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
$365B
AUM Growth
+$23.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
966
New
Increased
Reduced
Closed

Top Buys

1
+$1.04B
2
+$371M
3
+$353M
4
CME icon
CME Group
CME
+$333M
5
CHTR icon
Charter Communications
CHTR
+$307M

Top Sells

1
+$872M
2
+$794M
3
+$791M
4
CNI icon
Canadian National Railway
CNI
+$591M
5
CVX icon
Chevron
CVX
+$525M

Sector Composition

1 Technology 22%
2 Financials 18.31%
3 Healthcare 15.33%
4 Industrials 13.25%
5 Communication Services 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.9B 0.52%
2,958,506
+84,007
52
$1.86B 0.51%
10,589,224
-5,276
53
$1.85B 0.51%
8,104,738
-18,609
54
$1.78B 0.49%
2,909,071
+48,326
55
$1.73B 0.47%
6,697,139
-47,393
56
$1.71B 0.47%
8,258,311
+46,081
57
$1.67B 0.46%
7,302,061
+144,892
58
$1.67B 0.46%
16,238,487
-115,169
59
$1.66B 0.46%
6,742,807
-41,658
60
$1.66B 0.46%
21,175,100
+1,005,105
61
$1.64B 0.45%
2,509,077
+470,982
62
$1.6B 0.44%
9,206,858
+913,751
63
$1.59B 0.44%
11,003,120
+178,820
64
$1.58B 0.43%
26,162,367
-239,571
65
$1.56B 0.43%
8,274,841
-573,280
66
$1.55B 0.43%
19,215,876
+4,586,593
67
$1.53B 0.42%
17,531,653
-970,617
68
$1.5B 0.41%
9,709,126
+385,342
69
$1.5B 0.41%
7,456,466
-145,897
70
$1.49B 0.41%
21,229,307
+615,687
71
$1.48B 0.4%
20,469,975
+18,217
72
$1.47B 0.4%
25,188,265
+473,472
73
$1.42B 0.39%
1,552,121
-137,181
74
$1.42B 0.39%
7,526,964
+198,873
75
$1.42B 0.39%
5,705,025
+168,279
1 2
3
4 5