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
$196B
AUM Growth
+$7.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$594M
2
+$552M
3
+$420M
4
AAPL icon
Apple
AAPL
+$331M
5
TXN icon
Texas Instruments
TXN
+$321M

Top Sells

1
+$392M
2
+$351M
3
+$345M
4
DIS icon
Walt Disney
DIS
+$341M
5
LMT icon
Lockheed Martin
LMT
+$336M

Sector Composition

1 Financials 18.75%
2 Healthcare 16.69%
3 Industrials 13.64%
4 Technology 12.02%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92B 0.98%
22,471,672
+6,458,075
27
$1.74B 0.88%
18,780,108
-1,582,744
28
$1.66B 0.85%
17,738,286
-1,633,125
29
$1.61B 0.82%
34,443,925
-1,789,350
30
$1.57B 0.8%
27,353,075
-1,586,301
31
$1.56B 0.79%
34,666,927
-1,139,792
32
$1.54B 0.79%
68,983,626
+1,269,670
33
$1.53B 0.78%
31,760,730
-1,349,953
34
$1.42B 0.72%
7,376,055
-1,742,233
35
$1.42B 0.72%
15,220,426
+493,225
36
$1.41B 0.72%
51,136,636
+12,000,012
37
$1.38B 0.7%
13,080,228
-467,344
38
$1.38B 0.7%
15,166,300
-1,030,366
39
$1.37B 0.7%
18,048,488
-4,406,801
40
$1.35B 0.69%
10,394,590
-40,929
41
$1.35B 0.68%
20,692,869
+846,109
42
$1.34B 0.68%
17,334,242
-752,041
43
$1.31B 0.67%
18,067,430
-1,309,817
44
$1.29B 0.65%
28,593,568
+3,659,623
45
$1.28B 0.65%
23,569,783
+7,754,723
46
$1.27B 0.64%
23,743,385
-479,401
47
$1.14B 0.58%
10,106,764
+466,599
48
$1.12B 0.57%
1,804,593
+181,686
49
$1.09B 0.55%
3,042,567
-22,967
50
$1.09B 0.55%
9,695,739
-923,985
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