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
$267B
AUM Growth
-$22.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1 +$567M
2 +$386M
3 +$365M
4
GD icon
General Dynamics
GD
+$324M
5
ORLY icon
O'Reilly Automotive
ORLY
+$261M

Top Sells

1 +$997M
2 +$565M
3 +$440M
4
META icon
Meta Platforms (Facebook)
META
+$433M
5
DHR icon
Danaher
DHR
+$404M

Sector Composition

1 Financials 19.11%
2 Technology 18.72%
3 Healthcare 16.46%
4 Industrials 13.35%
5 Consumer Discretionary 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$173M 0.06%
2,674,853
+13,782
252
$169M 0.06%
2,813,423
-379,448
253
$169M 0.06%
6,670,175
+442,574
254
$167M 0.06%
3,896,080
+1,455,798
255
$167M 0.06%
1,225,623
-241,329
256
$166M 0.06%
1,899,486
+426,858
257
$165M 0.06%
5,888,586
+296,336
258
$164M 0.06%
3,468,354
+336,689
259
$162M 0.06%
3,779,836
+44,063
260
$161M 0.06%
6,466,540
+375,175
261
$161M 0.06%
1,187,525
+8,691
262
$158M 0.06%
1,084,350
+9,604
263
$157M 0.06%
699,966
-117,024
264
$157M 0.06%
331,695
+3,377
265
$156M 0.06%
9,414,622
+564,872
266
$156M 0.06%
1,645,262
+8,086
267
$153M 0.06%
988,677
-793,350
268
$151M 0.06%
3,121,068
-875,646
269
$150M 0.06%
3,073,413
+82,699
270
$150M 0.06%
1,476,288
+4,867
271
$150M 0.06%
752,521
+12,631
272
$148M 0.06%
564,221
+69,056
273
$145M 0.05%
2,492,807
+18,206
274
$144M 0.05%
1,255,428
+1,323
275
$144M 0.05%
848,751
+73,790