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
$178B
AUM Growth
+$16.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
894
New
Increased
Reduced
Closed

Top Buys

1
+$433M
2
+$309M
3
+$304M
4
MCD icon
McDonald's
MCD
+$278M
5
BEN icon
Franklin Resources
BEN
+$265M

Top Sells

1
+$329M
2
+$304M
3
+$299M
4
STJ
St Jude Medical
STJ
+$296M
5
ADSK icon
Autodesk
ADSK
+$282M

Sector Composition

1 Financials 18.31%
2 Healthcare 15.6%
3 Industrials 14.72%
4 Technology 11.79%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62B 0.91%
16,738,893
+2,862,320
27
$1.62B 0.91%
25,563,196
+458,172
28
$1.61B 0.9%
26,035,537
-4,782,182
29
$1.56B 0.87%
32,389,135
+765,576
30
$1.5B 0.84%
30,068,763
+756,330
31
$1.49B 0.84%
25,861,856
+4,590,210
32
$1.46B 0.82%
19,665,155
-3,054,143
33
$1.39B 0.78%
10,658,750
+350,783
34
$1.38B 0.77%
7,675,919
+389,884
35
$1.37B 0.77%
10,970,500
-83,797
36
$1.35B 0.76%
16,629,877
+165,302
37
$1.33B 0.75%
20,439,059
+2,392,485
38
$1.3B 0.73%
14,342,942
+171,804
39
$1.23B 0.69%
13,643,219
+7,750
40
$1.2B 0.67%
19,944,406
-4,334,153
41
$1.19B 0.67%
13,102,683
-166,481
42
$1.15B 0.64%
29,938,235
+4,903,892
43
$1.09B 0.61%
21,833,763
+320,262
44
$1.08B 0.61%
22,061,388
+8,808,472
45
$1.08B 0.61%
10,458,156
-213,721
46
$1.08B 0.61%
61,942,342
+2,995,645
47
$1.07B 0.6%
15,217,939
+477,891
48
$1.02B 0.57%
10,185,100
-194,919
49
$994M 0.56%
10,982,432
+115,029
50
$953M 0.53%
3,010,984
-165,578
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