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
$325B
AUM Growth
-$9.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$1.63B
2
+$607M
3
+$580M
4
CRM icon
Salesforce
CRM
+$494M
5
CVX icon
Chevron
CVX
+$477M

Top Sells

1
+$1.69B
2
+$1.26B
3
+$1.14B
4
NVDA icon
NVIDIA
NVDA
+$1.03B
5
FLUT icon
Flutter Entertainment
FLUT
+$828M

Sector Composition

1 Technology 23.97%
2 Financials 18.51%
3 Healthcare 12.55%
4 Industrials 12.27%
5 Consumer Discretionary 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.67B 0.51%
10,147,530
+700,092
52
$1.57B 0.48%
19,512,272
-2,216,123
53
$1.57B 0.48%
5,003,492
-309,965
54
$1.56B 0.48%
23,225,629
-4,250,855
55
$1.56B 0.48%
15,565,300
-66,522
56
$1.56B 0.48%
8,023,772
-173,244
57
$1.54B 0.47%
19,845,616
-2,814,603
58
$1.54B 0.47%
8,956,977
+273,429
59
$1.52B 0.47%
5,906,877
+1,922,674
60
$1.52B 0.47%
10,238,225
+5,651
61
$1.46B 0.45%
2,450,569
-21,345
62
$1.46B 0.45%
12,286,603
+64,429
63
$1.45B 0.45%
29,635,621
+477,181
64
$1.45B 0.45%
79,863,967
+7,023,047
65
$1.41B 0.43%
6,442,805
+778,613
66
$1.41B 0.43%
3,134,441
-120,558
67
$1.41B 0.43%
6,920,542
-173,131
68
$1.4B 0.43%
17,753,159
-1,127,634
69
$1.39B 0.43%
7,619,126
+106,513
70
$1.36B 0.42%
21,445,879
+10,493
71
$1.34B 0.41%
4,966,794
-671,606
72
$1.34B 0.41%
3,065,619
-582,274
73
$1.34B 0.41%
12,541,880
+894,700
74
$1.34B 0.41%
8,537,859
+3,048,819
75
$1.31B 0.4%
5,414,798
-500,319
1 2
3
4 5