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
$191B
AUM Growth
+$8.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$506M
2
+$297M
3
+$271M
4
SYK icon
Stryker
SYK
+$245M
5
EXC icon
Exelon
EXC
+$231M

Top Sells

1
+$401M
2
+$219M
3
+$213M
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$213M
5
GILD icon
Gilead Sciences
GILD
+$205M

Sector Composition

1 Financials 18.42%
2 Healthcare 15.61%
3 Industrials 13.63%
4 Technology 11.26%
5 Communication Services 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86B 0.97%
15,811,485
+349,897
27
$1.85B 0.97%
27,546,062
+1,103,933
28
$1.83B 0.96%
37,447,678
+2,762,079
29
$1.64B 0.86%
33,123,933
-34,529
30
$1.62B 0.85%
30,327,303
+498,272
31
$1.57B 0.82%
9,780,780
-271,766
32
$1.49B 0.78%
21,878,145
+351,529
33
$1.49B 0.78%
69,543,892
+2,738,362
34
$1.45B 0.76%
11,130,894
+700,600
35
$1.43B 0.75%
24,605,306
-842,002
36
$1.4B 0.73%
20,230,697
-133,782
37
$1.4B 0.73%
10,504,813
-46,345
38
$1.38B 0.72%
14,497,159
-112,331
39
$1.31B 0.68%
7,561,916
-267,153
40
$1.3B 0.68%
18,187,218
+18,118
41
$1.28B 0.67%
13,062,762
-176,816
42
$1.28B 0.67%
16,321,682
-354,838
43
$1.28B 0.67%
13,588,563
+67,840
44
$1.27B 0.67%
31,111,157
+937,920
45
$1.27B 0.66%
24,135,088
+405,889
46
$1.25B 0.65%
18,160,347
-361,780
47
$1.16B 0.61%
12,875,460
+127,052
48
$1.08B 0.56%
24,923,607
+11,674,617
49
$1.02B 0.53%
16,664,128
-2,917,833
50
$1.01B 0.53%
9,703,345
-17,962
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