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
$309B
AUM Growth
+$24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
884
New
Increased
Reduced
Closed

Top Buys

1
+$686M
2
+$583M
3
+$467M
4
TRU icon
TransUnion
TRU
+$411M
5
ABBV icon
AbbVie
ABBV
+$370M

Top Sells

1
+$1.18B
2
+$564M
3
+$522M
4
SHW icon
Sherwin-Williams
SHW
+$440M
5
DHR icon
Danaher
DHR
+$436M

Sector Composition

1 Technology 21.46%
2 Financials 18.86%
3 Healthcare 13.08%
4 Industrials 12.95%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.28B 0.41%
5,811,818
+77,152
77
$1.28B 0.41%
27,146,826
-86,798
78
$1.25B 0.4%
23,097,213
-410,166
79
$1.25B 0.4%
11,427,241
-674,660
80
$1.24B 0.4%
8,823,713
-236,986
81
$1.24B 0.4%
19,994,298
+1,472,435
82
$1.22B 0.39%
11,008,095
+566,539
83
$1.21B 0.39%
4,623,502
-81,240
84
$1.2B 0.39%
8,002,668
-308,133
85
$1.14B 0.37%
5,055,719
-340,631
86
$1.13B 0.37%
7,321,471
-8,876
87
$1.12B 0.36%
21,765,375
-316,250
88
$1.12B 0.36%
10,594,388
-203,720
89
$1.05B 0.34%
22,696,112
+1,706,446
90
$1.03B 0.33%
11,826,704
-140,336
91
$1.02B 0.33%
11,342,774
-59,354
92
$1.01B 0.32%
3,054,938
-316,399
93
$983M 0.32%
4,032,725
-1,160,107
94
$979M 0.32%
2,518,167
-531,080
95
$961M 0.31%
7,231,199
-450,848
96
$926M 0.3%
1,140,895
-39,460
97
$888M 0.29%
1,173,324
+24,368
98
$872M 0.28%
1,462,027
-43,357
99
$854M 0.28%
9,520,838
+1,405,569
100
$845M 0.27%
10,203,062
+365,449
2 3
4
5 6