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
$301B
AUM Growth
-$15.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
928
New
Increased
Reduced
Closed

Top Buys

1
+$567M
2
+$383M
3
+$351M
4
PNC icon
PNC Financial Services
PNC
+$345M
5
SBUX icon
Starbucks
SBUX
+$306M

Top Sells

1
+$1.38B
2
+$891M
3
+$795M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$790M
5
AON icon
Aon
AON
+$712M

Sector Composition

1 Financials 20.82%
2 Technology 19.4%
3 Industrials 12.36%
4 Healthcare 12.21%
5 Consumer Discretionary 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.65B 0.55%
29,361,417
-1,599,221
52
$1.63B 0.54%
10,878,718
+923,766
53
$1.63B 0.54%
6,977,736
-168,583
54
$1.61B 0.53%
20,527,113
-1,469,660
55
$1.57B 0.52%
6,843,856
+667,957
56
$1.55B 0.52%
20,433,885
+993,553
57
$1.55B 0.51%
5,852,915
-183,746
58
$1.55B 0.51%
8,134,050
+87,820
59
$1.46B 0.48%
13,441,198
+499,362
60
$1.43B 0.48%
9,018,628
+1,635,636
61
$1.4B 0.46%
11,953,393
-489,441
62
$1.36B 0.45%
20,676,055
-1,460,459
63
$1.34B 0.45%
7,465,886
-234,373
64
$1.31B 0.44%
4,417,489
-55,292
65
$1.29B 0.43%
13,871,590
+4,102,350
66
$1.28B 0.43%
18,045,650
-1,869,080
67
$1.24B 0.41%
29,324,514
+1,233,059
68
$1.24B 0.41%
4,859,517
-388,635
69
$1.23B 0.41%
5,439,349
+452,146
70
$1.2B 0.4%
7,201,292
-380,717
71
$1.2B 0.4%
16,973,454
-639,785
72
$1.19B 0.4%
2,396,032
-179,599
73
$1.18B 0.39%
12,121,917
+24,202
74
$1.16B 0.39%
17,072,476
-350,887
75
$1.16B 0.38%
1,699,689
-350,072
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3
4 5