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
$304B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
886
New
Increased
Reduced
Closed

Top Buys

1
+$1.49B
2
+$784M
3
+$544M
4
SPOT icon
Spotify
SPOT
+$510M
5
KVUE icon
Kenvue
KVUE
+$493M

Top Sells

1
+$1.02B
2
+$698M
3
+$657M
4
INTU icon
Intuit
INTU
+$622M
5
BSX icon
Boston Scientific
BSX
+$562M

Sector Composition

1 Technology 21.34%
2 Financials 17.98%
3 Healthcare 14.07%
4 Industrials 13.34%
5 Consumer Discretionary 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.23B 0.4%
9,310,990
+809,367
77
$1.2B 0.4%
2,461,867
-2,089,948
78
$1.2B 0.39%
2,128,150
+338,225
79
$1.18B 0.39%
3,372,402
+425,401
80
$1.15B 0.38%
9,527,954
-670,572
81
$1.13B 0.37%
65,341,888
+12,068,291
82
$1.12B 0.37%
22,609,916
-1,213,724
83
$1.11B 0.37%
25,150,948
+334,105
84
$1.09B 0.36%
8,395,234
-1,621,108
85
$1.08B 0.36%
2,484,183
+719,068
86
$1.07B 0.35%
25,161,966
-814,942
87
$1.04B 0.34%
22,647,869
-91,200
88
$1.02B 0.33%
7,486,440
-888,065
89
$1.02B 0.33%
8,050,813
-1,755,698
90
$1.01B 0.33%
11,370,445
-172,104
91
$992M 0.33%
15,962,542
+2,601,118
92
$986M 0.32%
7,847,845
+284,281
93
$954M 0.31%
19,977,840
-11,630
94
$939M 0.31%
6,800,847
-320,590
95
$938M 0.31%
4,406,503
-3,090,117
96
$929M 0.31%
7,378,254
+1,039,697
97
$925M 0.3%
3,470,748
+889,705
98
$916M 0.3%
10,255,914
+2,038,797
99
$906M 0.3%
14,228,595
-647,625
100
$868M 0.29%
4,475,789
-716,683
2 3
4
5 6