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
$286B
AUM Growth
+$19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$582M
2
+$473M
3
+$407M
4
GD icon
General Dynamics
GD
+$253M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$252M

Top Sells

1
+$734M
2
+$451M
3
+$411M
4
EW icon
Edwards Lifesciences
EW
+$389M
5
TMO icon
Thermo Fisher Scientific
TMO
+$389M

Sector Composition

1 Financials 19.48%
2 Technology 17.37%
3 Healthcare 16.61%
4 Industrials 13.73%
5 Consumer Discretionary 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.11B 0.39%
7,425,037
-166,356
77
$1.1B 0.38%
1,547,463
-313,693
78
$1.09B 0.38%
2,063,852
+415,729
79
$1.07B 0.38%
5,071,817
-1,869
80
$1.07B 0.37%
10,613,620
-2,246,909
81
$1.06B 0.37%
6,712,886
-179,887
82
$1.05B 0.37%
2,774,823
-58,730
83
$1.05B 0.37%
8,076,314
-114,398
84
$1.04B 0.36%
19,668,232
+347,065
85
$1.02B 0.36%
5,410,419
-123,833
86
$1,000M 0.35%
21,423,763
+76,667
87
$982M 0.34%
11,066,304
-86,675
88
$977M 0.34%
7,198,665
-199,818
89
$931M 0.32%
5,038,403
-48,884
90
$925M 0.32%
7,335,482
-295,715
91
$917M 0.32%
62,781,590
-3,737,520
92
$910M 0.32%
8,682,021
+1,490,847
93
$910M 0.32%
2,656,408
+32,682
94
$907M 0.32%
2,697,899
+470,055
95
$884M 0.31%
13,031,710
+356,708
96
$860M 0.3%
11,129,429
+636,879
97
$857M 0.3%
3,454,507
+78,933
98
$854M 0.3%
3,066,540
-81,762
99
$841M 0.29%
8,855,303
+80,795
100
$833M 0.29%
14,804,025
+2,963,490
2 3
4
5 6