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
476
$40.1M 0.02%
1,294,526
+26,960
477
$40M 0.02%
1,354,312
-607,390
478
$39.6M 0.01%
1,605,528
+452,857
479
$39.3M 0.01%
7,636,876
+861,574
480
$38.4M 0.01%
1,837,296
+109,387
481
$38.3M 0.01%
2,884,968
+827,191
482
$38.3M 0.01%
201,380
+70,237
483
$37.8M 0.01%
1,398,115
+533,047
484
$37.7M 0.01%
2,473,472
-19,502
485
$37.7M 0.01%
2,506,277
+172,145
486
$37.5M 0.01%
726,033
+349,921
487
$37.4M 0.01%
3,360,146
-469,823
488
$37.3M 0.01%
525,933
+137,681
489
$37.2M 0.01%
3,189,433
+66,435
490
$37M 0.01%
1,170,057
-178,733
491
$36.9M 0.01%
1,304,303
-191,442
492
$36.8M 0.01%
4,048,992
+3,357
493
$36.8M 0.01%
1,553,042
-18,199
494
$36.7M 0.01%
+1,186,675
495
$36.5M 0.01%
492,788
-79,944
496
$36.4M 0.01%
+194,550
497
$35.9M 0.01%
675,276
-44,478
498
$35.7M 0.01%
1,987,917
+41,404
499
$35.6M 0.01%
1,152,308
+65,720
500
$35.1M 0.01%
228,893
+35,260