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
$334B
AUM Growth
+$25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
894
New
Increased
Reduced
Closed

Top Buys

1
+$1.35B
2
+$828M
3
+$595M
4
KKR icon
KKR & Co
KKR
+$552M
5
CRM icon
Salesforce
CRM
+$548M

Top Sells

1
+$979M
2
+$744M
3
+$735M
4
BSX icon
Boston Scientific
BSX
+$724M
5
ETN icon
Eaton
ETN
+$527M

Sector Composition

1 Technology 22.18%
2 Financials 19.01%
3 Healthcare 13.21%
4 Industrials 12.84%
5 Consumer Discretionary 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.35B 0.4%
11,006,147
-336,627
77
$1.34B 0.4%
21,223,710
-2,975,310
78
$1.33B 0.4%
5,638,400
-1,221,162
79
$1.27B 0.38%
5,664,192
-147,626
80
$1.26B 0.38%
10,052,898
-541,490
81
$1.23B 0.37%
10,827,829
-1,225,199
82
$1.2B 0.36%
3,984,203
+1,820,123
83
$1.19B 0.36%
4,817,884
+785,159
84
$1.17B 0.35%
2,804,188
-821,614
85
$1.17B 0.35%
7,219,059
-102,412
86
$1.16B 0.35%
1,199,111
+25,787
87
$1.16B 0.35%
3,346,017
-949,339
88
$1.14B 0.34%
7,109,609
-121,590
89
$1.13B 0.34%
11,647,180
+1,354,090
90
$1.11B 0.33%
11,502,919
-323,785
91
$1.09B 0.33%
4,076,133
-1,316,862
92
$1.08B 0.32%
7,477,092
-525,576
93
$1.06B 0.32%
1,897,679
-497,530
94
$1B 0.3%
3,729,445
-894,057
95
$1,000M 0.3%
22,606,706
-89,406
96
$994M 0.3%
2,887,799
-167,139
97
$987M 0.29%
12,362,167
+5,332,270
98
$928M 0.28%
1,113,652
-27,243
99
$925M 0.28%
17,205,532
-2,788,766
100
$892M 0.27%
3,381,093
-313,100
2 3
4
5 6