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
$238B
AUM Growth
+$8.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
891
New
Increased
Reduced
Closed

Top Buys

1
+$1.51B
2
+$417M
3
+$352M
4
ETN icon
Eaton
ETN
+$253M
5
GIS icon
General Mills
GIS
+$244M

Top Sells

1
+$865M
2
+$853M
3
+$784M
4
ABT icon
Abbott
ABT
+$342M
5
UPS icon
United Parcel Service
UPS
+$335M

Sector Composition

1 Financials 21.57%
2 Technology 15.46%
3 Healthcare 14.73%
4 Industrials 13.34%
5 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.22B 0.93%
29,425,621
-406,735
27
$2.21B 0.93%
27,545,607
-485,594
28
$2.2B 0.92%
64,116,355
-876,552
29
$2.19B 0.92%
40,886,248
+971,949
30
$2.12B 0.89%
24,790,222
+1,726,699
31
$2.09B 0.88%
105,243,102
-2,515,453
32
$2.01B 0.84%
24,433,707
-238,481
33
$1.99B 0.83%
16,951,700
-1,565,858
34
$1.96B 0.82%
13,385,421
-52,482
35
$1.95B 0.82%
36,253,600
+112,981
36
$1.84B 0.77%
17,160,806
-586,650
37
$1.83B 0.77%
19,428,337
-95,881
38
$1.75B 0.74%
12,936,289
-27,801
39
$1.74B 0.73%
24,435,257
-887,307
40
$1.73B 0.72%
17,383,558
-160,824
41
$1.72B 0.72%
12,791,539
-1,753,966
42
$1.69B 0.71%
28,908,580
+76,880
43
$1.67B 0.7%
43,714,654
-328,267
44
$1.58B 0.66%
11,561,706
-120,780
45
$1.52B 0.64%
35,814,024
-919,032
46
$1.47B 0.62%
10,171,574
-60,629
47
$1.4B 0.59%
29,525,547
+889,342
48
$1.36B 0.57%
8,777,304
-579,965
49
$1.32B 0.55%
15,704,231
+1,592,971
50
$1.32B 0.55%
20,065,732
+3,464,516
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