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
$337B
AUM Growth
-$27.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
928
New
Increased
Reduced
Closed

Top Buys

1
+$917M
2
+$539M
3
+$494M
4
CME icon
CME Group
CME
+$458M
5
APTV icon
Aptiv
APTV
+$328M

Top Sells

1
+$718M
2
+$624M
3
+$520M
4
USB icon
US Bancorp
USB
+$517M
5
TSM icon
TSMC
TSM
+$509M

Sector Composition

1 Technology 20.44%
2 Financials 19.3%
3 Healthcare 15.45%
4 Industrials 13.35%
5 Communication Services 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.8B 0.83%
143,533,454
+6,510,874
27
$2.8B 0.83%
11,808,841
+1,090,363
28
$2.75B 0.81%
32,566,425
-1,480,762
29
$2.73B 0.81%
5,988,886
+185,340
30
$2.7B 0.8%
32,742,685
-801,222
31
$2.5B 0.74%
13,392,391
+906,904
32
$2.49B 0.74%
5,572,973
-422,254
33
$2.46B 0.73%
32,506,325
-1,717,923
34
$2.45B 0.73%
21,932,294
-1,686,036
35
$2.41B 0.71%
6,732,910
+18,677
36
$2.39B 0.71%
36,413,607
+462,315
37
$2.37B 0.7%
28,844,244
-137,430
38
$2.32B 0.69%
13,595,282
-25,792
39
$2.29B 0.68%
4,189,146
+1,680,069
40
$2.25B 0.67%
43,391,119
+9,537,621
41
$2.16B 0.64%
8,651,975
+502,212
42
$2.15B 0.64%
14,154,298
-327,125
43
$2.12B 0.63%
29,293,437
-1,354,968
44
$2.11B 0.63%
77,401,600
-3,303,130
45
$2.09B 0.62%
20,819,751
+316,450
46
$2.07B 0.61%
34,782,201
+1,329,390
47
$2.04B 0.6%
20,394,272
-75,703
48
$2.03B 0.6%
15,511,613
+206,569
49
$1.93B 0.57%
22,052,848
+2,274,156
50
$1.85B 0.55%
16,206,672
-31,815
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