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
$230B
AUM Growth
+$5.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
911
New
Increased
Reduced
Closed

Top Buys

1
+$763M
2
+$417M
3
+$389M
4
SLB icon
SLB Ltd
SLB
+$388M
5
UNP icon
Union Pacific
UNP
+$296M

Top Sells

1
+$819M
2
+$520M
3
+$361M
4
DD
Du Pont De Nemours E I
DD
+$341M
5
V icon
Visa
V
+$293M

Sector Composition

1 Financials 21.39%
2 Healthcare 15.69%
3 Technology 14.94%
4 Industrials 13.48%
5 Communication Services 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38B 0.6%
10,232,203
+177,058
52
$1.33B 0.58%
9,357,269
-904,195
53
$1.33B 0.58%
11,650,638
+90,117
54
$1.32B 0.57%
4,574,134
-439,395
55
$1.3B 0.56%
17,552,716
+1,006,264
56
$1.29B 0.56%
24,869,540
-3,272,814
57
$1.27B 0.55%
8,994,080
-365,758
58
$1.18B 0.51%
14,111,260
+1,445,492
59
$1.17B 0.51%
12,070,068
+962,757
60
$1.14B 0.49%
8,325,181
-363,343
61
$1.12B 0.49%
6,243,962
-802,217
62
$1.1B 0.48%
42,674,166
-3,226,308
63
$1.07B 0.46%
16,601,216
+1,118,380
64
$1.04B 0.45%
21,742,300
-251,300
65
$995M 0.43%
5,762,431
-342,109
66
$967M 0.42%
6,480,093
-170,352
67
$961M 0.42%
24,352,566
-53,717
68
$922M 0.4%
7,807,983
-155,570
69
$915M 0.4%
17,676,274
+4,932,156
70
$902M 0.39%
2,017,342
+10,317
71
$901M 0.39%
11,729,970
+1,841,605
72
$891M 0.39%
5,802,732
+750,255
73
$866M 0.38%
10,121,289
-53,026
74
$863M 0.37%
10,528,720
-144,460
75
$858M 0.37%
11,548,048
+918,399
1 2
3
4 5