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
$189B
AUM Growth
-$2.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
945
New
Increased
Reduced
Closed

Top Buys

1
+$538M
2
+$452M
3
+$279M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$237M
5
MRK icon
Merck
MRK
+$230M

Top Sells

1
+$373M
2
+$307M
3
+$220M
4
GM icon
General Motors
GM
+$203M
5
QCOM icon
Qualcomm
QCOM
+$186M

Sector Composition

1 Financials 18.54%
2 Healthcare 16%
3 Industrials 13.59%
4 Technology 11.51%
5 Communication Services 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84B 0.97%
19,371,411
+22,105
27
$1.81B 0.96%
36,233,275
-1,214,403
28
$1.67B 0.88%
9,118,288
-662,492
29
$1.63B 0.86%
16,013,597
+202,112
30
$1.59B 0.84%
33,110,683
-13,250
31
$1.55B 0.82%
28,939,376
-1,387,927
32
$1.49B 0.79%
35,806,719
+4,695,562
33
$1.44B 0.76%
22,062,410
+184,265
34
$1.41B 0.74%
22,455,289
-2,150,017
35
$1.37B 0.72%
67,713,956
-1,829,936
36
$1.36B 0.72%
16,196,666
-125,016
37
$1.35B 0.72%
7,452,027
-109,889
38
$1.35B 0.71%
10,435,519
-69,294
39
$1.29B 0.68%
14,727,201
+230,042
40
$1.27B 0.67%
13,547,572
-40,991
41
$1.27B 0.67%
10,619,724
-511,170
42
$1.25B 0.66%
18,086,283
-100,935
43
$1.22B 0.65%
24,222,786
+87,698
44
$1.19B 0.63%
12,964,520
-98,242
45
$1.19B 0.63%
19,846,760
-383,937
46
$1.19B 0.63%
19,377,247
+1,216,900
47
$1.07B 0.57%
36,527,852
+433,696
48
$1.04B 0.55%
24,933,945
+10,338
49
$1.01B 0.53%
3,065,534
+36,816
50
$986M 0.52%
39,136,624
-2,022,308
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