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
376
$77.5M 0.03%
374,406
+357
377
$77.4M 0.03%
466,282
+4,005
378
$77M 0.03%
1,702,348
-416,803
379
$76.8M 0.03%
721,643
+231,688
380
$76.6M 0.03%
2,280,199
-130,953
381
$76.2M 0.03%
718,388
-57,010
382
$75.6M 0.03%
5,668,486
+63,475
383
$75.3M 0.03%
224,266
+1,647
384
$75M 0.03%
825,352
+6,050
385
$74.1M 0.03%
1,615,306
+11,771
386
$73.6M 0.03%
2,642,441
+20,141
387
$73.3M 0.03%
1,244,027
+103,529
388
$73.2M 0.03%
1,538,457
-818,395
389
$73M 0.03%
2,476,285
+31,550
390
$72.6M 0.03%
900,429
-208,053
391
$72.5M 0.03%
25,617,574
-1,543,146
392
$72.2M 0.03%
5,420,232
+358,651
393
$71.8M 0.03%
1,670,766
+12,175
394
$71.7M 0.03%
475,069
+4,388
395
$71.1M 0.03%
1,498,678
-107,586
396
$70.8M 0.03%
2,246,492
+200,261
397
$70.8M 0.03%
1,579,507
+84,262
398
$68.6M 0.03%
1,012,744
-36,124
399
$67.6M 0.03%
1,275,019
-121
400
$67.3M 0.03%
548,890
-8,661