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
$304B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
886
New
Increased
Reduced
Closed

Top Buys

1
+$1.49B
2
+$784M
3
+$544M
4
SPOT icon
Spotify
SPOT
+$510M
5
KVUE icon
Kenvue
KVUE
+$493M

Top Sells

1
+$1.02B
2
+$698M
3
+$657M
4
INTU icon
Intuit
INTU
+$622M
5
BSX icon
Boston Scientific
BSX
+$562M

Sector Composition

1 Technology 21.34%
2 Financials 17.98%
3 Healthcare 14.07%
4 Industrials 13.34%
5 Consumer Discretionary 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.67B 0.55%
6,668,951
-1,517,005
52
$1.66B 0.55%
3,425,313
+143,991
53
$1.61B 0.53%
7,130,246
+246,998
54
$1.59B 0.52%
5,538,916
+5,187,350
55
$1.55B 0.51%
5,821,551
-1,533,090
56
$1.54B 0.51%
7,446,302
-41,015
57
$1.48B 0.49%
10,409,914
+35,807
58
$1.46B 0.48%
5,832,316
-71,190
59
$1.42B 0.47%
9,569,465
-1,133,796
60
$1.42B 0.47%
27,369,601
+2,827,116
61
$1.41B 0.46%
28,363,516
-5,916,937
62
$1.41B 0.46%
11,823,426
-1,653,165
63
$1.4B 0.46%
7,648,142
+17,041
64
$1.39B 0.46%
3,941,121
-103,910
65
$1.36B 0.45%
7,850,575
-207,885
66
$1.34B 0.44%
8,300,394
-270,666
67
$1.34B 0.44%
23,580,018
+2,036,876
68
$1.33B 0.44%
11,037,240
+2,130,137
69
$1.31B 0.43%
5,807,024
-249,010
70
$1.3B 0.43%
3,537,629
-180,743
71
$1.26B 0.41%
5,717,738
+268,230
72
$1.25B 0.41%
2,665,386
+1,672,502
73
$1.25B 0.41%
2,655,784
-441,446
74
$1.24B 0.41%
6,707,715
-49,624
75
$1.24B 0.41%
4,680,266
+127,257
1 2
3
4 5