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
$292B
AUM Growth
+$5.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Top Buys

1
+$462M
2
+$382M
3
+$325M
4
CTVA icon
Corteva
CTVA
+$323M
5
EXC icon
Exelon
EXC
+$297M

Top Sells

1
+$668M
2
+$639M
3
+$501M
4
UBS icon
UBS Group
UBS
+$432M
5
EFX icon
Equifax
EFX
+$412M

Sector Composition

1 Technology 20.06%
2 Financials 18.5%
3 Healthcare 14.93%
4 Industrials 13.39%
5 Consumer Discretionary 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.27B 0.78%
10,818,055
-79,362
27
$2.22B 0.76%
6,797,345
-42,711
28
$2.2B 0.75%
54,037,160
+4,754,795
29
$2.18B 0.75%
10,828,399
+1,130,705
30
$2.18B 0.74%
11,201,537
-455,938
31
$2.14B 0.73%
27,870,555
-1,729,234
32
$2.14B 0.73%
21,151,493
-3,676,831
33
$2.14B 0.73%
14,968,848
-232,484
34
$2.13B 0.73%
12,799,472
-79,074
35
$2.07B 0.71%
4,476,175
-25,527
36
$2.04B 0.7%
73,300,050
+10,518,460
37
$1.93B 0.66%
9,534,923
-2,033,241
38
$1.92B 0.66%
11,669,944
+128,791
39
$1.9B 0.65%
27,376,517
+817,899
40
$1.88B 0.65%
8,110,326
+1,988,265
41
$1.87B 0.64%
34,280,453
+139,003
42
$1.85B 0.63%
19,214,262
-142,034
43
$1.83B 0.63%
9,294,637
-54,498
44
$1.82B 0.62%
9,762,000
-79,554
45
$1.81B 0.62%
20,597,965
-344,644
46
$1.75B 0.6%
4,551,815
-883,257
47
$1.75B 0.6%
8,185,956
+66,739
48
$1.73B 0.59%
3,097,230
+28,044
49
$1.72B 0.59%
7,547,380
+453,753
50
$1.68B 0.57%
7,496,620
-2,858,546
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