Massachusetts Financial Services

Massachusetts Financial Services Portfolio holdings

AUM $301B
 

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.

AUM
$301B
AUM Growth
-$15.9B
Cap. Flow
-$7.91B
Cap. Flow %
-2.63%
Top 10 Hldgs %
18.61%
Holding
928
New
54
Increased
337
Reduced
484
Closed
47

Sector Composition

1Financials20.82%
2Technology19.5%
3Industrials12.37%
4Healthcare12.21%
5Consumer Discretionary6.89%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$1.53M0%31,726
-723
-2%
-$35K
$1.48M0%21,153
-70,312
-77%
-$4.91M
$1.45M0%103,906
-2,367
-2%
-$32.9K
$1.43M0%113,108
-2,579
-2%
-$32.6K
$1.42M0%43,954
+9,130
+26%
+$296K
$1.41M0%63,439
-1,442
-2%
-$32K
$1.4M0%42,430
-968
-2%
-$32K
$1.4M0%167,168
-3,810
-2%
-$31.9K
$1.4M0%40,021
-913
-2%
-$31.9K
$1.4M0%24,934
-568
-2%
-$31.8K
$1.39M0%307,607
-7,008
-2%
-$31.7K
$1.35M0%18,560
-1,584
-8%
-$115K
$1.31M0%124,756
-2,841
-2%
-$29.8K
$1.29M0%40,972
-934
-2%
-$29.4K
$1.29M0%169,882
-3,861
-2%
-$29.3K
$1.24M0%42,012 New
+$1.24M
$1.24M0%386,589
-8,807
-2%
-$28.3K
$1.19M0%24,746 New
+$1.19M
$1.17M0%23,875 New
+$1.17M
$1.17M0%19,632
-448
-2%
-$26.6K
$1.16M0%21,453
$1.15M0%964,458
+3,495
+0.4%
+$4.16K
$1.14M0%2,379
-1,148
-33%
-$549K
$1.11M0%392,274
+234,015
+148%
+$665K
$1.11M0%110,565
-2,520
-2%
-$25.4K