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
$253B
AUM Growth
+$43.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$1.27B
2
+$747M
3
+$574M
4
MSFT icon
Microsoft
MSFT
+$555M
5
MRK icon
Merck
MRK
+$524M

Top Sells

1
+$579M
2
+$478M
3
+$425M
4
APTV icon
Aptiv
APTV
+$407M
5
MAR icon
Marriott International
MAR
+$399M

Sector Composition

1 Technology 22.06%
2 Financials 17.71%
3 Healthcare 15.83%
4 Industrials 13.15%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24B 0.88%
24,504,987
-2,924,924
27
$2.03B 0.8%
25,358,988
+674,836
28
$1.99B 0.78%
8,761,053
+589,534
29
$1.98B 0.78%
6,709,591
-889,068
30
$1.94B 0.77%
15,346,680
+686,946
31
$1.94B 0.76%
18,278,023
-2,929,436
32
$1.91B 0.75%
11,111,928
+514,084
33
$1.86B 0.73%
9,666,096
-560,634
34
$1.86B 0.73%
46,715,034
+1,493,877
35
$1.82B 0.72%
5,929,222
+110,569
36
$1.82B 0.72%
24,643,816
+7,096,803
37
$1.78B 0.7%
10,522,794
-470,451
38
$1.76B 0.69%
16,403,365
+863,363
39
$1.72B 0.68%
14,039,300
-1,310,671
40
$1.6B 0.63%
12,096,810
+1,127,109
41
$1.58B 0.62%
137,248,336
-1,309,041
42
$1.51B 0.6%
43,018,643
+13,284,649
43
$1.5B 0.59%
29,296,232
-5,175,787
44
$1.45B 0.57%
28,010,081
+1,066,616
45
$1.41B 0.56%
12,401,403
+219,808
46
$1.4B 0.55%
8,017,308
+700,491
47
$1.4B 0.55%
15,953,252
+272,333
48
$1.37B 0.54%
22,969,601
+21,155,170
49
$1.35B 0.53%
7,695,673
-1,255,667
50
$1.34B 0.53%
7,166,940
+101,619
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