Massachusetts Financial Services

Massachusetts Financial Services Portfolio holdings

AUM $315B
1-Year Est. Return 22.65%
 

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
+22.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161B
AUM Growth
+$13.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$712M
2
+$532M
3
+$414M
4
BEN icon
Franklin Resources
BEN
+$383M
5
ABT icon
Abbott
ABT
+$315M

Top Sells

1
+$469M
2
+$401M
3
+$397M
4
LMT icon
Lockheed Martin
LMT
+$326M
5
WU icon
Western Union
WU
+$220M

Sector Composition

1 Financials 17.62%
2 Healthcare 15.65%
3 Industrials 14.78%
4 Technology 11.77%
5 Communication Services 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59B 0.98%
72,676,994
+6,543,314
27
$1.44B 0.89%
25,426,302
+465,405
28
$1.44B 0.89%
22,719,298
-2,035,667
29
$1.42B 0.88%
24,278,559
-1,058,137
30
$1.34B 0.83%
11,054,297
-324,785
31
$1.34B 0.83%
13,876,573
+735,239
32
$1.32B 0.82%
31,623,559
+1,394,994
33
$1.29B 0.8%
7,286,035
+462,164
34
$1.27B 0.79%
29,312,433
+236,661
35
$1.24B 0.77%
16,464,575
+694,757
36
$1.24B 0.77%
10,307,967
+188,445
37
$1.2B 0.75%
13,635,469
+331,877
38
$1.19B 0.74%
13,269,164
-112,258
39
$1.1B 0.68%
10,380,019
+271,501
40
$1.08B 0.67%
12,908,798
+194,336
41
$1.08B 0.67%
21,271,646
+7,575,503
42
$1.07B 0.66%
14,171,138
+75,102
43
$1.07B 0.66%
18,046,574
+955,375
44
$1.03B 0.64%
21,513,501
+343,039
45
$1.01B 0.63%
11,191,929
+749,873
46
$1,000M 0.62%
58,946,697
+4,716,375
47
$998M 0.62%
10,671,877
+101,754
48
$955M 0.59%
11,425,230
-4,752,749
49
$921M 0.57%
10,867,403
+1,296,716
50
$916M 0.57%
35,851,958
-64,794
1
2
3 4 5