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
$286B
AUM Growth
+$19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$582M
2
+$473M
3
+$407M
4
GD icon
General Dynamics
GD
+$253M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$252M

Top Sells

1
+$734M
2
+$451M
3
+$411M
4
EW icon
Edwards Lifesciences
EW
+$389M
5
TMO icon
Thermo Fisher Scientific
TMO
+$389M

Sector Composition

1 Financials 19.48%
2 Technology 17.37%
3 Healthcare 16.61%
4 Industrials 13.73%
5 Consumer Discretionary 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46B 0.86%
4,501,702
-753,136
27
$2.44B 0.85%
10,355,166
-1,412,615
28
$2.37B 0.83%
6,801,916
-62,515
29
$2.35B 0.82%
6,840,056
-1,314,635
30
$2.35B 0.82%
28,166,148
-3,729,202
31
$2.25B 0.78%
11,568,164
-861,358
32
$2.21B 0.77%
29,599,789
-1,907,051
33
$2.13B 0.74%
12,878,546
-278,738
34
$2.09B 0.73%
34,141,450
-2,551,606
35
$2.02B 0.71%
12,879,725
+96,803
36
$2.01B 0.7%
9,697,694
-131,300
37
$1.99B 0.7%
19,356,296
-739,984
38
$1.98B 0.69%
8,350,965
-134,873
39
$1.97B 0.69%
15,201,332
-295,859
40
$1.9B 0.66%
26,558,618
-1,096,715
41
$1.86B 0.65%
25,025,822
-952,507
42
$1.83B 0.64%
5,435,072
-54,839
43
$1.82B 0.63%
14,451,334
-407,259
44
$1.78B 0.62%
20,942,609
-397,750
45
$1.76B 0.61%
7,093,627
+1,019,514
46
$1.75B 0.61%
10,897,417
-4,567,229
47
$1.72B 0.6%
7,530,268
+451,865
48
$1.72B 0.6%
4,571,999
-209,608
49
$1.71B 0.6%
11,541,153
-1,051,677
50
$1.62B 0.56%
23,557,040
-762,912
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