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
451
$46M 0.02%
2,962,241
+61,682
452
$45.9M 0.02%
2,184,712
+254,128
453
$45.8M 0.02%
1,859,081
+38,742
454
$45.7M 0.02%
5,434,107
+182,290
455
$45.7M 0.02%
1,660,716
+574,239
456
$45.6M 0.02%
1,592,778
-439,148
457
$45.3M 0.02%
126,055
-756,756
458
$45.3M 0.02%
+113,253
459
$45.1M 0.02%
763,410
+60,189
460
$44.9M 0.02%
637,258
+13,286
461
$44.3M 0.02%
1,066,341
+51,116
462
$44.1M 0.02%
349,231
-8,633
463
$43.9M 0.02%
5,430,544
+2,051,959
464
$43.9M 0.02%
1,701,947
+35,442
465
$43.7M 0.02%
1,286,394
-192,036
466
$43.6M 0.02%
1,316,529
-216,623
467
$42.9M 0.02%
638,467
+40,068
468
$42.2M 0.02%
631,786
+514
469
$41.9M 0.02%
309,054
-3,190,025
470
$41.6M 0.02%
19,417
-8,734
471
$41.6M 0.02%
1,658,483
-19,473
472
$41.1M 0.02%
1,690,353
+35,208
473
$40.9M 0.02%
8,745,516
+600,966
474
$40.6M 0.02%
1,484,860
+101,906
475
$40.3M 0.02%
1,042,597
-247,014