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
$210B
AUM Growth
-$56.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$527M
2
+$516M
3
+$462M
4
MAS icon
Masco
MAS
+$397M
5
NXPI icon
NXP Semiconductors
NXPI
+$348M

Top Sells

1
+$636M
2
+$447M
3
+$428M
4
PFE icon
Pfizer
PFE
+$412M
5
MMM icon
3M
MMM
+$411M

Sector Composition

1 Technology 19.84%
2 Financials 18.12%
3 Healthcare 16.64%
4 Industrials 13.63%
5 Communication Services 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82B 0.87%
28,620,028
-130,636
27
$1.77B 0.85%
21,207,459
-1,072,085
28
$1.76B 0.84%
5,818,653
+629,137
29
$1.75B 0.84%
26,551,697
+2,198,027
30
$1.74B 0.83%
11,238,007
+541,514
31
$1.64B 0.78%
14,659,734
+919,127
32
$1.57B 0.75%
10,226,730
-732,732
33
$1.55B 0.74%
10,993,245
-2,272,417
34
$1.46B 0.7%
26,943,465
+940,199
35
$1.45B 0.69%
34,472,019
+961,095
36
$1.43B 0.68%
45,221,157
+3,749,997
37
$1.38B 0.66%
15,349,971
-2,757,041
38
$1.36B 0.65%
8,171,519
-519,971
39
$1.34B 0.64%
15,540,002
+2,863,342
40
$1.29B 0.61%
17,547,013
+7,026,356
41
$1.28B 0.61%
138,557,377
+857,941
42
$1.28B 0.61%
41,316,723
-13,303,190
43
$1.27B 0.61%
8,951,340
+3,123
44
$1.27B 0.61%
8,809,418
+48,226
45
$1.27B 0.6%
10,597,844
+16,715
46
$1.26B 0.6%
36,707,142
+1,055,669
47
$1.22B 0.58%
15,680,919
+56,850
48
$1.21B 0.58%
12,181,595
+326,316
49
$1.19B 0.57%
29,694,529
-1,009,761
50
$1.14B 0.54%
11,802,094
+7,677
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