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
$325B
AUM Growth
+$13.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$1.3B
2
+$794M
3
+$701M
4
ICLR icon
Icon
ICLR
+$474M
5
FISV
Fiserv Inc
FISV
+$462M

Top Sells

1
+$912M
2
+$775M
3
+$578M
4
BABA icon
Alibaba
BABA
+$562M
5
GS icon
Goldman Sachs
GS
+$480M

Sector Composition

1 Technology 21.43%
2 Financials 18.38%
3 Healthcare 14.91%
4 Industrials 13.45%
5 Communication Services 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.85B 0.87%
5,985,362
+1,945
27
$2.69B 0.83%
19,140,362
-458,936
28
$2.53B 0.78%
21,216,873
+3,877,909
29
$2.52B 0.78%
16,798,777
-640,794
30
$2.5B 0.77%
25,879,482
-135,067
31
$2.46B 0.75%
15,541,496
-54,976
32
$2.4B 0.74%
6,740,435
+173,257
33
$2.29B 0.7%
10,382,549
-229,603
34
$2.28B 0.7%
9,409,075
+163,408
35
$2.27B 0.7%
34,869,150
+2,082,363
36
$2.2B 0.68%
8,942,109
-370,308
37
$2.13B 0.65%
15,383,008
-56,119
38
$2.09B 0.64%
11,534,876
+798,873
39
$2.07B 0.64%
28,497,068
-211,105
40
$2.04B 0.63%
131,493,615
-115,041
41
$1.99B 0.61%
31,975,022
-76,325
42
$1.97B 0.61%
6,080,105
+104,367
43
$1.96B 0.6%
16,102,295
-101,989
44
$1.91B 0.59%
25,920,342
+2,162,291
45
$1.86B 0.57%
11,967,363
-575,309
46
$1.85B 0.57%
37,641,681
-3,785,841
47
$1.83B 0.56%
12,961,484
+296,189
48
$1.81B 0.56%
30,296,042
+3,765,174
49
$1.73B 0.53%
9,394,290
-563,605
50
$1.68B 0.52%
12,408,242
-662,123
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