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
$233B
AUM Growth
-$5.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
906
New
Increased
Reduced
Closed

Top Buys

1
+$345M
2
+$335M
3
+$290M
4
DUK icon
Duke Energy
DUK
+$288M
5
MSFT icon
Microsoft
MSFT
+$278M

Top Sells

1
+$506M
2
+$488M
3
+$413M
4
TMO icon
Thermo Fisher Scientific
TMO
+$408M
5
AVGO icon
Broadcom
AVGO
+$365M

Sector Composition

1 Financials 21.68%
2 Technology 16.42%
3 Healthcare 14.57%
4 Industrials 13.17%
5 Communication Services 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38B 0.59%
8,563,019
-214,285
52
$1.36B 0.58%
32,404,276
-3,409,748
53
$1.28B 0.55%
28,001,836
-1,523,711
54
$1.26B 0.54%
17,377,988
-85,396
55
$1.26B 0.54%
11,984,332
-44,567
56
$1.25B 0.54%
13,729,787
+3,184,232
57
$1.23B 0.53%
12,411,680
+810,803
58
$1.22B 0.52%
42,295,245
-410,409
59
$1.18B 0.51%
14,788,303
-140,138
60
$1.16B 0.5%
17,523,005
+248,381
61
$1.15B 0.49%
13,230,005
+1,494,379
62
$1.13B 0.49%
24,716,434
+18,347
63
$1.1B 0.47%
21,396,160
+230,580
64
$1.09B 0.47%
2,017,390
-35,342
65
$1.05B 0.45%
24,477,618
+816,698
66
$1.04B 0.45%
23,083,806
+1,285,436
67
$1.04B 0.44%
5,650,749
+101,940
68
$1.02B 0.44%
8,780,711
-1,568,740
69
$1.02B 0.44%
9,319,003
+1,764,684
70
$1.02B 0.44%
7,032,677
-948,512
71
$999M 0.43%
10,563,503
-477,022
72
$990M 0.42%
4,985,465
-744,745
73
$979M 0.42%
6,946,892
-46,826
74
$975M 0.42%
11,473,768
-1,116,562
75
$939M 0.4%
7,742,534
-572,569
1 2
3
4 5