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
$343B
AUM Growth
+$18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
963
New
Increased
Reduced
Closed

Top Buys

1
+$457M
2
+$436M
3
+$403M
4
ICLR icon
Icon
ICLR
+$297M
5
IFF icon
International Flavors & Fragrances
IFF
+$262M

Top Sells

1
+$789M
2
+$557M
3
+$476M
4
USB icon
US Bancorp
USB
+$423M
5
PRAH
PRA Health Sciences, Inc.
PRAH
+$399M

Sector Composition

1 Technology 21.28%
2 Financials 18.57%
3 Healthcare 14.94%
4 Industrials 13.17%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.89B 0.84%
12,190,873
-464,277
27
$2.68B 0.78%
11,194,222
-340,654
28
$2.65B 0.77%
15,624,705
-1,174,072
29
$2.64B 0.77%
9,045,578
-363,497
30
$2.58B 0.75%
18,209,897
-930,465
31
$2.56B 0.75%
7,017,029
+276,594
32
$2.5B 0.73%
25,307,275
-572,207
33
$2.47B 0.72%
33,975,787
-893,363
34
$2.41B 0.7%
15,159,699
-381,797
35
$2.37B 0.69%
8,704,987
-237,122
36
$2.31B 0.67%
33,597,739
+3,301,697
37
$2.29B 0.67%
21,389,337
+172,464
38
$2.24B 0.65%
15,095,180
-287,828
39
$2.22B 0.65%
15,761,068
-341,227
40
$2.19B 0.64%
9,966,856
-415,693
41
$2.18B 0.63%
37,123,443
-518,238
42
$2.15B 0.63%
5,923,624
-156,481
43
$2.11B 0.62%
12,779,907
-181,577
44
$2.06B 0.6%
134,610,772
+3,117,157
45
$1.97B 0.57%
27,817,212
-679,856
46
$1.92B 0.56%
24,686,997
-1,233,345
47
$1.91B 0.56%
11,105,509
-861,854
48
$1.89B 0.55%
31,262,651
-712,371
49
$1.77B 0.51%
2,449,342
+321,647
50
$1.68B 0.49%
18,320,677
+4,979,125
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