Massachusetts Financial Services

Massachusetts Financial Services Portfolio holdings

AUM $315B
1-Year Est. Return 22.65%
 

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
+22.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161B
AUM Growth
+$13.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$712M
2
+$532M
3
+$414M
4
BEN icon
Franklin Resources
BEN
+$383M
5
ABT icon
Abbott
ABT
+$315M

Top Sells

1
+$469M
2
+$401M
3
+$397M
4
LMT icon
Lockheed Martin
LMT
+$326M
5
WU icon
Western Union
WU
+$220M

Sector Composition

1 Financials 17.62%
2 Healthcare 15.65%
3 Industrials 14.78%
4 Technology 11.77%
5 Communication Services 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$581M 0.36%
8,438,256
+271,619
77
$559M 0.35%
1,322,424
+412,065
78
$551M 0.34%
56,964,928
+1,058,904
79
$534M 0.33%
11,914,598
+1,057,640
80
$532M 0.33%
+15,889,762
81
$530M 0.33%
6,442,735
+194,243
82
$525M 0.33%
55,087,621
+2,528,818
83
$490M 0.3%
7,786,966
+1,522,873
84
$469M 0.29%
10,320,449
-1,112,978
85
$452M 0.28%
5,339,142
-2,421,990
86
$437M 0.27%
16,607,615
-163,302
87
$434M 0.27%
9,382,646
+3,184,270
88
$420M 0.26%
5,447,894
+984,430
89
$399M 0.25%
9,694,464
-841,926
90
$396M 0.25%
4,016,478
-1,625,737
91
$391M 0.24%
10,923,724
-373,110
92
$388M 0.24%
5,356,414
-779,249
93
$384M 0.24%
8,723,539
+549,627
94
$375M 0.23%
6,005,078
+145,185
95
$367M 0.23%
4,111,330
+4,468
96
$365M 0.23%
361,201
+40,665
97
$364M 0.23%
11,583,815
+433,285
98
$363M 0.23%
15,850,605
+418,170
99
$362M 0.22%
15,405,535
+1,059,506
100
$359M 0.22%
7,977,132
-613,842
2 3
4
5 6