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
$292B
AUM Growth
+$5.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Top Buys

1
+$462M
2
+$382M
3
+$325M
4
CTVA icon
Corteva
CTVA
+$323M
5
EXC icon
Exelon
EXC
+$297M

Top Sells

1
+$668M
2
+$639M
3
+$501M
4
UBS icon
UBS Group
UBS
+$432M
5
EFX icon
Equifax
EFX
+$412M

Sector Composition

1 Technology 20.06%
2 Financials 18.5%
3 Healthcare 14.93%
4 Industrials 13.39%
5 Consumer Discretionary 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.67B 0.57%
23,331,915
-225,125
52
$1.67B 0.57%
8,359,845
+293,584
53
$1.65B 0.57%
7,354,641
-996,324
54
$1.61B 0.55%
4,528,211
-43,788
55
$1.61B 0.55%
12,906,896
+2,605,074
56
$1.53B 0.52%
7,487,317
-42,951
57
$1.52B 0.52%
8,832,002
+50,039
58
$1.51B 0.52%
10,374,107
+35,209
59
$1.44B 0.49%
5,903,506
-97,607
60
$1.43B 0.49%
10,703,261
-3,748,073
61
$1.41B 0.48%
8,501,623
-40,741
62
$1.38B 0.47%
8,058,460
+671,208
63
$1.37B 0.47%
24,542,485
+1,395,614
64
$1.33B 0.46%
3,718,372
-210,575
65
$1.32B 0.45%
6,883,248
-388,146
66
$1.31B 0.45%
3,281,322
+506,499
67
$1.27B 0.44%
4,045,031
-66,524
68
$1.27B 0.43%
7,631,101
+206,064
69
$1.25B 0.43%
13,476,591
-905,649
70
$1.25B 0.43%
8,571,060
+66,204
71
$1.23B 0.42%
8,907,103
+1,038,618
72
$1.23B 0.42%
6,757,339
-30,277
73
$1.21B 0.41%
10,016,342
-1,095,264
74
$1.2B 0.41%
2,702,005
-213,411
75
$1.16B 0.4%
6,056,034
+1,017,631
1 2
3
4 5