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
$286B
AUM Growth
+$19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$582M
2
+$473M
3
+$407M
4
GD icon
General Dynamics
GD
+$253M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$252M

Top Sells

1
+$734M
2
+$451M
3
+$411M
4
EW icon
Edwards Lifesciences
EW
+$389M
5
TMO icon
Thermo Fisher Scientific
TMO
+$389M

Sector Composition

1 Financials 19.48%
2 Technology 17.37%
3 Healthcare 16.61%
4 Industrials 13.73%
5 Consumer Discretionary 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.61B 0.56%
8,066,261
+149,907
52
$1.58B 0.55%
8,119,217
+143,028
53
$1.56B 0.54%
9,841,554
+445,176
54
$1.54B 0.54%
8,781,963
+148,781
55
$1.53B 0.54%
9,349,135
-1,148,648
56
$1.5B 0.52%
6,122,061
+92,549
57
$1.43B 0.5%
3,069,186
-19,208
58
$1.42B 0.5%
23,146,871
+2,235,566
59
$1.41B 0.49%
10,338,898
+319,560
60
$1.39B 0.48%
7,387,252
-143,797
61
$1.36B 0.47%
11,111,606
-273,270
62
$1.33B 0.47%
3,928,947
-655,678
63
$1.32B 0.46%
6,001,113
-470,840
64
$1.28B 0.45%
7,271,394
-32,086
65
$1.27B 0.44%
8,542,364
+364,824
66
$1.23B 0.43%
6,787,616
-1,579,600
67
$1.19B 0.41%
8,504,856
+163,397
68
$1.19B 0.41%
4,111,555
-235,176
69
$1.18B 0.41%
7,868,485
+1,389,815
70
$1.18B 0.41%
14,382,240
-796,939
71
$1.16B 0.41%
14,762,048
-1,588,046
72
$1.16B 0.41%
10,301,822
+5,162,964
73
$1.14B 0.4%
4,472,115
-645,398
74
$1.13B 0.4%
2,915,416
-210,701
75
$1.13B 0.4%
7,997,593
+154,786
1 2
3
4 5