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
$253B
AUM Growth
+$43.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$1.27B
2
+$747M
3
+$574M
4
MSFT icon
Microsoft
MSFT
+$555M
5
MRK icon
Merck
MRK
+$524M

Top Sells

1
+$579M
2
+$478M
3
+$425M
4
APTV icon
Aptiv
APTV
+$407M
5
MAR icon
Marriott International
MAR
+$399M

Sector Composition

1 Technology 22.06%
2 Financials 17.71%
3 Healthcare 15.83%
4 Industrials 13.15%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29B 0.51%
41,729,710
+412,987
52
$1.27B 0.5%
34,464,692
-2,242,450
53
$1.27B 0.5%
33,768,832
-1,799,528
54
$1.24B 0.49%
19,459,145
-446,328
55
$1.23B 0.49%
10,621,148
-362,496
56
$1.22B 0.48%
7,209,411
-1,600,007
57
$1.2B 0.47%
9,232,980
-242,430
58
$1.18B 0.47%
10,602,871
-1,199,223
59
$1.16B 0.46%
20,898,299
-532,967
60
$1.15B 0.45%
7,706,096
-421,340
61
$1.13B 0.45%
6,657,608
+39,898
62
$1.12B 0.44%
28,845,289
-849,240
63
$1.1B 0.43%
9,610,193
-22,914
64
$1.09B 0.43%
4,218,338
+44,452
65
$1.06B 0.42%
7,570,027
+18,520
66
$1.04B 0.41%
1,906,651
+120,490
67
$1.03B 0.41%
2,828,592
+84,989
68
$1.02B 0.4%
7,701,770
+533,046
69
$1.02B 0.4%
5,650,603
-594,674
70
$1.02B 0.4%
4,350,920
+162,184
71
$1.01B 0.4%
10,604,184
-111,950
72
$990M 0.39%
9,217,920
-375,008
73
$977M 0.39%
12,036,477
+9,206,116
74
$956M 0.38%
19,044,789
+2,662,561
75
$912M 0.36%
5,943,979
+350,708
1 2
3
4 5