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
$343B
AUM Growth
+$18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
963
New
Increased
Reduced
Closed

Top Buys

1
+$457M
2
+$436M
3
+$403M
4
ICLR icon
Icon
ICLR
+$297M
5
IFF icon
International Flavors & Fragrances
IFF
+$262M

Top Sells

1
+$789M
2
+$557M
3
+$476M
4
USB icon
US Bancorp
USB
+$423M
5
PRAH
PRA Health Sciences, Inc.
PRAH
+$399M

Sector Composition

1 Technology 21.28%
2 Financials 18.57%
3 Healthcare 14.94%
4 Industrials 13.17%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.64B 0.48%
11,412,077
-996,165
52
$1.62B 0.47%
7,880,615
-101,391
53
$1.6B 0.47%
9,101,180
-293,110
54
$1.57B 0.46%
78,287,920
-3,630,040
55
$1.55B 0.45%
1,776,132
-46,311
56
$1.55B 0.45%
6,943,711
-186,065
57
$1.54B 0.45%
2,879,639
-33,363
58
$1.51B 0.44%
9,111,313
-217,542
59
$1.51B 0.44%
19,608,732
+5,668,772
60
$1.5B 0.44%
7,874,442
-75,326
61
$1.49B 0.43%
7,256,833
-145,823
62
$1.49B 0.43%
20,187,369
+1,567,878
63
$1.48B 0.43%
18,963,015
-1,377,713
64
$1.41B 0.41%
8,073,008
+184,534
65
$1.38B 0.4%
2,822,765
+29,595
66
$1.38B 0.4%
10,973,560
-304,920
67
$1.37B 0.4%
24,762,478
-1,994,487
68
$1.34B 0.39%
9,261,546
+1,300,763
69
$1.34B 0.39%
34,304,036
-996,075
70
$1.34B 0.39%
5,491,576
-224,615
71
$1.33B 0.39%
6,866,849
-186,593
72
$1.3B 0.38%
8,679,268
-1,088,814
73
$1.26B 0.37%
6,118,282
+1,434,743
74
$1.26B 0.37%
6,842,355
-180,798
75
$1.26B 0.37%
7,207,774
-80,458
1 2
3
4 5