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
$237B
AUM Growth
+$28.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Top Buys

1
+$1.06B
2
+$697M
3
+$452M
4
EFX icon
Equifax
EFX
+$439M
5
DG icon
Dollar General
DG
+$289M

Top Sells

1
+$812M
2
+$511M
3
+$330M
4
WFC icon
Wells Fargo
WFC
+$303M
5
AXP icon
American Express
AXP
+$234M

Sector Composition

1 Financials 19.51%
2 Technology 17.57%
3 Healthcare 15.78%
4 Industrials 14.01%
5 Communication Services 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.05B 0.86%
42,415,219
-6,268,466
27
$2.04B 0.86%
23,088,884
-9,187,882
28
$2.04B 0.86%
32,797,460
+1,680,839
29
$1.97B 0.83%
24,325,836
+142,179
30
$1.96B 0.82%
10,189,863
-678,229
31
$1.95B 0.82%
18,506,832
+311,841
32
$1.91B 0.81%
11,437,597
-37,297
33
$1.91B 0.81%
157,814,595
-3,093,273
34
$1.9B 0.8%
13,597,082
-4,171
35
$1.89B 0.8%
7,082,712
+23,755
36
$1.89B 0.8%
28,669,752
-994,786
37
$1.8B 0.76%
37,305,143
-2,742,560
38
$1.79B 0.75%
16,006,172
-830,535
39
$1.76B 0.74%
24,287,643
-896,149
40
$1.7B 0.72%
12,426,757
-63,683
41
$1.65B 0.7%
18,381,401
-996,276
42
$1.63B 0.69%
11,322,882
+305,487
43
$1.59B 0.67%
31,549,585
-3,074,537
44
$1.55B 0.65%
12,513,892
-1,484,092
45
$1.53B 0.65%
24,133,446
+1,268,393
46
$1.52B 0.64%
13,695,977
-879,393
47
$1.5B 0.63%
31,549,988
+4,236,708
48
$1.48B 0.62%
40,037,960
+453
49
$1.46B 0.62%
8,771,997
-930,030
50
$1.4B 0.59%
32,126,399
-403,284
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