Massachusetts Financial Services

Massachusetts Financial Services Portfolio holdings

AUM $310B
1-Year Est. Return 23.29%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315B
AUM Growth
+$14.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
943
New
Increased
Reduced
Closed

Top Buys

1 +$889M
2 +$731M
3 +$612M
4
WFC icon
Wells Fargo
WFC
+$472M
5
LPLA icon
LPL Financial
LPLA
+$347M

Top Sells

1 +$1.05B
2 +$948M
3 +$578M
4
CP icon
Canadian Pacific Kansas City
CP
+$515M
5
LLY icon
Eli Lilly
LLY
+$482M

Sector Composition

1 Technology 21.34%
2 Financials 20.58%
3 Industrials 13.15%
4 Healthcare 11.03%
5 Consumer Discretionary 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$1.72M ﹤0.01%
587,602
+195,328
777
$1.71M ﹤0.01%
79,082
+9,247
778
$1.7M ﹤0.01%
90,208
+1,114
779
$1.69M ﹤0.01%
31,808
+7,062
780
$1.67M ﹤0.01%
6,805
-2,090
781
$1.62M ﹤0.01%
74,735
+925
782
$1.62M ﹤0.01%
8,809
+6,173
783
$1.61M ﹤0.01%
114,524
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784
$1.6M ﹤0.01%
168,764
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$1.59M ﹤0.01%
74,145
-620
786
$1.55M ﹤0.01%
491,362
-500,205
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$1.53M ﹤0.01%
100,127
-107,804
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$1.51M ﹤0.01%
932,987
-31,471
789
$1.49M ﹤0.01%
159,717
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$1.44M ﹤0.01%
54,480
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$1.37M ﹤0.01%
169,259
+2,091
792
$1.35M ﹤0.01%
41,485
+513
793
$1.31M ﹤0.01%
24,172
+297
794
$1.31M ﹤0.01%
17,076
-4,077
795
$1.3M ﹤0.01%
230,960
+2,894
796
$1.29M ﹤0.01%
21,453
797
$1.27M ﹤0.01%
58,688
+725
798
$1.23M ﹤0.01%
42,961
+531
799
$1.2M ﹤0.01%
80,473
-149,693
800
$1.17M ﹤0.01%
311,455
+3,848