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
$323B
AUM Growth
+$7.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
944
New
Increased
Reduced
Closed

Top Buys

1
+$2.68B
2
+$830M
3
+$829M
4
AVGO icon
Broadcom
AVGO
+$826M
5
ANET icon
Arista Networks
ANET
+$805M

Top Sells

1
+$1.03B
2
+$966M
3
+$656M
4
ISRG icon
Intuitive Surgical
ISRG
+$623M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$619M

Sector Composition

1 Technology 23.93%
2 Financials 19.63%
3 Industrials 12.8%
4 Healthcare 10.81%
5 Consumer Discretionary 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEV icon
76
GE Vernova
GEV
$177B
$1.18B 0.37%
1,918,959
-77,060
RBA icon
77
RB Global
RBA
$20.6B
$1.16B 0.36%
10,726,926
+705,423
PEP icon
78
PepsiCo
PEP
$196B
$1.15B 0.36%
8,194,433
-2,182,693
ADSK icon
79
Autodesk
ADSK
$57.4B
$1.13B 0.35%
3,544,520
+564,136
PCAR icon
80
PACCAR
PCAR
$62.7B
$1.12B 0.35%
11,366,547
-176,609
NOC icon
81
Northrop Grumman
NOC
$89.3B
$1.11B 0.34%
1,825,250
-33,325
PM icon
82
Philip Morris
PM
$258B
$1.11B 0.34%
6,825,908
-2,071,691
GWRE icon
83
Guidewire Software
GWRE
$15.3B
$1.11B 0.34%
4,816,106
-267,791
CNI icon
84
Canadian National Railway
CNI
$59.9B
$1.1B 0.34%
11,660,891
-162,770
LPLA icon
85
LPL Financial
LPLA
$29.2B
$1.08B 0.33%
3,242,353
+800,171
GE icon
86
GE Aerospace
GE
$345B
$1.08B 0.33%
3,580,892
+159,485
QGEN icon
87
Qiagen
QGEN
$9.72B
$1.07B 0.33%
23,940,960
-584,113
HLT icon
88
Hilton Worldwide
HLT
$69.9B
$1.06B 0.33%
4,067,494
+366,987
GS icon
89
Goldman Sachs
GS
$281B
$1.05B 0.33%
1,323,467
-281,355
BSX icon
90
Boston Scientific
BSX
$140B
$1.01B 0.31%
10,367,293
-2,491,865
ITW icon
91
Illinois Tool Works
ITW
$74.5B
$974M 0.3%
3,736,010
-61,045
TD icon
92
Toronto Dominion Bank
TD
$158B
$966M 0.3%
12,081,305
+792,387
MDLZ icon
93
Mondelez International
MDLZ
$72.2B
$946M 0.29%
15,147,646
-343,402
LNG icon
94
Cheniere Energy
LNG
$41.7B
$940M 0.29%
4,000,319
-687,069
CRM icon
95
Salesforce
CRM
$226B
$918M 0.28%
3,875,239
-441,390
HUM icon
96
Humana
HUM
$33B
$908M 0.28%
3,488,261
+2,553,509
TT icon
97
Trane Technologies
TT
$86.7B
$894M 0.28%
2,118,434
-50,356
CAT icon
98
Caterpillar
CAT
$298B
$873M 0.27%
1,830,414
+1,736,631
APTV icon
99
Aptiv
APTV
$19.1B
$870M 0.27%
10,090,642
-1,881,995
ORLY icon
100
O'Reilly Automotive
ORLY
$79.9B
$853M 0.26%
7,914,525
-1,238,191
2 3
4
5 6