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
$192B
AUM Growth
+$5.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$456M
2
+$333M
3
+$283M
4
UNP icon
Union Pacific
UNP
+$273M
5
BABA icon
Alibaba
BABA
+$268M

Top Sells

1
+$584M
2
+$267M
3
+$193M
4
BMY icon
Bristol-Myers Squibb
BMY
+$182M
5
CL icon
Colgate-Palmolive
CL
+$159M

Sector Composition

1 Financials 17.49%
2 Healthcare 17.11%
3 Technology 14.31%
4 Industrials 13.42%
5 Communication Services 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$526M 0.27%
3,336,280
+117,999
102
$523M 0.27%
6,487,689
+362,417
103
$521M 0.27%
11,757,082
+1,080,031
104
$518M 0.27%
13,216,752
-105,238
105
$516M 0.27%
8,142,544
+214,807
106
$512M 0.27%
21,730,089
+2,490,445
107
$497M 0.26%
4,344,685
+692,118
108
$496M 0.26%
7,220,674
-1,923,872
109
$495M 0.26%
17,788,945
+2,311,247
110
$490M 0.25%
5,765,985
-91,121
111
$487M 0.25%
14,724,181
-292,242
112
$487M 0.25%
3,095,433
+908,620
113
$485M 0.25%
16,407,308
-1,382,552
114
$479M 0.25%
6,484,742
+912,829
115
$478M 0.25%
19,828,496
-3,722,218
116
$469M 0.24%
14,487,365
-857,612
117
$466M 0.24%
4,657,449
+569,768
118
$465M 0.24%
9,380,168
-382,954
119
$464M 0.24%
16,654,610
-447,410
120
$452M 0.24%
11,277,118
-200,198
121
$452M 0.23%
14,534,846
-2,426
122
$447M 0.23%
11,733,152
-1,168,499
123
$418M 0.22%
4,781,294
+32,944
124
$411M 0.21%
8,005,430
+94,824
125
$409M 0.21%
317,492
-29,708
3 4
5
6 7