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
$230B
AUM Growth
+$5.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
911
New
Increased
Reduced
Closed

Top Buys

1
+$763M
2
+$417M
3
+$389M
4
SLB icon
SLB Ltd
SLB
+$388M
5
UNP icon
Union Pacific
UNP
+$296M

Top Sells

1
+$819M
2
+$520M
3
+$361M
4
DD
Du Pont De Nemours E I
DD
+$341M
5
V icon
Visa
V
+$293M

Sector Composition

1 Financials 21.39%
2 Healthcare 15.69%
3 Technology 14.94%
4 Industrials 13.48%
5 Communication Services 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17B 0.94%
29,832,356
+1,277,074
27
$2.14B 0.93%
39,914,299
+669,842
28
$2.11B 0.91%
18,517,558
-963,814
29
$2.09B 0.91%
19,244,927
+708,323
30
$2.05B 0.89%
28,031,201
+1,628,375
31
$2.01B 0.87%
19,615,869
-7,992,431
32
$1.92B 0.83%
36,140,619
-4,073
33
$1.92B 0.83%
13,437,903
+463,823
34
$1.88B 0.81%
24,672,188
+1,716,352
35
$1.84B 0.8%
25,322,564
+317,478
36
$1.82B 0.79%
19,524,218
+788,597
37
$1.78B 0.77%
107,758,555
+7,294,221
38
$1.77B 0.77%
44,042,921
+808,724
39
$1.75B 0.76%
17,747,456
-2,407,887
40
$1.72B 0.75%
23,063,523
+5,227,066
41
$1.69B 0.73%
14,545,505
+2,552,514
42
$1.59B 0.69%
12,964,090
+275,988
43
$1.59B 0.69%
17,544,382
-17,234
44
$1.54B 0.67%
15,614,732
-975,069
45
$1.5B 0.65%
18,484,450
-1,127,418
46
$1.43B 0.62%
11,916,681
-2,065,836
47
$1.42B 0.61%
36,733,056
-858,348
48
$1.39B 0.61%
11,682,486
-1,111,374
49
$1.39B 0.6%
28,831,700
-5,346,240
50
$1.38B 0.6%
28,636,205
-5,053,147
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