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
$237B
AUM Growth
+$28.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Top Buys

1
+$1.06B
2
+$697M
3
+$452M
4
EFX icon
Equifax
EFX
+$439M
5
DG icon
Dollar General
DG
+$289M

Top Sells

1
+$812M
2
+$511M
3
+$330M
4
WFC icon
Wells Fargo
WFC
+$303M
5
AXP icon
American Express
AXP
+$234M

Sector Composition

1 Financials 19.51%
2 Technology 17.57%
3 Healthcare 15.78%
4 Industrials 14.01%
5 Communication Services 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37B 0.58%
5,095,938
+23,657
52
$1.37B 0.58%
8,493,190
+1,601,280
53
$1.33B 0.56%
10,539,893
-1,740,120
54
$1.31B 0.55%
16,255,723
+1,833,045
55
$1.25B 0.53%
8,691,056
-129,101
56
$1.24B 0.52%
11,365,400
-2,140,542
57
$1.23B 0.52%
6,242,215
-288,525
58
$1.23B 0.52%
16,802,160
-277,246
59
$1.19B 0.5%
40,744,590
-1,324,332
60
$1.18B 0.5%
7,438,289
+133,248
61
$1.17B 0.49%
21,851,402
-2,027,209
62
$1.15B 0.49%
9,935,003
-483,605
63
$1.15B 0.48%
9,371,442
-244,360
64
$1.14B 0.48%
9,615,439
+3,704,676
65
$1.14B 0.48%
22,040,265
+3,774,880
66
$1.13B 0.48%
5,726,223
+3,824
67
$1.12B 0.47%
20,660,371
-1,072,893
68
$1.09B 0.46%
4,338,865
-524,250
69
$1.07B 0.45%
23,101,289
+22,754,457
70
$1.04B 0.44%
17,733,820
-855,240
71
$981M 0.41%
7,201,241
+710,794
72
$969M 0.41%
13,040,493
-538,945
73
$954M 0.4%
9,388,611
-2,261,418
74
$947M 0.4%
5,229,619
-13,068
75
$923M 0.39%
11,608,805
-229,784
1 2
3
4 5