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
$204B
AUM Growth
-$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
923
New
Increased
Reduced
Closed

Top Buys

1
+$1.29B
2
+$519M
3
+$476M
4
SHW icon
Sherwin-Williams
SHW
+$436M
5
YUMC icon
Yum China
YUMC
+$397M

Top Sells

1
+$870M
2
+$748M
3
+$564M
4
JPM icon
JPMorgan Chase
JPM
+$558M
5
TGT icon
Target
TGT
+$444M

Sector Composition

1 Financials 20.19%
2 Healthcare 15.94%
3 Technology 14.06%
4 Industrials 13.35%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32B 0.64%
34,262,084
-2,128,297
52
$1.13B 0.55%
11,187,646
-686,189
53
$1.11B 0.54%
38,343,980
-1,133,724
54
$1.11B 0.54%
12,383,322
+4,869,057
55
$1.1B 0.54%
16,288,646
+645,870
56
$1.08B 0.53%
9,208,946
+368,777
57
$1.05B 0.52%
394,884,040
-280,432,640
58
$1.04B 0.51%
11,526,610
-338,340
59
$1.03B 0.51%
1,309,458
-264,559
60
$1.03B 0.5%
16,535,973
+2,719,270
61
$1.03B 0.5%
7,642,798
-134,321
62
$1.02B 0.5%
12,120,406
+3,928,176
63
$1.02B 0.5%
45,747,729
+1,654,371
64
$1.02B 0.5%
4,378,694
-403,117
65
$1.01B 0.49%
9,736,823
+125,337
66
$997M 0.49%
3,461,414
-305,521
67
$889M 0.43%
23,031,480
-116,040
68
$879M 0.43%
11,945,142
+169,024
69
$876M 0.43%
8,416,570
-814,918
70
$862M 0.42%
3,448,130
-339,323
71
$854M 0.42%
8,080,572
+488,089
72
$851M 0.42%
48,133,470
-2,272,790
73
$845M 0.41%
2,219,542
-107,508
74
$840M 0.41%
15,805,112
+307,546
75
$822M 0.4%
20,775,073
-7,417,866
1 2
3
4 5