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
$233B
AUM Growth
-$5.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
906
New
Increased
Reduced
Closed

Top Buys

1
+$345M
2
+$335M
3
+$290M
4
DUK icon
Duke Energy
DUK
+$288M
5
MSFT icon
Microsoft
MSFT
+$278M

Top Sells

1
+$506M
2
+$488M
3
+$413M
4
TMO icon
Thermo Fisher Scientific
TMO
+$408M
5
AVGO icon
Broadcom
AVGO
+$365M

Sector Composition

1 Financials 21.68%
2 Technology 16.42%
3 Healthcare 14.57%
4 Industrials 13.17%
5 Communication Services 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13B 0.91%
19,117,477
-22,947
27
$2.1B 0.9%
24,219,112
-214,595
28
$2.1B 0.9%
28,998,400
+89,820
29
$2.09B 0.9%
29,162,659
-262,962
30
$2.07B 0.89%
12,969,559
-428,957
31
$2.07B 0.89%
40,909,613
+23,365
32
$1.96B 0.84%
24,315,529
-119,728
33
$1.87B 0.8%
19,454,203
+25,866
34
$1.87B 0.8%
17,846,012
-1,080,720
35
$1.84B 0.79%
35,779,859
-473,741
36
$1.83B 0.78%
13,359,994
-25,427
37
$1.82B 0.78%
99,222,885
-6,020,217
38
$1.8B 0.77%
12,946,549
+10,260
39
$1.73B 0.74%
12,895,487
+103,948
40
$1.64B 0.7%
15,505,414
-1,446,286
41
$1.61B 0.69%
16,040,292
-1,120,514
42
$1.6B 0.69%
17,169,542
-214,016
43
$1.56B 0.67%
8,911,051
+750,224
44
$1.55B 0.66%
43,935,355
+220,701
45
$1.54B 0.66%
21,553,403
+1,487,671
46
$1.52B 0.65%
10,079,734
-91,840
47
$1.51B 0.65%
11,586,618
+24,912
48
$1.51B 0.65%
6,997,794
+218,339
49
$1.5B 0.64%
19,423,147
+3,718,916
50
$1.43B 0.61%
4,088,476
-133,188
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