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
$196B
AUM Growth
+$7.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$594M
2
+$552M
3
+$420M
4
AAPL icon
Apple
AAPL
+$331M
5
TXN icon
Texas Instruments
TXN
+$321M

Top Sells

1
+$392M
2
+$351M
3
+$345M
4
DIS icon
Walt Disney
DIS
+$341M
5
LMT icon
Lockheed Martin
LMT
+$336M

Sector Composition

1 Financials 18.75%
2 Healthcare 16.69%
3 Industrials 13.64%
4 Technology 12.02%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09B 0.55%
36,514,945
-12,907
52
$1.05B 0.53%
12,358,746
-325,300
53
$1.04B 0.53%
8,980,162
-199,194
54
$1.02B 0.52%
19,151,776
+6,005,683
55
$1.02B 0.52%
19,289,002
-1,785,587
56
$960M 0.49%
6,259,089
-1,192,938
57
$952M 0.48%
8,288,741
-267,859
58
$942M 0.48%
24,532,814
+521,900
59
$927M 0.47%
11,521,351
-1,443,169
60
$912M 0.46%
9,667,934
-36,939
61
$909M 0.46%
10,045,276
+162,057
62
$907M 0.46%
9,178,169
-696,772
63
$871M 0.44%
11,158,110
+794,807
64
$869M 0.44%
17,168,901
-111,911
65
$861M 0.44%
8,414,638
-1,912,519
66
$835M 0.42%
13,259,558
-739,532
67
$824M 0.42%
5,419,346
-44,028
68
$804M 0.41%
17,498,308
+2,561,896
69
$797M 0.41%
9,246,496
+640,557
70
$790M 0.4%
5,523,621
-166,943
71
$788M 0.4%
34,951,326
-1,286,254
72
$781M 0.4%
8,234,481
+415,897
73
$780M 0.4%
12,543,996
+2,096,038
74
$775M 0.39%
14,550,596
+45,608
75
$751M 0.38%
12,727,200
+621,931
1 2
3
4 5