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
801
$1.17M ﹤0.01%
60,631
+749
802
$1.1M ﹤0.01%
+123,048
803
$1.09M ﹤0.01%
126,316
+1,560
804
$1.09M ﹤0.01%
14,378
+1,803
805
$1.08M ﹤0.01%
391,425
+4,836
806
$1.05M ﹤0.01%
172,001
+2,119
807
$1.01M ﹤0.01%
101,190
+66,959
808
$992K ﹤0.01%
4,132
-557
809
$981K ﹤0.01%
+20,396
810
$978K ﹤0.01%
5,498
-966
811
$958K ﹤0.01%
51,133
+17,764
812
$943K ﹤0.01%
55,465
+686
813
$939K ﹤0.01%
12,047
+149
814
$933K ﹤0.01%
+20,737
815
$930K ﹤0.01%
+24,800
816
$917K ﹤0.01%
7,441
-1,760
817
$914K ﹤0.01%
1,665
-714
818
$910K ﹤0.01%
5,434
+1,572
819
$908K ﹤0.01%
160,696
+1,982
820
$899K ﹤0.01%
3,726
-536
821
$882K ﹤0.01%
96,917
+1,197
822
$877K ﹤0.01%
+8,267
823
$873K ﹤0.01%
226,683
-58,827
824
$873K ﹤0.01%
36,297
+8,060
825
$871K ﹤0.01%
+19,203