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
$189B
AUM Growth
-$2.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
945
New
Increased
Reduced
Closed

Top Buys

1
+$538M
2
+$452M
3
+$279M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$237M
5
MRK icon
Merck
MRK
+$230M

Top Sells

1
+$373M
2
+$307M
3
+$220M
4
GM icon
General Motors
GM
+$203M
5
QCOM icon
Qualcomm
QCOM
+$186M

Sector Composition

1 Financials 18.54%
2 Healthcare 16%
3 Industrials 13.59%
4 Technology 11.51%
5 Communication Services 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$627M 0.33%
13,146,093
+11,272,040
77
$625M 0.33%
17,481,570
-2,599,227
78
$620M 0.33%
12,105,269
+689,455
79
$592M 0.31%
41,863,014
+2,634,519
80
$590M 0.31%
4,480,258
-14,029
81
$588M 0.31%
10,447,958
+733,361
82
$578M 0.31%
12,953,510
-1,120,758
83
$572M 0.3%
99,801,443
-23,142,428
84
$560M 0.3%
2,362,666
-288,857
85
$553M 0.29%
5,583,309
+651,537
86
$549M 0.29%
1,660,949
+85,500
87
$549M 0.29%
7,517,706
+508,401
88
$533M 0.28%
10,291,852
+3,696,715
89
$524M 0.28%
11,779,386
+855,249
90
$523M 0.28%
2,168,779
-1,937
91
$516M 0.27%
41,322,136
-5,208,024
92
$506M 0.27%
436,336
+31,555
93
$484M 0.26%
12,805,400
+1,171,046
94
$483M 0.26%
16,299,754
-413,609
95
$476M 0.25%
7,649,217
+39,611
96
$471M 0.25%
3,071,945
-3,868
97
$460M 0.24%
3,383,074
+1,124,471
98
$457M 0.24%
5,150,697
+28,341
99
$456M 0.24%
12,328,943
+4,546
100
$449M 0.24%
6,566,523
+1,056,086
2 3
4
5 6