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
751
$1.53M ﹤0.01%
384,866
-3,507
752
$1.51M ﹤0.01%
53,145
-3,825
753
$1.5M ﹤0.01%
322,399
+3,832
754
$1.49M ﹤0.01%
214,558
-1,956
755
$1.49M ﹤0.01%
150,782
-1,375
756
$1.49M ﹤0.01%
+101,294
757
$1.44M ﹤0.01%
+50,030
758
$1.42M ﹤0.01%
69,062
+711
759
$1.39M ﹤0.01%
60,999
-557
760
$1.37M ﹤0.01%
+93,980
761
$1.35M ﹤0.01%
14,044
+13
762
$1.35M ﹤0.01%
163,588
-1,491
763
$1.34M ﹤0.01%
17,784
+2,733
764
$1.31M ﹤0.01%
46,250
-422
765
$1.29M ﹤0.01%
70,824
+1,184
766
$1.27M ﹤0.01%
62,283
-9,859
767
$1.22M ﹤0.01%
5,779
-963
768
$1.2M ﹤0.01%
12,484
+2,514
769
$1.16M ﹤0.01%
84,088
-767
770
$1.15M ﹤0.01%
+43,603
771
$1.13M ﹤0.01%
150,214
-1,369
772
$1.12M ﹤0.01%
14,091
-13
773
$1.12M ﹤0.01%
+3,433
774
$1.09M ﹤0.01%
115,768
+82,625
775
$1.08M ﹤0.01%
24,634
+253