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
301
$122M 0.05%
1,184,356
+349,157
302
$122M 0.05%
8,797,338
+91,612
303
$120M 0.05%
11,479,055
+928,299
304
$120M 0.04%
4,130,282
+436,863
305
$120M 0.04%
3,001,464
+19,238
306
$119M 0.04%
1,367,919
+3,453
307
$119M 0.04%
7,294,686
-37,966
308
$119M 0.04%
1,735,497
+92,672
309
$118M 0.04%
5,235,559
+38,154
310
$117M 0.04%
2,909,322
-495,782
311
$117M 0.04%
1,819,667
+13,336
312
$117M 0.04%
7,361,426
-2,837,608
313
$116M 0.04%
1,443,437
+10,539
314
$116M 0.04%
106,968
+65
315
$116M 0.04%
1,229,830
+431,491
316
$115M 0.04%
3,357,608
+2,747
317
$115M 0.04%
7,177,990
+52,454
318
$114M 0.04%
1,600,634
+11,611
319
$113M 0.04%
643,826
+4,684
320
$113M 0.04%
4,264,239
+49,660
321
$111M 0.04%
1,833,239
+114,149
322
$111M 0.04%
1,869,463
+10,382
323
$109M 0.04%
334,451
+2,512
324
$108M 0.04%
414,439
-14,365
325
$108M 0.04%
1,646,916
+11,438