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
$253B
AUM Growth
+$43.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$1.27B
2
+$747M
3
+$574M
4
MSFT icon
Microsoft
MSFT
+$555M
5
MRK icon
Merck
MRK
+$524M

Top Sells

1
+$579M
2
+$478M
3
+$425M
4
APTV icon
Aptiv
APTV
+$407M
5
MAR icon
Marriott International
MAR
+$399M

Sector Composition

1 Technology 22.06%
2 Financials 17.71%
3 Healthcare 15.83%
4 Industrials 13.15%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$904M 0.36%
4,190,691
+36,081
77
$899M 0.35%
2,691,930
+142,933
78
$880M 0.35%
7,913,313
-176,036
79
$871M 0.34%
6,238,937
+576,488
80
$862M 0.34%
1,689,775
+42,027
81
$859M 0.34%
6,271,402
-452,532
82
$858M 0.34%
2,942,382
-41,221
83
$851M 0.34%
89,602,920
+44,512,720
84
$846M 0.33%
18,589,260
-683,960
85
$834M 0.33%
5,898,393
+1,120,623
86
$819M 0.32%
23,981,507
-920,212
87
$797M 0.31%
15,005,628
+1,648,579
88
$797M 0.31%
4,852,661
-242,852
89
$787M 0.31%
7,477,851
-664,710
90
$786M 0.31%
6,781,671
+853,511
91
$784M 0.31%
11,096,500
-642,100
92
$784M 0.31%
4,344,801
-1,449,470
93
$768M 0.3%
18,280,003
+1,763,161
94
$765M 0.3%
1,970,259
-24,772
95
$755M 0.3%
2,550,056
+131,609
96
$740M 0.29%
7,544,157
-736,333
97
$732M 0.29%
14,340,065
-688,200
98
$695M 0.27%
12,231,283
+10,092,162
99
$685M 0.27%
40,639,179
+28,002
100
$673M 0.27%
2,449,350
-478,258
2 3
4
5 6