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
-$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
953
New
Increased
Reduced
Closed

Top Buys

1
+$448M
2
+$398M
3
+$355M
4
NVDA icon
NVIDIA
NVDA
+$329M
5
PPG icon
PPG Industries
PPG
+$276M

Top Sells

1
+$828M
2
+$465M
3
+$397M
4
DIS icon
Walt Disney
DIS
+$315M
5
MCD icon
McDonald's
MCD
+$231M

Sector Composition

1 Financials 18.73%
2 Healthcare 17.07%
3 Technology 13.45%
4 Industrials 13.17%
5 Communication Services 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73B 0.88%
35,248,789
-154,617
27
$1.73B 0.88%
22,206,362
+2,718,306
28
$1.67B 0.85%
73,346,825
+2,076,288
29
$1.62B 0.82%
32,991,495
-370,728
30
$1.6B 0.82%
34,416,774
+1,761,200
31
$1.53B 0.78%
30,603,578
-300,844
32
$1.5B 0.76%
18,002,440
-185,056
33
$1.5B 0.76%
17,366,182
-4,610,387
34
$1.45B 0.74%
19,901,742
-360,988
35
$1.43B 0.73%
17,464,363
-852,417
36
$1.42B 0.72%
23,616,261
-2,338,846
37
$1.34B 0.68%
26,013,636
+3,558,447
38
$1.34B 0.68%
2,004,215
+172,674
39
$1.33B 0.68%
11,631,920
+2,403,542
40
$1.3B 0.66%
23,309,609
-364,660
41
$1.28B 0.65%
13,216,225
+400,374
42
$1.26B 0.64%
23,240,117
-1,565,850
43
$1.26B 0.64%
14,753,567
-2,151,638
44
$1.24B 0.63%
28,463,111
-321,840
45
$1.22B 0.62%
10,203,674
-78,931
46
$1.22B 0.62%
9,490,133
-502,697
47
$1.18B 0.6%
17,044,550
-122,335
48
$1.17B 0.59%
12,298,588
-2,433,907
49
$1.17B 0.59%
6,276,068
-921,891
50
$1.09B 0.56%
17,914,869
-948,164
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