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
501
$34.8M 0.01%
696,131
-67
502
$34.8M 0.01%
564,563
-11,465
503
$34.8M 0.01%
296,337
+3,953
504
$34.8M 0.01%
1,462,263
-801
505
$34.5M 0.01%
481,356
+33,041
506
$34.5M 0.01%
584,914
+12,188
507
$34.1M 0.01%
2,216,068
+430,475
508
$33.7M 0.01%
2,642,516
+55,038
509
$33.6M 0.01%
3,009,245
+478,908
510
$32.8M 0.01%
852,103
-82
511
$32.3M 0.01%
652,390
+44,854
512
$32.2M 0.01%
1,744,090
+729,261
513
$31.9M 0.01%
+1,591,554
514
$31.9M 0.01%
251,376
-2,739
515
$31.9M 0.01%
256,184
-13,700
516
$31.5M 0.01%
2,179,752
+861,765
517
$31.3M 0.01%
417,845
+101,114
518
$31.1M 0.01%
123,272
+3,688
519
$30.7M 0.01%
321,143
-564,825
520
$30.6M 0.01%
673,734
-691,064
521
$30.3M 0.01%
1,406,516
+92,966
522
$30M 0.01%
654,372
+314,380
523
$29.9M 0.01%
169,567
+10,365
524
$29.3M 0.01%
4,076,833
+278,269
525
$29.2M 0.01%
2,199,392
-433,898