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
326
$107M 0.04%
4,025,825
+155,131
327
$107M 0.04%
535,599
+191,310
328
$107M 0.04%
5,445,032
+73,048
329
$107M 0.04%
2,300,000
-357,110
330
$105M 0.04%
2,171,185
+13,207
331
$105M 0.04%
4,130,898
+1,240,130
332
$105M 0.04%
4,008,241
+29,237
333
$103M 0.04%
1,178,969
+480,285
334
$103M 0.04%
2,421,615
+15,770
335
$103M 0.04%
485,572
+296
336
$102M 0.04%
10,866,712
-17,564,767
337
$102M 0.04%
4,377,328
-154,340
338
$101M 0.04%
790,139
+5,768
339
$100M 0.04%
1,340,198
+10,494
340
$99.9M 0.04%
1,816,466
+19,432
341
$99.3M 0.04%
708,007
-15,661
342
$97.4M 0.04%
350,852
+326,080
343
$97.1M 0.04%
1,101,218
+8,038
344
$96.4M 0.04%
1,196,681
+211,311
345
$96M 0.04%
7,646,637
+56,111
346
$95.5M 0.04%
8,307,625
+1,849
347
$95.4M 0.04%
1,896,482
-182
348
$94.8M 0.04%
1,158,721
+100,348
349
$94.4M 0.04%
580,399
+4,279
350
$92.7M 0.03%
6,764,060
-62,540