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
$290B
AUM Growth
-$47.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$813M
2
+$512M
3
+$475M
4
KLAC icon
KLA
KLAC
+$456M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$406M

Top Sells

1
+$716M
2
+$605M
3
+$533M
4
INTC icon
Intel
INTC
+$468M
5
AON icon
Aon
AON
+$427M

Sector Composition

1 Technology 18.96%
2 Financials 18.85%
3 Healthcare 16.52%
4 Industrials 13.11%
5 Communication Services 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.45B 0.84%
30,545,293
-1,961,032
27
$2.44B 0.84%
5,203,578
+1,014,432
28
$2.35B 0.81%
6,424,266
+435,380
29
$2.32B 0.8%
10,878,730
-343,703
30
$2.29B 0.79%
12,546,483
+737,642
31
$2.25B 0.77%
27,477,217
-230,634
32
$2.22B 0.77%
136,816,881
-6,716,573
33
$2.22B 0.76%
42,257,600
-1,133,519
34
$2.2B 0.76%
20,540,059
-1,392,235
35
$2.17B 0.75%
6,870,234
+137,324
36
$2.12B 0.73%
30,404,714
-2,337,971
37
$2.11B 0.73%
33,417,491
+851,066
38
$2.06B 0.71%
13,300,569
-294,713
39
$2.05B 0.71%
22,866,527
+2,472,255
40
$2.02B 0.7%
28,272,264
-1,021,173
41
$1.99B 0.69%
8,898,426
+246,451
42
$1.89B 0.65%
39,378,387
+2,964,780
43
$1.86B 0.64%
36,670,485
+1,888,284
44
$1.84B 0.63%
15,829,747
-376,925
45
$1.82B 0.63%
13,134,897
-257,494
46
$1.76B 0.61%
15,433,914
-77,699
47
$1.73B 0.6%
13,752,249
-402,049
48
$1.72B 0.59%
7,958,693
+1,389,571
49
$1.69B 0.58%
21,153,616
+72,704
50
$1.63B 0.56%
21,485,041
-567,807
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