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
$210B
AUM Growth
-$56.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$527M
2
+$516M
3
+$462M
4
MAS icon
Masco
MAS
+$397M
5
NXPI icon
NXP Semiconductors
NXPI
+$348M

Top Sells

1
+$636M
2
+$447M
3
+$428M
4
PFE icon
Pfizer
PFE
+$412M
5
MMM icon
3M
MMM
+$411M

Sector Composition

1 Technology 19.84%
2 Financials 18.12%
3 Healthcare 16.64%
4 Industrials 13.63%
5 Communication Services 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14B 0.54%
15,573,858
-2,418,240
52
$1.1B 0.52%
10,969,701
+242,929
53
$1.1B 0.52%
35,568,360
+2,238,236
54
$1.08B 0.52%
9,475,410
-3,603,548
55
$1.08B 0.51%
10,983,644
-71,527
56
$1.06B 0.51%
19,905,473
-3,880,725
57
$1.05B 0.5%
5,794,271
+160,844
58
$1.04B 0.5%
6,245,277
+1,069,407
59
$1.04B 0.49%
21,431,266
+1,462,736
60
$1.03B 0.49%
8,127,436
-795,688
61
$1.02B 0.49%
7,065,321
-64,933
62
$992M 0.47%
16,715,281
-7,214,640
63
$970M 0.46%
29,733,994
+16,151,261
64
$964M 0.46%
9,592,928
+269,760
65
$939M 0.45%
4,188,736
+907,703
66
$930M 0.44%
2,743,603
-48,832
67
$922M 0.44%
6,617,710
-198,515
68
$917M 0.44%
10,716,134
+964,546
69
$909M 0.43%
4,173,886
-1,139,540
70
$865M 0.41%
18,611,857
-864,146
71
$861M 0.41%
7,168,724
+16,739
72
$808M 0.39%
4,154,610
+263,106
73
$799M 0.38%
9,633,107
+4,200,142
74
$791M 0.38%
6,723,934
-1,241,024
75
$786M 0.37%
1,786,161
+7,259
1 2
3
4 5