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
$213B
AUM Growth
+$9.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$783M
2
+$358M
3
+$354M
4
KSU
Kansas City Southern
KSU
+$316M
5
SBUX icon
Starbucks
SBUX
+$258M

Top Sells

1
+$1.45B
2
+$759M
3
+$309M
4
GWW icon
W.W. Grainger
GWW
+$261M
5
ORCL icon
Oracle
ORCL
+$254M

Sector Composition

1 Financials 19.68%
2 Healthcare 16.14%
3 Technology 14.43%
4 Industrials 13.26%
5 Communication Services 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28B 0.6%
12,127,221
-1,435,928
52
$1.27B 0.59%
12,349,727
+229,321
53
$1.15B 0.54%
23,633,032
-3,641,595
54
$1.15B 0.54%
7,350,784
-292,014
55
$1.13B 0.53%
17,168,763
+632,790
56
$1.11B 0.52%
9,268,778
+59,832
57
$1.1B 0.51%
4,617,954
+239,260
58
$1.08B 0.5%
8,864,516
+783,944
59
$1.07B 0.5%
11,005,838
-181,808
60
$1.07B 0.5%
46,185,879
+438,150
61
$1.06B 0.5%
9,466,497
-270,326
62
$937M 0.44%
22,586,500
-444,980
63
$923M 0.43%
11,252,789
-273,821
64
$917M 0.43%
3,426,786
-21,344
65
$906M 0.42%
10,769,181
-1,175,961
66
$906M 0.42%
15,706,934
-98,178
67
$892M 0.42%
14,705,662
-12,524,808
68
$880M 0.41%
2,687,383
-774,031
69
$865M 0.41%
6,648,811
-83,499
70
$863M 0.4%
20,479,174
-295,899
71
$859M 0.4%
25,414,175
-1,601,266
72
$834M 0.39%
38,081,220
-10,052,250
73
$829M 0.39%
6,256,338
-30,946
74
$820M 0.38%
5,997,177
+212,392
75
$809M 0.38%
2,109,684
-109,858
1 2
3
4 5