Massachusetts Financial Services

Massachusetts Financial Services Portfolio holdings

AUM $310B
1-Year Est. Return 23.29%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315B
AUM Growth
+$14.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
943
New
Increased
Reduced
Closed

Top Buys

1
+$889M
2
+$731M
3
+$612M
4
WFC icon
Wells Fargo
WFC
+$472M
5
LPLA icon
LPL Financial
LPLA
+$347M

Top Sells

1
+$1.05B
2
+$948M
3
+$578M
4
CP icon
Canadian Pacific Kansas City
CP
+$515M
5
LLY icon
Eli Lilly
LLY
+$482M

Sector Composition

1 Technology 21.34%
2 Financials 20.58%
3 Industrials 13.15%
4 Healthcare 11.03%
5 Consumer Discretionary 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.2B 0.38%
6,175,553
+258,983
77
$1.18B 0.37%
24,525,073
-776,274
78
$1.18B 0.37%
4,316,629
-2,121,212
79
$1.18B 0.37%
12,803,346
+2,499,558
80
$1.14B 0.36%
4,687,388
+26,843
81
$1.14B 0.36%
1,604,822
-254,178
82
$1.13B 0.36%
6,547,478
-1,736,955
83
$1.12B 0.36%
1,070,435
+73,665
84
$1.1B 0.35%
11,543,156
-211,783
85
$1.07B 0.34%
4,853,288
-90,819
86
$1.06B 0.34%
10,021,503
-219,683
87
$1.06B 0.34%
1,996,019
+59,001
88
$1.04B 0.33%
15,491,048
-1,581,428
89
$989M 0.31%
6,907,452
-293,840
90
$986M 0.31%
3,700,507
-1,135,923
91
$950M 0.3%
2,342,780
-53,252
92
$949M 0.3%
2,168,790
+92,029
93
$941M 0.3%
4,497,166
-222,371
94
$939M 0.3%
3,797,055
+415,982
95
$929M 0.29%
1,858,575
-77,159
96
$923M 0.29%
2,980,384
-19,884
97
$916M 0.29%
2,442,182
+926,122
98
$916M 0.29%
3,510,786
-21,836
99
$915M 0.29%
7,214,278
-635,810
100
$906M 0.29%
2,328,610
-98,218
2 3
4
5 6