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
$198B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$870M
2
+$597M
3
+$405M
4
CL icon
Colgate-Palmolive
CL
+$391M
5
AXP icon
American Express
AXP
+$333M

Top Sells

1
+$905M
2
+$861M
3
+$647M
4
PG icon
Procter & Gamble
PG
+$376M
5
ABBV icon
AbbVie
ABBV
+$298M

Sector Composition

1 Financials 18.04%
2 Healthcare 17.04%
3 Industrials 13.56%
4 Technology 12.72%
5 Communication Services 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7B 0.86%
42,270,900
-16,085,258
27
$1.67B 0.85%
71,270,537
+2,286,911
28
$1.62B 0.82%
52,169,160
+1,032,524
29
$1.59B 0.8%
32,655,574
-1,788,351
30
$1.55B 0.78%
18,187,496
-592,612
31
$1.55B 0.78%
33,362,223
-1,304,704
32
$1.52B 0.77%
19,488,056
+4,267,630
33
$1.5B 0.76%
18,316,780
+268,292
34
$1.46B 0.74%
7,197,959
-178,096
35
$1.46B 0.74%
25,955,107
-1,397,968
36
$1.44B 0.73%
14,732,495
-3,005,791
37
$1.39B 0.7%
30,904,422
-856,308
38
$1.39B 0.7%
12,815,851
-264,377
39
$1.36B 0.69%
24,805,967
+1,236,184
40
$1.35B 0.68%
16,905,205
-1,162,225
41
$1.34B 0.68%
23,674,269
-69,116
42
$1.34B 0.68%
17,166,885
-167,357
43
$1.33B 0.67%
20,262,730
-430,139
44
$1.28B 0.65%
22,455,189
+3,303,413
45
$1.26B 0.64%
28,784,951
+191,383
46
$1.25B 0.63%
1,831,541
+26,948
47
$1.24B 0.63%
9,992,830
-113,934
48
$1.24B 0.63%
10,282,605
-111,985
49
$1.18B 0.6%
18,863,033
-425,969
50
$1.13B 0.57%
3,083,959
+41,392
1
2
3 4 5