Massachusetts Financial Services

Massachusetts Financial Services Portfolio holdings

AUM $315B
1-Year Est. Return 22.65%
 

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
+22.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161B
AUM Growth
+$13.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$712M
2
+$532M
3
+$414M
4
BEN icon
Franklin Resources
BEN
+$383M
5
ABT icon
Abbott
ABT
+$315M

Top Sells

1
+$469M
2
+$401M
3
+$397M
4
LMT icon
Lockheed Martin
LMT
+$326M
5
WU icon
Western Union
WU
+$220M

Sector Composition

1 Financials 17.62%
2 Healthcare 15.65%
3 Industrials 14.78%
4 Technology 11.77%
5 Communication Services 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$911M 0.56%
14,740,048
+4,029,210
52
$905M 0.56%
53,155,144
-4,645,984
53
$903M 0.56%
44,832,438
+899,078
54
$887M 0.55%
34,686,874
+2,787,460
55
$860M 0.53%
3,176,562
-103,519
56
$845M 0.52%
10,839,664
-515,069
57
$831M 0.51%
25,034,343
+9,498,291
58
$827M 0.51%
18,478,995
+558,475
59
$801M 0.5%
7,175,763
-128,975
60
$756M 0.47%
142,712,583
+5,627,632
61
$740M 0.46%
3,256,742
-278,886
62
$740M 0.46%
9,978,895
+657,485
63
$720M 0.45%
16,568,239
+65,159
64
$673M 0.42%
6,446,002
-2,399
65
$667M 0.41%
10,945,509
+1,021,257
66
$643M 0.4%
17,310,627
+1,098,884
67
$629M 0.39%
9,356,110
-3,078,920
68
$626M 0.39%
17,097,987
+26,630
69
$619M 0.38%
13,252,916
+363,584
70
$610M 0.38%
14,858,804
+1,982,152
71
$609M 0.38%
16,762,192
+109,128
72
$608M 0.38%
8,635,451
-632,346
73
$600M 0.37%
6,301,414
+216,542
74
$596M 0.37%
13,719,342
+546,163
75
$591M 0.37%
7,935,446
+8,687
1 2
3
4 5