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
+$6.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$559M
2
+$461M
3
+$423M
4
SJM icon
J.M. Smucker
SJM
+$275M
5
MCO icon
Moody's
MCO
+$261M

Top Sells

1
+$968M
2
+$430M
3
+$323M
4
ACN icon
Accenture
ACN
+$296M
5
STJ
St Jude Medical
STJ
+$224M

Sector Composition

1 Healthcare 17.91%
2 Financials 17.25%
3 Technology 13.94%
4 Industrials 13.57%
5 Communication Services 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8B 0.91%
51,073,200
-973,100
27
$1.79B 0.9%
31,999,051
-665,228
28
$1.76B 0.88%
52,538,383
+982,220
29
$1.71B 0.86%
21,662,428
+1,263,533
30
$1.67B 0.84%
15,989,847
+139,886
31
$1.58B 0.79%
19,356,030
+71,883
32
$1.56B 0.78%
11,911,113
-187,294
33
$1.56B 0.78%
40,069,602
-355,538
34
$1.56B 0.78%
19,936,235
-2,870,999
35
$1.54B 0.78%
14,913,966
+38,316
36
$1.54B 0.78%
12,951,653
+177,858
37
$1.51B 0.76%
27,482,945
+1,605,080
38
$1.5B 0.75%
13,690,923
+3,874,247
39
$1.48B 0.75%
25,877,919
+8,055,677
40
$1.44B 0.73%
12,025,576
+328,431
41
$1.42B 0.72%
36,209,595
+5,115,232
42
$1.41B 0.71%
34,933,283
+5,736,183
43
$1.36B 0.69%
1,715,778
+35,263
44
$1.32B 0.67%
21,800,332
-440,601
45
$1.29B 0.65%
18,065,813
-1,987,093
46
$1.26B 0.64%
14,481,236
+1,036,524
47
$1.23B 0.62%
16,739,424
-400,815
48
$1.22B 0.62%
34,130,300
-312,260
49
$1.22B 0.61%
8,666,319
-125,055
50
$1.17B 0.59%
10,201,166
+632,843
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