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
$276B
AUM Growth
+$22.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1
+$511M
2
+$397M
3
+$329M
4
MTCH icon
Match Group
MTCH
+$276M
5
GS icon
Goldman Sachs
GS
+$276M

Top Sells

1
+$742M
2
+$467M
3
+$391M
4
FIS icon
Fidelity National Information Services
FIS
+$378M
5
ACN icon
Accenture
ACN
+$370M

Sector Composition

1 Technology 22.46%
2 Financials 16.55%
3 Healthcare 16.09%
4 Industrials 13.18%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33B 0.48%
12,325,111
-76,292
52
$1.3B 0.47%
96,138,840
+6,535,920
53
$1.29B 0.47%
10,406,224
-196,647
54
$1.28B 0.46%
6,891,411
+233,803
55
$1.26B 0.45%
21,027,854
+129,555
56
$1.25B 0.45%
29,085,721
-210,511
57
$1.25B 0.45%
9,328,555
+95,575
58
$1.24B 0.45%
6,863,388
-842,708
59
$1.24B 0.45%
23,938,003
+968,402
60
$1.24B 0.45%
32,527,693
-1,241,139
61
$1.23B 0.44%
15,527,853
+3,491,376
62
$1.22B 0.44%
34,014,751
-449,941
63
$1.21B 0.44%
9,680,984
+70,791
64
$1.2B 0.44%
1,926,068
+236,293
65
$1.19B 0.43%
7,317,018
-253,009
66
$1.15B 0.42%
5,517,482
-133,121
67
$1.15B 0.42%
8,277,512
+575,742
68
$1.12B 0.41%
11,188,788
+584,604
69
$1.1B 0.4%
1,953,878
+47,227
70
$1.09B 0.4%
2,846,261
+17,669
71
$1.09B 0.39%
6,525,404
-1,387,909
72
$1.06B 0.38%
4,653,184
+302,264
73
$1.05B 0.38%
19,110,160
+65,371
74
$1.05B 0.38%
7,098,362
+1,199,969
75
$1.04B 0.38%
6,289,978
+18,576
1 2
3
4 5