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
$325B
AUM Growth
-$9.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$1.63B
2
+$607M
3
+$580M
4
CRM icon
Salesforce
CRM
+$494M
5
CVX icon
Chevron
CVX
+$477M

Top Sells

1
+$1.69B
2
+$1.26B
3
+$1.14B
4
NVDA icon
NVIDIA
NVDA
+$1.03B
5
FLUT icon
Flutter Entertainment
FLUT
+$828M

Sector Composition

1 Technology 23.97%
2 Financials 18.51%
3 Healthcare 12.55%
4 Industrials 12.27%
5 Consumer Discretionary 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.29B 0.4%
2,746,012
-58,176
77
$1.26B 0.39%
20,884,476
-339,234
78
$1.23B 0.38%
7,349,359
-390,312
79
$1.22B 0.37%
1,190,798
-8,313
80
$1.21B 0.37%
16,339,762
+3,977,595
81
$1.2B 0.37%
9,672,022
-1,213,413
82
$1.15B 0.35%
8,143,021
-1,909,877
83
$1.15B 0.35%
4,905,114
+87,230
84
$1.14B 0.35%
1,452,451
-698,441
85
$1.12B 0.34%
2,062,706
+523,910
86
$1.1B 0.34%
10,607,761
-220,068
87
$1.1B 0.34%
7,083,582
-135,477
88
$1.1B 0.34%
23,632,688
+458,960
89
$1.09B 0.34%
16,726,114
+4,794,746
90
$1.07B 0.33%
7,173,941
+64,332
91
$1.06B 0.33%
3,389,384
+8,291
92
$1.04B 0.32%
4,754,647
+1,282,676
93
$1.04B 0.32%
4,276,798
+200,665
94
$953M 0.29%
22,552,092
-54,614
95
$944M 0.29%
14,204,531
-8,479,286
96
$937M 0.29%
7,439,361
-37,731
97
$912M 0.28%
5,527,700
+114,938
98
$906M 0.28%
3,839,715
+59,910
99
$906M 0.28%
12,861,135
+1,764,844
100
$891M 0.27%
8,970,806
-2,035,341
2 3
4
5 6