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
$365B
AUM Growth
+$23.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
966
New
Increased
Reduced
Closed

Top Buys

1
+$1.04B
2
+$371M
3
+$353M
4
CME icon
CME Group
CME
+$333M
5
CHTR icon
Charter Communications
CHTR
+$307M

Top Sells

1
+$872M
2
+$794M
3
+$791M
4
CNI icon
Canadian National Railway
CNI
+$591M
5
CVX icon
Chevron
CVX
+$525M

Sector Composition

1 Technology 22%
2 Financials 18.31%
3 Healthcare 15.33%
4 Industrials 13.25%
5 Communication Services 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.92B 0.8%
34,224,248
-5,990,097
27
$2.87B 0.79%
8,149,763
-502,495
28
$2.86B 0.78%
34,047,187
+496,137
29
$2.85B 0.78%
14,729,587
-197,184
30
$2.81B 0.77%
12,244,521
-88,253
31
$2.79B 0.76%
11,056,408
+560,523
32
$2.64B 0.72%
15,305,044
-55,205
33
$2.5B 0.69%
14,481,423
-424,591
34
$2.48B 0.68%
23,618,330
-906,132
35
$2.45B 0.67%
7,283,539
-2,350,266
36
$2.45B 0.67%
137,022,580
+5,765,285
37
$2.41B 0.66%
33,543,907
+14,404,285
38
$2.41B 0.66%
6,714,233
-70,844
39
$2.37B 0.65%
80,704,730
+2,647,700
40
$2.37B 0.65%
13,621,074
-1,398,858
41
$2.34B 0.64%
33,452,811
-2,054,568
42
$2.32B 0.64%
5,995,227
-51,618
43
$2.24B 0.61%
7,228,230
-233,475
44
$2.24B 0.61%
20,503,301
+211,494
45
$2.22B 0.61%
28,981,674
+3,484,786
46
$2.1B 0.58%
30,648,405
-174,170
47
$2.04B 0.56%
12,485,487
+115,450
48
$2.02B 0.55%
19,465,598
-30,955
49
$2B 0.55%
33,853,498
-109,340
50
$1.94B 0.53%
19,778,692
-210,647
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