Massachusetts Financial Services Portfolio holdings
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.
Top Buys
1 | $567M | |
2 | $383M | |
3 | $351M | |
4 | $345M | |
5 | $306M |
Top Sells
1 | $1.38B | |
2 | $891M | |
3 | $795M | |
4 | $790M | |
5 | $712M |
Sector Composition
1 | Financials | 20.82% |
2 | Technology | 19.5% |
3 | Industrials | 12.37% |
4 | Healthcare | 12.21% |
5 | Consumer Discretionary | 6.89% |