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
$325B
AUM Growth
+$13.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$1.3B
2
+$794M
3
+$701M
4
ICLR icon
Icon
ICLR
+$474M
5
FISV
Fiserv Inc
FISV
+$462M

Top Sells

1
+$912M
2
+$775M
3
+$578M
4
BABA icon
Alibaba
BABA
+$562M
5
GS icon
Goldman Sachs
GS
+$480M

Sector Composition

1 Technology 21.43%
2 Financials 18.38%
3 Healthcare 14.91%
4 Industrials 13.45%
5 Communication Services 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.16B 0.36%
2,323,343
+92,788
77
$1.14B 0.35%
5,849,127
-60,089
78
$1.14B 0.35%
19,097,410
-273,220
79
$1.13B 0.35%
3,886,251
+461,104
80
$1.13B 0.35%
7,953,654
-106,200
81
$1.09B 0.34%
81,917,960
-9,651,920
82
$1.08B 0.33%
7,778,070
-32,777
83
$1.08B 0.33%
4,551,608
+14,621
84
$1.08B 0.33%
6,328,580
+10,423
85
$1.07B 0.33%
2,793,170
+60,571
86
$1.06B 0.33%
13,939,960
-304,010
87
$1.04B 0.32%
19,697,687
+916,175
88
$1.04B 0.32%
7,837,911
+486,326
89
$1.04B 0.32%
13,341,552
+9,031,544
90
$1.03B 0.32%
4,296,037
+1,135,240
91
$1.02B 0.31%
8,005,005
-80,588
92
$997M 0.31%
7,960,783
+1,383,808
93
$994M 0.31%
3,498,057
-446,265
94
$993M 0.31%
3,581,219
+426,130
95
$988M 0.3%
2,674,782
-176,218
96
$984M 0.3%
25,438,683
-530,239
97
$963M 0.3%
12,462,627
-2,382,011
98
$947M 0.29%
2,789,182
-20,177
99
$930M 0.29%
6,773,039
+29,202
100
$920M 0.28%
19,994,595
-1,493,075
2 3
4
5 6