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
$311B
AUM Growth
+$35.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
943
New
Increased
Reduced
Closed

Top Buys

1
+$692M
2
+$623M
3
+$477M
4
LRCX icon
Lam Research
LRCX
+$381M
5
MTCH icon
Match Group
MTCH
+$358M

Top Sells

1
+$545M
2
+$421M
3
+$408M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$400M
5
FIS icon
Fidelity National Information Services
FIS
+$389M

Sector Composition

1 Technology 22.25%
2 Financials 17.65%
3 Healthcare 15.25%
4 Industrials 13.09%
5 Communication Services 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.67B 0.86%
12,839,895
-175,157
27
$2.52B 0.81%
17,439,571
-486,127
28
$2.4B 0.77%
15,596,472
+222,952
29
$2.38B 0.76%
26,014,549
+300,327
30
$2.34B 0.75%
6,567,178
-161,944
31
$2.28B 0.73%
9,312,417
-586,413
32
$2.21B 0.71%
10,612,152
+307,871
33
$2.17B 0.7%
9,245,667
+201,629
34
$2.07B 0.66%
10,736,003
+819,452
35
$1.97B 0.63%
17,338,964
-3,141,699
36
$1.97B 0.63%
32,051,347
+3,218,412
37
$1.9B 0.61%
16,204,284
-89,235
38
$1.88B 0.6%
13,070,365
+735,473
39
$1.86B 0.6%
131,608,656
-7,929,912
40
$1.85B 0.6%
15,439,127
-274,990
41
$1.85B 0.6%
23,758,051
-1,450,418
42
$1.85B 0.59%
12,542,672
-618,946
43
$1.83B 0.59%
41,427,522
-3,228,918
44
$1.82B 0.58%
5,975,738
+26,488
45
$1.8B 0.58%
9,957,895
-448,329
46
$1.77B 0.57%
28,708,173
-377,548
47
$1.76B 0.57%
49,028,766
+5,703,310
48
$1.74B 0.56%
32,786,787
+13,041,434
49
$1.72B 0.55%
12,243,436
-81,675
50
$1.54B 0.49%
10,302,005
-154,862
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