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
$198B
AUM Growth
+$6.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$559M
2
+$461M
3
+$423M
4
SJM icon
J.M. Smucker
SJM
+$275M
5
MCO icon
Moody's
MCO
+$261M

Top Sells

1
+$968M
2
+$430M
3
+$323M
4
ACN icon
Accenture
ACN
+$296M
5
STJ
St Jude Medical
STJ
+$224M

Sector Composition

1 Healthcare 17.91%
2 Financials 17.25%
3 Technology 13.94%
4 Industrials 13.57%
5 Communication Services 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$793M 0.4%
2,315,297
-391,428
77
$785M 0.4%
12,541,817
+517,091
78
$778M 0.39%
7,951,821
+888,600
79
$769M 0.39%
49,467,510
+7,976,570
80
$760M 0.38%
17,929,535
+4,966,503
81
$730M 0.37%
6,496,038
-2,875,931
82
$713M 0.36%
13,929,433
+1,930,600
83
$684M 0.34%
9,590,228
+90,284
84
$679M 0.34%
4,681,279
-820,747
85
$678M 0.34%
6,507,512
+207,550
86
$662M 0.33%
2,914,674
-326,887
87
$662M 0.33%
11,995,505
+2,894,014
88
$657M 0.33%
13,519,953
+1,762,871
89
$655M 0.33%
9,501,706
+339,060
90
$640M 0.32%
10,710,977
+163,162
91
$632M 0.32%
3,386,458
+291,025
92
$627M 0.32%
7,709,313
+1,395,872
93
$626M 0.32%
24,145,694
+1,500,258
94
$614M 0.31%
6,413,977
-83,663
95
$614M 0.31%
13,245,988
+155,909
96
$589M 0.3%
7,768,039
+547,365
97
$581M 0.29%
7,302,823
+331,163
98
$576M 0.29%
10,157,607
-1,363,537
99
$576M 0.29%
7,826,049
-2,009,227
100
$560M 0.28%
12,311,751
+1,034,633
2 3
4
5 6