Massachusetts Financial Services

Massachusetts Financial Services Portfolio holdings

AUM $310B
1-Year Est. Return 23.25%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179B
AUM Growth
-$17.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
945
New
Increased
Reduced
Closed

Top Buys

1
+$590M
2
+$472M
3
+$419M
4
NOV icon
NOV
NOV
+$289M
5
PYPL icon
PayPal
PYPL
+$246M

Top Sells

1
+$437M
2
+$333M
3
+$289M
4
HON icon
Honeywell
HON
+$262M
5
EBAY icon
eBay
EBAY
+$259M

Sector Composition

1 Financials 18.82%
2 Healthcare 16.88%
3 Technology 13.94%
4 Industrials 13.08%
5 Communication Services 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54B 0.86%
35,476,165
+1,059,391
27
$1.53B 0.86%
73,791,019
+444,194
28
$1.38B 0.77%
15,753,556
+4,121,636
29
$1.38B 0.77%
50,007,288
-6,780,160
30
$1.34B 0.75%
26,958,971
+945,335
31
$1.32B 0.74%
22,975,470
-640,791
32
$1.29B 0.72%
12,926,116
-290,109
33
$1.29B 0.72%
34,519,897
-728,892
34
$1.27B 0.71%
1,759,500
-244,715
35
$1.27B 0.71%
18,376,030
+1,009,848
36
$1.26B 0.71%
30,099,398
-504,180
37
$1.25B 0.7%
22,241,785
-1,067,824
38
$1.24B 0.7%
19,730,379
-171,363
39
$1.24B 0.69%
16,642,907
-1,359,533
40
$1.18B 0.66%
5,686,003
-590,065
41
$1.17B 0.65%
24,799,847
+1,559,730
42
$1.16B 0.65%
17,596,703
+552,153
43
$1.16B 0.65%
28,217,505
-245,606
44
$1.13B 0.63%
28,034,498
-4,956,997
45
$1.09B 0.61%
9,259,706
-230,427
46
$1.09B 0.61%
13,842,606
-3,621,757
47
$1.06B 0.59%
13,878,095
-875,472
48
$1.04B 0.58%
12,224,675
+5,967,146
49
$1.04B 0.58%
16,657,549
-1,257,320
50
$1.02B 0.57%
9,978,807
-224,867
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