72
$1.02B 0.41%
4,718,197
+379,332
73
$1.01B 0.41%
12,017,606
-1,022,887
74
$985M 0.4%
9,726,436
+337,825
75
$949M 0.39%
4,858,398
-371,221
1 2
3
4 5