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
$213B
AUM Growth
+$9.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$783M
2
+$358M
3
+$354M
4
KSU
Kansas City Southern
KSU
+$316M
5
SBUX icon
Starbucks
SBUX
+$258M

Top Sells

1
+$1.45B
2
+$759M
3
+$309M
4
GWW icon
W.W. Grainger
GWW
+$261M
5
ORCL icon
Oracle
ORCL
+$254M

Sector Composition

1 Financials 19.68%
2 Healthcare 16.14%
3 Technology 14.43%
4 Industrials 13.26%
5 Communication Services 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93B 0.9%
58,764,529
-5,654,367
27
$1.92B 0.9%
16,168,295
+951,005
28
$1.87B 0.88%
23,986,462
+2,250,696
29
$1.85B 0.87%
26,238,787
-900,729
30
$1.82B 0.85%
40,889,732
-5,694,273
31
$1.76B 0.83%
97,261,166
+12,915,512
32
$1.75B 0.82%
12,337,123
+423,814
33
$1.73B 0.81%
22,841,889
-179,267
34
$1.73B 0.81%
36,647,830
-339,442
35
$1.69B 0.79%
12,415,689
+22,358
36
$1.67B 0.78%
39,597,867
+4,074,481
37
$1.64B 0.77%
27,470,583
+496,413
38
$1.62B 0.76%
14,299,502
+499,639
39
$1.55B 0.72%
19,717,353
-2,010,186
40
$1.54B 0.72%
12,811,854
-4,686
41
$1.54B 0.72%
25,852,261
-2,267,725
42
$1.49B 0.7%
33,613,680
-1,792,800
43
$1.47B 0.69%
11,135,609
-350,294
44
$1.46B 0.68%
18,370,281
+845,325
45
$1.44B 0.67%
16,665,181
-1,330,511
46
$1.43B 0.67%
18,101,269
-351,707
47
$1.36B 0.64%
37,976,868
-367,112
48
$1.36B 0.63%
16,841,567
+552,921
49
$1.32B 0.62%
12,794,295
+410,973
50
$1.32B 0.62%
28,050,045
-329,133
1
2
3 4 5