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
$267B
AUM Growth
-$22.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1 +$567M
2 +$386M
3 +$365M
4
GD icon
General Dynamics
GD
+$324M
5
ORLY icon
O'Reilly Automotive
ORLY
+$261M

Top Sells

1 +$997M
2 +$565M
3 +$440M
4
META icon
Meta Platforms (Facebook)
META
+$433M
5
DHR icon
Danaher
DHR
+$404M

Sector Composition

1 Financials 19.11%
2 Technology 18.72%
3 Healthcare 16.46%
4 Industrials 13.35%
5 Consumer Discretionary 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$1.98M ﹤0.01%
93,676
-854
727
$1.98M ﹤0.01%
31,500
-32,222
728
$1.97M ﹤0.01%
440,487
-4,015
729
$1.94M ﹤0.01%
19,893
-81,479
730
$1.93M ﹤0.01%
301,136
+53,098
731
$1.91M ﹤0.01%
24,912
-12,479
732
$1.87M ﹤0.01%
60,847
-555
733
$1.85M ﹤0.01%
+182,460
734
$1.81M ﹤0.01%
149,024
+66,638
735
$1.8M ﹤0.01%
94,260
+17,054
736
$1.8M ﹤0.01%
47,290
+3,186
737
$1.75M ﹤0.01%
28,468
-318
738
$1.73M ﹤0.01%
+50,696
739
$1.73M ﹤0.01%
55,944
+576
740
$1.71M ﹤0.01%
94,224
+5,618
741
$1.68M ﹤0.01%
15,970
+2,474
742
$1.67M ﹤0.01%
26,907
-246
743
$1.66M ﹤0.01%
25,450
-232
744
$1.65M ﹤0.01%
46,512
+1,181
745
$1.64M ﹤0.01%
119,931
+3,726
746
$1.59M ﹤0.01%
96,408
-879
747
$1.59M ﹤0.01%
26,167
-6,174
748
$1.56M ﹤0.01%
+149,578
749
$1.54M ﹤0.01%
36,550
-91,496
750
$1.53M ﹤0.01%
70,396
+9,035