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
$183B
AUM Growth
+$4.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
917
New
Increased
Reduced
Closed

Top Buys

1
+$601M
2
+$497M
3
+$493M
4
K icon
Kellanova
K
+$291M
5
SYK icon
Stryker
SYK
+$251M

Top Sells

1
+$602M
2
+$550M
3
+$371M
4
DIS icon
Walt Disney
DIS
+$282M
5
XOM icon
Exxon Mobil
XOM
+$191M

Sector Composition

1 Financials 18.26%
2 Healthcare 15.93%
3 Industrials 13.82%
4 Technology 11.83%
5 Communication Services 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84B 1.01%
26,442,129
+403,525
27
$1.65B 0.9%
34,685,599
+12,624,211
28
$1.64B 0.9%
10,052,546
-3,685,425
29
$1.56B 0.85%
33,158,462
+769,327
30
$1.54B 0.84%
25,447,308
-115,888
31
$1.51B 0.82%
15,461,588
+1,818,369
32
$1.45B 0.8%
29,829,031
-239,732
33
$1.44B 0.79%
7,829,069
+153,150
34
$1.4B 0.76%
21,526,616
+1,087,557
35
$1.38B 0.76%
10,551,158
-107,592
36
$1.34B 0.73%
16,676,520
+46,643
37
$1.34B 0.73%
66,805,530
+4,863,188
38
$1.33B 0.73%
20,364,479
-5,671,058
39
$1.32B 0.72%
18,169,100
-1,496,055
40
$1.32B 0.72%
14,609,490
+266,548
41
$1.26B 0.69%
18,522,127
-1,422,279
42
$1.24B 0.68%
10,430,294
-540,206
43
$1.23B 0.67%
23,729,199
+1,895,436
44
$1.21B 0.66%
13,239,578
+136,895
45
$1.2B 0.66%
15,959,973
+742,034
46
$1.16B 0.64%
30,173,237
+235,002
47
$1.15B 0.63%
13,520,723
+2,538,291
48
$1.06B 0.58%
19,581,961
+984,628
49
$1.05B 0.58%
9,721,307
-463,793
50
$960M 0.52%
35,015,405
-248,213
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