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
$233B
AUM Growth
-$5.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
906
New
Increased
Reduced
Closed

Top Buys

1
+$345M
2
+$335M
3
+$290M
4
DUK icon
Duke Energy
DUK
+$288M
5
MSFT icon
Microsoft
MSFT
+$278M

Top Sells

1
+$506M
2
+$488M
3
+$413M
4
TMO icon
Thermo Fisher Scientific
TMO
+$408M
5
AVGO icon
Broadcom
AVGO
+$365M

Sector Composition

1 Financials 21.68%
2 Technology 16.42%
3 Healthcare 14.57%
4 Industrials 13.17%
5 Communication Services 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$917M 0.39%
8,399,934
-192,438
77
$914M 0.39%
15,787,398
-736,453
78
$914M 0.39%
5,447,120
+1,625,772
79
$912M 0.39%
14,636,235
+5,542,534
80
$866M 0.37%
5,528,000
+298,220
81
$865M 0.37%
5,363,951
-62,985
82
$839M 0.36%
22,812,813
+820,842
83
$802M 0.34%
138,481,960
+9,093,000
84
$764M 0.33%
6,572,224
+226,056
85
$764M 0.33%
2,260,085
+208,727
86
$758M 0.32%
25,655,430
+590,750
87
$756M 0.32%
10,136,084
-302,740
88
$754M 0.32%
25,157,988
-687,670
89
$746M 0.32%
34,632,432
-1,610,564
90
$743M 0.32%
21,522,401
-370,145
91
$720M 0.31%
6,311,387
-59,994
92
$713M 0.31%
25,638,596
-928,916
93
$691M 0.3%
14,447,648
-134,559
94
$673M 0.29%
8,064,404
-819,789
95
$665M 0.28%
15,322,485
+2,598,337
96
$661M 0.28%
14,790,707
+5,270,905
97
$646M 0.28%
6,240,535
-92,416
98
$627M 0.27%
5,620,956
+274,364
99
$625M 0.27%
27,148,003
-1,859,818
100
$625M 0.27%
10,923,436
+479,880
2 3
4
5 6