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
$238B
AUM Growth
+$8.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
891
New
Increased
Reduced
Closed

Top Buys

1
+$1.51B
2
+$417M
3
+$352M
4
ETN icon
Eaton
ETN
+$253M
5
GIS icon
General Mills
GIS
+$244M

Top Sells

1
+$865M
2
+$853M
3
+$784M
4
ABT icon
Abbott
ABT
+$342M
5
UPS icon
United Parcel Service
UPS
+$335M

Sector Composition

1 Financials 21.57%
2 Technology 15.46%
3 Healthcare 14.73%
4 Industrials 13.34%
5 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.3B 0.54%
12,028,899
-41,169
52
$1.3B 0.54%
4,221,664
-352,470
53
$1.29B 0.54%
21,798,370
+4,122,096
54
$1.27B 0.53%
17,463,384
-89,332
55
$1.25B 0.52%
24,698,087
-171,453
56
$1.24B 0.52%
8,160,827
-833,253
57
$1.21B 0.51%
10,349,451
-1,567,230
58
$1.2B 0.5%
11,600,877
-49,761
59
$1.19B 0.5%
6,779,455
+299,362
60
$1.18B 0.49%
14,928,441
+3,198,471
61
$1.14B 0.48%
7,981,189
-343,992
62
$1.11B 0.46%
21,165,580
-576,720
63
$1.11B 0.46%
5,730,210
-513,752
64
$1.09B 0.46%
42,705,654
+31,488
65
$1.09B 0.46%
6,993,718
+1,190,986
66
$1.08B 0.45%
17,274,624
+3,504,955
67
$1.07B 0.45%
12,590,330
-3,024,402
68
$1.05B 0.44%
2,052,732
+35,390
69
$1.03B 0.43%
8,592,372
+1,038,649
70
$1.01B 0.42%
11,040,525
-8,575,344
71
$963M 0.4%
11,735,626
+187,578
72
$957M 0.4%
5,548,809
-213,622
73
$949M 0.4%
16,523,851
+1,433,083
74
$939M 0.39%
10,545,555
+2,664,896
75
$920M 0.39%
21,991,971
-2,360,595
1 2
3
4 5