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Massachusetts Financial Services

Massachusetts Financial Services Portfolio holdings

AUM $298B
1-Year Est. Return 21.97%
 

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
+21.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323B
AUM Growth
+$7.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
944
New
Increased
Reduced
Closed

Top Buys

1
+$2.5B
2
+$768M
3
+$741M
4
AAPL icon
Apple
AAPL
+$737M
5
ANET icon
Arista Networks
ANET
+$712M

Top Sells

1
+$1.04B
2
+$979M
3
+$654M
4
ISRG icon
Intuitive Surgical
ISRG
+$623M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$533M

Sector Composition

1 Technology 23.92%
2 Financials 19.63%
3 Industrials 12.8%
4 Healthcare 10.81%
5 Consumer Discretionary 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.18B 0.37%
1,918,959
-77,060
77
$1.16B 0.36%
10,726,926
+705,423
78
$1.15B 0.36%
8,194,433
-2,182,693
79
$1.13B 0.35%
3,544,520
+564,136
80
$1.12B 0.35%
11,366,547
-176,609
81
$1.11B 0.34%
1,825,250
-33,325
82
$1.11B 0.34%
6,825,908
-2,071,691
83
$1.11B 0.34%
4,816,106
-267,791
84
$1.1B 0.34%
11,660,891
-162,770
85
$1.08B 0.33%
3,242,353
+800,171
86
$1.08B 0.33%
3,580,892
+159,485
87
$1.07B 0.33%
23,940,960
-584,113
88
$1.06B 0.33%
4,067,494
+366,987
89
$1.05B 0.33%
1,323,467
-281,355
90
$1.01B 0.31%
10,367,293
-2,491,865
91
$974M 0.3%
3,736,010
-61,045
92
$966M 0.3%
12,081,305
+792,387
93
$946M 0.29%
15,147,646
-343,402
94
$940M 0.29%
4,000,319
-687,069
95
$918M 0.28%
3,875,239
-441,390
96
$908M 0.28%
3,488,261
+2,553,509
97
$894M 0.28%
2,118,434
-50,356
98
$873M 0.27%
1,830,414
+1,736,631
99
$870M 0.27%
10,090,642
-1,881,995
100
$853M 0.26%
7,914,525
-1,238,191
2 3
4
5 6