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
$208B
AUM Growth
-$34.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$3.13B
2
+$2.34B
3
+$275M
4
ITW icon
Illinois Tool Works
ITW
+$242M
5
SWK icon
Stanley Black & Decker
SWK
+$212M

Top Sells

1
+$562M
2
+$473M
3
+$358M
4
ACN icon
Accenture
ACN
+$313M
5
COTY icon
Coty
COTY
+$282M

Sector Composition

1 Financials 20.3%
2 Technology 16.84%
3 Healthcare 16.27%
4 Industrials 13.27%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92B 0.92%
18,714,919
-150,228
27
$1.87B 0.9%
29,664,538
+1,730,003
28
$1.83B 0.88%
40,047,703
-512,559
29
$1.82B 0.87%
10,868,092
-868,481
30
$1.76B 0.84%
13,601,253
-42,345
31
$1.74B 0.83%
23,638,292
+845,558
32
$1.71B 0.82%
9,069,952
+163,018
33
$1.67B 0.8%
19,377,677
-484,351
34
$1.64B 0.79%
16,836,707
-299,416
35
$1.63B 0.78%
34,624,122
-545,270
36
$1.62B 0.78%
24,183,657
+98,177
37
$1.62B 0.78%
31,116,621
-365,161
38
$1.6B 0.77%
25,183,792
+1,106,129
39
$1.6B 0.77%
14,575,370
-298,375
40
$1.6B 0.77%
7,058,957
-57,965
41
$1.59B 0.76%
11,474,894
-266,420
42
$1.56B 0.75%
18,194,991
+1,147,088
43
$1.5B 0.72%
12,490,440
-177,999
44
$1.44B 0.69%
11,017,395
-162,162
45
$1.41B 0.68%
13,997,984
-359,343
46
$1.31B 0.63%
6,891,910
+1,445,822
47
$1.29B 0.62%
13,505,942
-2,598,938
48
$1.27B 0.61%
9,702,027
-1,076,313
49
$1.26B 0.61%
12,280,013
-453,462
50
$1.25B 0.6%
17,079,406
-255,350
1
2
3 4 5