Massachusetts Financial Services

Massachusetts Financial Services Portfolio holdings

AUM $310B
1-Year Est. Return 23.28%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266B
AUM Growth
+$17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1 +$439M
2 +$404M
3 +$358M
4
AEM icon
Agnico Eagle Mines
AEM
+$315M
5
SU icon
Suncor Energy
SU
+$304M

Top Sells

1 +$713M
2 +$420M
3 +$359M
4
STT icon
State Street
STT
+$320M
5
JPM icon
JPMorgan Chase
JPM
+$292M

Sector Composition

1 Financials 20.37%
2 Technology 18.15%
3 Healthcare 15.28%
4 Industrials 13.96%
5 Communication Services 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$116K ﹤0.01%
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