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
676
$3.39M ﹤0.01%
513,293
+34,768
677
$3.36M ﹤0.01%
84,002
-7,348
678
$3.34M ﹤0.01%
348,674
+48,284
679
$3.25M ﹤0.01%
+59,405
680
$3.25M ﹤0.01%
+36,211
681
$3.2M ﹤0.01%
88,821
-810
682
$3.17M ﹤0.01%
163,394
+11,210
683
$3.16M ﹤0.01%
520,474
+78,083
684
$3.12M ﹤0.01%
32,396
-31,363
685
$2.98M ﹤0.01%
218,166
-1,988
686
$2.97M ﹤0.01%
14,181
-1,943
687
$2.97M ﹤0.01%
440,800
+1,119
688
$2.89M ﹤0.01%
71,190
+1,044
689
$2.77M ﹤0.01%
107,578
-981
690
$2.73M ﹤0.01%
110,039
-1,003
691
$2.69M ﹤0.01%
2,000
692
$2.69M ﹤0.01%
102,896
-98,212
693
$2.53M ﹤0.01%
14,562
694
$2.47M ﹤0.01%
35,906
+369
695
$2.44M ﹤0.01%
99,407
+887
696
$2.39M ﹤0.01%
22,339
+1,576
697
$2.39M ﹤0.01%
428,389
+77,196
698
$2.38M ﹤0.01%
73,200
+61,128
699
$2.38M ﹤0.01%
+135,638
700
$2.36M ﹤0.01%
143,195
-1,305