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
$192B
AUM Growth
+$5.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$456M
2
+$333M
3
+$283M
4
UNP icon
Union Pacific
UNP
+$273M
5
BABA icon
Alibaba
BABA
+$268M

Top Sells

1
+$584M
2
+$267M
3
+$193M
4
BMY icon
Bristol-Myers Squibb
BMY
+$182M
5
CL icon
Colgate-Palmolive
CL
+$159M

Sector Composition

1 Financials 17.49%
2 Healthcare 17.11%
3 Technology 14.31%
4 Industrials 13.42%
5 Communication Services 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09B 0.56%
17,140,239
-277,279
52
$1.07B 0.56%
9,371,969
-376,681
53
$1.07B 0.56%
13,444,712
+3,429,656
54
$1.05B 0.54%
17,706,017
+3,390,822
55
$1.03B 0.53%
9,816,676
+1,187,965
56
$1.02B 0.53%
34,442,560
-980,860
57
$1B 0.52%
45,214,275
-1,138,638
58
$968M 0.5%
4,731,863
-1,611
59
$950M 0.49%
9,276,483
+291,912
60
$945M 0.49%
11,490,579
-1,712,328
61
$945M 0.49%
4,777,321
-256,530
62
$945M 0.49%
4,266,878
-497,146
63
$945M 0.49%
13,146,804
-90,593
64
$928M 0.48%
9,819,219
-126,287
65
$922M 0.48%
2,706,725
-188,278
66
$902M 0.47%
12,024,726
-346,691
67
$891M 0.46%
23,146,740
+2,110,500
68
$890M 0.46%
23,149,581
+1,116,116
69
$868M 0.45%
23,307,360
-788,240
70
$841M 0.44%
11,592,799
+476,482
71
$806M 0.42%
11,197,387
+1,845,424
72
$797M 0.41%
5,502,026
-325,748
73
$777M 0.4%
8,144,847
-614,014
74
$757M 0.39%
3,241,561
-512,098
75
$745M 0.39%
14,525,362
-404,878
1 2
3
4 5