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
$267B
AUM Growth
-$22.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$567M
2
+$386M
3
+$365M
4
GD icon
General Dynamics
GD
+$324M
5
ORLY icon
O'Reilly Automotive
ORLY
+$261M

Top Sells

1
+$997M
2
+$565M
3
+$440M
4
META icon
Meta Platforms (Facebook)
META
+$433M
5
DHR icon
Danaher
DHR
+$404M

Sector Composition

1 Financials 19.11%
2 Technology 18.72%
3 Healthcare 16.46%
4 Industrials 13.35%
5 Consumer Discretionary 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46B 0.55%
10,497,783
-203,181
52
$1.45B 0.54%
20,911,305
-242,311
53
$1.39B 0.52%
4,584,625
-618,953
54
$1.39B 0.52%
9,396,378
+159,410
55
$1.37B 0.51%
8,367,216
-111,508
56
$1.36B 0.51%
8,633,182
-138,746
57
$1.32B 0.49%
11,384,876
-108,877
58
$1.3B 0.49%
3,088,394
-7,454
59
$1.29B 0.48%
6,074,113
+1,529,207
60
$1.26B 0.47%
4,346,731
+4,619
61
$1.25B 0.47%
7,303,480
-26,699
62
$1.23B 0.46%
24,319,952
+1,482,656
63
$1.21B 0.45%
8,177,540
+1,401,559
64
$1.21B 0.45%
6,029,512
-356,155
65
$1.21B 0.45%
3,126,117
+22,849
66
$1.2B 0.45%
12,860,529
-1,067,142
67
$1.2B 0.45%
10,019,338
+308,992
68
$1.17B 0.44%
6,471,953
-89,428
69
$1.15B 0.43%
7,531,049
-533,741
70
$1.15B 0.43%
16,350,094
-14,195,199
71
$1.14B 0.43%
5,117,513
-102,046
72
$1.09B 0.41%
5,073,686
+408,300
73
$1.07B 0.4%
11,152,979
-64,681
74
$1.06B 0.4%
7,591,393
+371,366
75
$1.03B 0.39%
6,892,773
-267,688
1 2
3
4 5