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
$304B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
886
New
Increased
Reduced
Closed

Top Buys

1
+$1.49B
2
+$784M
3
+$544M
4
SPOT icon
Spotify
SPOT
+$510M
5
KVUE icon
Kenvue
KVUE
+$493M

Top Sells

1
+$1.02B
2
+$698M
3
+$657M
4
INTU icon
Intuit
INTU
+$622M
5
BSX icon
Boston Scientific
BSX
+$562M

Sector Composition

1 Technology 21.34%
2 Financials 17.98%
3 Healthcare 14.07%
4 Industrials 13.34%
5 Consumer Discretionary 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.32B 0.76%
9,848,086
+1,737,760
27
$2.28B 0.75%
112,422,165
+601,858
28
$2.24B 0.74%
10,944,153
+115,754
29
$2.22B 0.73%
11,370,741
+2,076,104
30
$2.18B 0.72%
11,334,862
+133,325
31
$2.13B 0.7%
31,236,848
-7,270,539
32
$2.13B 0.7%
17,569,702
-3,102,797
33
$2.11B 0.69%
26,178,874
-1,691,681
34
$2.1B 0.69%
6,517,173
-280,172
35
$2.09B 0.69%
12,024,551
+354,607
36
$2.02B 0.66%
9,882,538
+120,538
37
$2.02B 0.66%
55,022,068
+984,908
38
$1.98B 0.65%
18,148,726
-3,002,767
39
$1.96B 0.64%
14,789,495
-179,353
40
$1.92B 0.63%
4,205,856
-270,319
41
$1.91B 0.63%
8,474,865
-357,137
42
$1.9B 0.62%
15,485,113
+2,578,217
43
$1.9B 0.62%
27,016,124
-360,393
44
$1.9B 0.62%
4,440,356
-87,855
45
$1.86B 0.61%
8,261,538
-98,307
46
$1.76B 0.58%
7,494,459
-2,040,464
47
$1.74B 0.57%
20,319,874
-278,091
48
$1.73B 0.57%
19,269,134
+54,872
49
$1.71B 0.56%
7,960,632
+413,252
50
$1.67B 0.55%
23,410,179
+78,264
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