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
$323B
AUM Growth
+$7.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
944
New
Increased
Reduced
Closed

Top Buys

1
+$2.68B
2
+$830M
3
+$829M
4
AVGO icon
Broadcom
AVGO
+$826M
5
ANET icon
Arista Networks
ANET
+$805M

Top Sells

1
+$1.03B
2
+$966M
3
+$656M
4
ISRG icon
Intuitive Surgical
ISRG
+$623M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$619M

Sector Composition

1 Technology 23.92%
2 Financials 19.63%
3 Industrials 12.8%
4 Healthcare 10.81%
5 Consumer Discretionary 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.66T
$15.7B 4.87%
30,328,654
+229,855
NVDA icon
2
NVIDIA
NVDA
$4.3T
$13.4B 4.15%
71,720,593
+14,358,048
AAPL icon
3
Apple
AAPL
$4.12T
$7.23B 2.24%
28,380,412
+3,261,336
AMZN icon
4
Amazon
AMZN
$2.49T
$6.22B 1.93%
28,307,008
-2,063,525
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$3.86T
$5.76B 1.78%
23,673,950
-2,546,964
META icon
6
Meta Platforms (Facebook)
META
$1.63T
$5.64B 1.75%
7,673,338
-1,315,324
JPM icon
7
JPMorgan Chase
JPM
$852B
$5.18B 1.6%
16,415,684
-950,387
TSM icon
8
TSMC
TSM
$1.51T
$4.4B 1.36%
15,759,419
+541,047
MA icon
9
Mastercard
MA
$494B
$3.55B 1.1%
6,239,000
-133,404
JNJ icon
10
Johnson & Johnson
JNJ
$499B
$3.26B 1.01%
17,561,352
-444,251
UBS icon
11
UBS Group
UBS
$121B
$3.17B 0.98%
77,353,590
+13,417,945
PGR icon
12
Progressive
PGR
$134B
$3.15B 0.98%
12,751,492
-153,929
CI icon
13
Cigna
CI
$74.1B
$3.14B 0.97%
10,901,749
-876,723
AON icon
14
Aon
AON
$76.1B
$3.12B 0.97%
8,757,686
-194,325
MCK icon
15
McKesson
MCK
$109B
$3.03B 0.94%
3,924,282
-60,297
AVGO icon
16
Broadcom
AVGO
$1.9T
$2.81B 0.87%
8,520,644
+2,503,304
ETN icon
17
Eaton
ETN
$134B
$2.73B 0.85%
7,289,428
-858,856
RTX icon
18
RTX Corp
RTX
$235B
$2.66B 0.82%
15,868,870
-89,321
FNV icon
19
Franco-Nevada
FNV
$40.5B
$2.6B 0.81%
11,667,204
-35,209
KKR icon
20
KKR & Co
KKR
$109B
$2.53B 0.79%
19,506,838
-340,379
ACN icon
21
Accenture
ACN
$155B
$2.5B 0.78%
10,147,796
+1,148,970
LIN icon
22
Linde
LIN
$192B
$2.47B 0.76%
5,193,983
-1,381,604
NDAQ icon
23
Nasdaq
NDAQ
$51.9B
$2.33B 0.72%
26,368,803
-905,817
APH icon
24
Amphenol
APH
$172B
$2.29B 0.71%
18,536,443
-1,599,628
HWM icon
25
Howmet Aerospace
HWM
$82.3B
$2.28B 0.71%
11,616,761
-2,447,458
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