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
$192B
AUM Growth
+$5.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$456M
2
+$333M
3
+$283M
4
UNP icon
Union Pacific
UNP
+$273M
5
BABA icon
Alibaba
BABA
+$268M

Top Sells

1
+$584M
2
+$267M
3
+$193M
4
BMY icon
Bristol-Myers Squibb
BMY
+$182M
5
CL icon
Colgate-Palmolive
CL
+$159M

Sector Composition

1 Financials 17.49%
2 Healthcare 17.11%
3 Technology 14.31%
4 Industrials 13.42%
5 Communication Services 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77B 0.92%
32,664,279
-843,257
27
$1.68B 0.87%
16,192,522
+1,541,366
28
$1.67B 0.87%
29,091,877
+2,351,782
29
$1.61B 0.83%
19,284,147
+179,736
30
$1.5B 0.78%
20,398,895
-558,035
31
$1.49B 0.77%
12,773,795
+9,033
32
$1.49B 0.77%
40,425,140
-24,998
33
$1.45B 0.75%
51,556,163
-4,026,134
34
$1.44B 0.75%
12,098,407
+3,825,958
35
$1.37B 0.71%
22,240,933
-1,939,113
36
$1.34B 0.7%
1,680,515
+34,398
37
$1.31B 0.68%
48,074,776
-865,812
38
$1.31B 0.68%
25,877,865
+831,883
39
$1.31B 0.68%
14,875,650
+556,555
40
$1.3B 0.68%
31,094,363
+2,055,337
41
$1.27B 0.66%
20,052,906
-1,250,393
42
$1.25B 0.65%
11,697,145
+728,408
43
$1.25B 0.65%
22,807,234
+1,258,241
44
$1.24B 0.64%
31,703,410
-2,290,451
45
$1.21B 0.63%
14,512,759
-1,302,635
46
$1.19B 0.62%
29,197,100
+1,345,873
47
$1.17B 0.61%
29,794,517
+1,155,914
48
$1.16B 0.6%
8,791,374
-379,970
49
$1.12B 0.58%
17,822,242
+2,001,380
50
$1.09B 0.57%
9,568,323
+569,381
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