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
$276B
AUM Growth
+$22.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1
+$511M
2
+$397M
3
+$329M
4
MTCH icon
Match Group
MTCH
+$276M
5
GS icon
Goldman Sachs
GS
+$276M

Top Sells

1
+$742M
2
+$467M
3
+$391M
4
FIS icon
Fidelity National Information Services
FIS
+$378M
5
ACN icon
Accenture
ACN
+$370M

Sector Composition

1 Technology 22.46%
2 Financials 16.55%
3 Healthcare 16.09%
4 Industrials 13.18%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.3B 0.83%
9,898,830
+232,734
27
$2.28B 0.83%
25,714,222
+355,234
28
$2.28B 0.82%
6,729,122
+19,531
29
$2.2B 0.8%
13,015,052
+63,085
30
$2.19B 0.79%
17,925,698
-352,325
31
$2.11B 0.76%
20,480,663
-4,532,923
32
$2.03B 0.73%
10,304,281
-218,513
33
$2B 0.72%
25,208,469
+564,653
34
$1.88B 0.68%
5,949,250
+20,028
35
$1.87B 0.68%
16,293,519
-109,846
36
$1.85B 0.67%
7,348,295
+181,355
37
$1.83B 0.66%
44,656,440
-2,058,594
38
$1.79B 0.65%
15,373,520
+26,840
39
$1.78B 0.65%
9,044,038
+1,026,730
40
$1.66B 0.6%
43,325,456
+306,813
41
$1.61B 0.58%
12,334,892
+238,082
42
$1.6B 0.58%
15,714,117
-239,135
43
$1.56B 0.57%
28,832,935
+822,854
44
$1.56B 0.56%
9,916,551
-1,195,377
45
$1.56B 0.56%
139,538,568
+2,290,232
46
$1.54B 0.56%
13,161,618
-877,682
47
$1.47B 0.53%
7,624,210
-71,463
48
$1.42B 0.51%
4,827,680
+636,989
49
$1.4B 0.51%
40,244,942
-1,484,768
50
$1.38B 0.5%
10,456,867
-164,281
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