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
$187B
AUM Growth
+$8.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$2.04B
2
+$1.31B
3
+$569M
4
COO icon
Cooper Companies
COO
+$546M
5
DD
Du Pont De Nemours E I
DD
+$336M

Top Sells

1
+$2B
2
+$1.32B
3
+$751M
4
ACN icon
Accenture
ACN
+$606M
5
DIS icon
Walt Disney
DIS
+$487M

Sector Composition

1 Financials 18.79%
2 Healthcare 17.89%
3 Technology 13.53%
4 Industrials 12.92%
5 Communication Services 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67B 0.89%
40,450,138
-893,137
27
$1.63B 0.87%
57,720,530
+46,496,466
28
$1.55B 0.83%
33,507,536
-1,968,629
29
$1.55B 0.83%
15,667,123
-86,433
30
$1.47B 0.78%
26,740,095
-218,876
31
$1.46B 0.78%
20,956,930
+2,580,900
32
$1.46B 0.78%
14,651,156
+5,717,445
33
$1.45B 0.77%
19,104,411
+1,507,708
34
$1.44B 0.77%
12,764,762
-161,354
35
$1.41B 0.75%
14,319,095
+2,094,420
36
$1.33B 0.71%
21,548,993
+1,818,614
37
$1.3B 0.7%
29,039,026
+1,004,528
38
$1.29B 0.69%
48,940,588
-1,066,700
39
$1.26B 0.67%
25,045,982
+246,135
40
$1.25B 0.67%
33,993,861
-526,036
41
$1.23B 0.66%
9,171,344
-88,362
42
$1.23B 0.66%
15,815,394
-827,513
43
$1.23B 0.66%
28,638,603
-1,460,795
44
$1.23B 0.66%
21,303,299
-938,486
45
$1.22B 0.65%
1,646,117
-113,383
46
$1.2B 0.64%
35,423,420
+5,373,020
47
$1.19B 0.63%
27,851,227
-366,278
48
$1.06B 0.57%
12,371,417
-1,506,678
49
$1.06B 0.56%
17,417,518
+2,553,889
50
$1.03B 0.55%
4,764,024
-921,979
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