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
$267B
AUM Growth
-$22.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$567M
2
+$386M
3
+$365M
4
GD icon
General Dynamics
GD
+$324M
5
ORLY icon
O'Reilly Automotive
ORLY
+$261M

Top Sells

1
+$997M
2
+$565M
3
+$440M
4
META icon
Meta Platforms (Facebook)
META
+$433M
5
DHR icon
Danaher
DHR
+$404M

Sector Composition

1 Financials 19.11%
2 Technology 18.72%
3 Healthcare 16.46%
4 Industrials 13.35%
5 Consumer Discretionary 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.02B 0.38%
1,861,156
-22,501
77
$1.01B 0.38%
23,087,012
-315,046
78
$997M 0.37%
21,347,096
-844,432
79
$958M 0.36%
12,675,002
-337,237
80
$948M 0.35%
5,534,252
+300,053
81
$946M 0.35%
8,341,459
+143,765
82
$927M 0.35%
15,179,179
-1,275,987
83
$915M 0.34%
8,190,712
+245,996
84
$858M 0.32%
2,833,553
+1,276,653
85
$855M 0.32%
7,631,197
+1,280,868
86
$855M 0.32%
7,842,807
+801,336
87
$846M 0.32%
5,087,287
+488,829
88
$846M 0.32%
19,321,167
+53,057
89
$833M 0.31%
7,398,483
-208,773
90
$832M 0.31%
1,648,123
+1,123,340
91
$827M 0.31%
8,762,191
-534,936
92
$807M 0.3%
66,519,110
-2,835,860
93
$787M 0.29%
6,478,670
+627,517
94
$780M 0.29%
18,722,353
-259,226
95
$765M 0.29%
3,148,302
+249,312
96
$764M 0.29%
16,146,995
-1,319,156
97
$759M 0.28%
5,240,719
-264,796
98
$759M 0.28%
8,774,508
-1,114,279
99
$750M 0.28%
11,579,380
+1,191,230
100
$739M 0.28%
4,980,576
-350,100
2 3
4
5 6