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
$301B
AUM Growth
-$15.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
928
New
Increased
Reduced
Closed

Top Buys

1
+$567M
2
+$383M
3
+$351M
4
PNC icon
PNC Financial Services
PNC
+$345M
5
SBUX icon
Starbucks
SBUX
+$306M

Top Sells

1
+$1.38B
2
+$891M
3
+$795M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$790M
5
AON icon
Aon
AON
+$712M

Sector Composition

1 Financials 20.82%
2 Technology 19.4%
3 Industrials 12.36%
4 Healthcare 12.21%
5 Consumer Discretionary 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15B 0.38%
4,809,100
-172,504
77
$1.14B 0.38%
11,754,939
+987,805
78
$1.13B 0.37%
4,944,107
-315,505
79
$1.11B 0.37%
5,358,309
+89,093
80
$1.1B 0.37%
4,836,430
+364,307
81
$1.08B 0.36%
4,660,545
+534,033
82
$1.06B 0.35%
2,426,828
-62,083
83
$1.03B 0.34%
10,241,186
+352,530
84
$1.02B 0.34%
25,301,347
+685,330
85
$1.02B 0.34%
1,859,000
-756,876
86
$1.01B 0.34%
14,369,089
-1,199,460
87
$992M 0.33%
2,873,049
-60,939
88
$991M 0.33%
1,935,734
-198,977
89
$982M 0.33%
2,024,908
-263,590
90
$966M 0.32%
5,157,195
+720,322
91
$943M 0.31%
996,770
-25,805
92
$906M 0.3%
10,303,788
+3,108,416
93
$858M 0.29%
3,521,623
-225,599
94
$857M 0.28%
11,472,260
-2,234,662
95
$856M 0.28%
4,719,537
-16,196
96
$841M 0.28%
14,130,993
-158,133
97
$839M 0.28%
3,381,073
-83,012
98
$836M 0.28%
8,757,180
+2,218,560
99
$826M 0.27%
21,320,772
-1,987,283
100
$824M 0.27%
3,532,622
-416,153
2 3
4
5 6