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
$267B
AUM Growth
-$22.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$567M
2
+$386M
3
+$365M
4
GD icon
General Dynamics
GD
+$324M
5
ORLY icon
O'Reilly Automotive
ORLY
+$261M

Top Sells

1
+$997M
2
+$565M
3
+$440M
4
META icon
Meta Platforms (Facebook)
META
+$433M
5
DHR icon
Danaher
DHR
+$404M

Sector Composition

1 Financials 19.11%
2 Technology 18.72%
3 Healthcare 16.46%
4 Industrials 13.35%
5 Consumer Discretionary 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29B 0.86%
31,895,350
-1,522,141
27
$2.29B 0.86%
12,589,398
-205,657
28
$2.13B 0.8%
12,429,522
-116,961
29
$2.1B 0.79%
31,506,840
+1,102,126
30
$2.08B 0.78%
36,693,056
+22,571
31
$1.96B 0.73%
13,157,284
-143,285
32
$1.96B 0.73%
39,750,356
+371,969
33
$1.95B 0.73%
6,864,431
-5,803
34
$1.91B 0.72%
9,828,994
-1,049,736
35
$1.9B 0.71%
130,801,560
-6,015,321
36
$1.88B 0.7%
27,655,333
-616,931
37
$1.87B 0.7%
20,096,280
-443,779
38
$1.81B 0.68%
41,344,018
-913,582
39
$1.8B 0.67%
15,497,191
-332,556
40
$1.78B 0.67%
25,978,329
-1,498,888
41
$1.74B 0.65%
8,485,838
-412,588
42
$1.7B 0.64%
12,782,922
-969,327
43
$1.7B 0.64%
12,592,830
-542,067
44
$1.69B 0.63%
21,340,359
-144,682
45
$1.64B 0.61%
14,858,593
-575,321
46
$1.63B 0.61%
4,781,607
-118,025
47
$1.53B 0.57%
7,078,403
+589,073
48
$1.51B 0.56%
5,489,911
-934,355
49
$1.49B 0.56%
7,916,354
+912,518
50
$1.47B 0.55%
7,976,189
+17,496
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