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
$205B
AUM Growth
+$6.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
918
New
Increased
Reduced
Closed

Top Buys

1
+$1.12B
2
+$376M
3
+$323M
4
CHKP icon
Check Point Software Technologies
CHKP
+$268M
5
BAC icon
Bank of America
BAC
+$237M

Top Sells

1
+$1.05B
2
+$793M
3
+$479M
4
JPM icon
JPMorgan Chase
JPM
+$378M
5
TFC icon
Truist Financial
TFC
+$274M

Sector Composition

1 Financials 18.16%
2 Healthcare 17.15%
3 Technology 14.26%
4 Industrials 13.89%
5 Communication Services 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73B 0.84%
37,261,611
+24,015,623
27
$1.72B 0.84%
19,365,964
+550,503
28
$1.72B 0.84%
15,314,484
+1,623,561
29
$1.7B 0.83%
21,636,662
-25,766
30
$1.7B 0.83%
52,914,099
+375,716
31
$1.65B 0.8%
19,433,993
+77,963
32
$1.65B 0.8%
27,646,398
+163,453
33
$1.64B 0.8%
31,488,984
-510,067
34
$1.63B 0.79%
23,440,097
-11,410,683
35
$1.61B 0.78%
37,454,515
+2,521,232
36
$1.6B 0.78%
38,258,500
+4,128,200
37
$1.6B 0.78%
40,077,611
+8,009
38
$1.57B 0.76%
12,463,110
+551,997
39
$1.56B 0.76%
19,576,760
-359,475
40
$1.54B 0.75%
36,390,381
+180,786
41
$1.5B 0.73%
13,095,587
+143,934
42
$1.49B 0.73%
15,326,280
+845,044
43
$1.47B 0.72%
11,456,269
+1,255,103
44
$1.44B 0.7%
14,104,539
-809,427
45
$1.42B 0.69%
29,860,634
+3,982,715
46
$1.39B 0.68%
11,968,572
-57,004
47
$1.35B 0.66%
17,480,498
+741,074
48
$1.33B 0.65%
20,715,551
-1,084,781
49
$1.24B 0.6%
31,316,281
-367,793
50
$1.23B 0.6%
7,777,119
-889,200
1
2
3 4 5