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
$342B
AUM Growth
-$1.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Buys

1
+$804M
2
+$455M
3
+$441M
4
KKR icon
KKR & Co
KKR
+$362M
5
PGR icon
Progressive
PGR
+$355M

Top Sells

1
+$536M
2
+$308M
3
+$299M
4
DHR icon
Danaher
DHR
+$276M
5
GPN icon
Global Payments
GPN
+$272M

Sector Composition

1 Technology 21.77%
2 Financials 19.05%
3 Healthcare 15.31%
4 Industrials 12.8%
5 Communication Services 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.71B 0.79%
10,674,275
-519,947
27
$2.59B 0.76%
14,926,771
-232,928
28
$2.47B 0.72%
20,291,807
+2,081,910
29
$2.47B 0.72%
12,332,774
+141,901
30
$2.44B 0.72%
33,551,050
-424,737
31
$2.42B 0.71%
8,652,258
-52,729
32
$2.4B 0.7%
35,204,519
+1,606,780
33
$2.39B 0.7%
24,524,462
-782,813
34
$2.36B 0.69%
6,785,077
-231,952
35
$2.3B 0.67%
8,848,121
-197,457
36
$2.28B 0.67%
35,507,379
-1,616,064
37
$2.27B 0.67%
15,019,932
-741,136
38
$2.23B 0.65%
14,906,014
-189,166
39
$2.2B 0.64%
15,360,249
-264,456
40
$2.18B 0.64%
6,046,845
+123,221
41
$2.12B 0.62%
19,496,553
-1,892,784
42
$2.09B 0.61%
131,257,295
-3,353,477
43
$2.07B 0.61%
12,370,037
-409,870
44
$2.06B 0.6%
10,495,885
+529,029
45
$1.96B 0.57%
7,461,705
+1,343,423
46
$1.95B 0.57%
19,989,339
+1,668,662
47
$1.92B 0.56%
25,496,888
+809,891
48
$1.91B 0.56%
30,822,575
-440,076
49
$1.85B 0.54%
26,401,938
-1,415,274
50
$1.77B 0.52%
10,594,500
-511,009
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