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
$192B
AUM Growth
+$5.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$456M
2
+$333M
3
+$283M
4
UNP icon
Union Pacific
UNP
+$273M
5
BABA icon
Alibaba
BABA
+$268M

Top Sells

1
+$584M
2
+$267M
3
+$193M
4
BMY icon
Bristol-Myers Squibb
BMY
+$182M
5
CL icon
Colgate-Palmolive
CL
+$159M

Sector Composition

1 Financials 17.49%
2 Healthcare 17.11%
3 Technology 14.31%
4 Industrials 13.42%
5 Communication Services 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$732M 0.38%
25,706,197
+609,720
77
$698M 0.36%
10,196,599
+475,172
78
$686M 0.36%
9,499,944
-262,593
79
$676M 0.35%
18,608,235
+6,381,555
80
$670M 0.35%
7,063,221
+242,586
81
$667M 0.35%
11,521,144
-354,820
82
$663M 0.34%
11,998,833
+3,184,106
83
$660M 0.34%
10,547,815
+1,399,693
84
$645M 0.34%
6,299,962
+141,536
85
$644M 0.33%
2,402,135
+190,833
86
$641M 0.33%
41,490,940
+6,142,800
87
$628M 0.33%
9,835,276
-2,849,008
88
$609M 0.32%
6,497,640
+197,511
89
$600M 0.31%
673,374,600
+34,758,200
90
$596M 0.31%
7,246,092
-213,830
91
$579M 0.3%
22,645,436
-220,871
92
$574M 0.3%
9,162,646
+191,660
93
$559M 0.29%
9,101,491
+2,616,030
94
$551M 0.29%
6,971,660
+3,389,909
95
$551M 0.29%
9,356,799
-403,687
96
$545M 0.28%
8,201,062
-763,425
97
$541M 0.28%
12,963,032
+3,889,973
98
$534M 0.28%
13,090,079
-573,510
99
$534M 0.28%
6,313,441
+84,114
100
$532M 0.28%
36,810,704
+184,860
2 3
4
5 6