Massachusetts Financial Services

Massachusetts Financial Services Portfolio holdings

AUM $310B
1-Year Est. Return 23.25%
 

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
+23.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267B
AUM Growth
-$22.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$591M
2
+$442M
3
+$370M
4
GD icon
General Dynamics
GD
+$346M
5
ORLY icon
O'Reilly Automotive
ORLY
+$260M

Top Sells

1
+$1.11B
2
+$595M
3
+$517M
4
ACN icon
Accenture
ACN
+$495M
5
DHR icon
Danaher
DHR
+$432M

Sector Composition

1 Financials 19.11%
2 Technology 18.72%
3 Healthcare 16.46%
4 Industrials 13.35%
5 Consumer Discretionary 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$731M 0.27%
10,492,550
+526,669
102
$729M 0.27%
3,375,574
-118,341
103
$722M 0.27%
4,469,760
-491,058
104
$716M 0.27%
9,487,070
+138,090
105
$709M 0.27%
4,931,510
-196,732
106
$707M 0.26%
2,623,726
+171,541
107
$687M 0.26%
14,561,455
+52,871
108
$673M 0.25%
12,069,785
-1,334,520
109
$660M 0.25%
8,412,729
-26,603
110
$658M 0.25%
2,154,552
-22,198
111
$653M 0.24%
7,191,174
+316,982
112
$630M 0.24%
3,648,605
+10,610
113
$616M 0.23%
2,227,844
+1,318,892
114
$612M 0.23%
3,022,959
-385,260
115
$610M 0.23%
3,441,012
-291,281
116
$609M 0.23%
26,079,210
+1,059,750
117
$605M 0.23%
8,039,425
+59,090
118
$594M 0.22%
7,597,829
+1,456,253
119
$591M 0.22%
6,397,831
-688,895
120
$588M 0.22%
7,178,987
-1,129,671
121
$587M 0.22%
17,543,382
-640,920
122
$584M 0.22%
18,872,511
-15,777
123
$580M 0.22%
9,070,238
-16,628
124
$576M 0.22%
13,319,432
-2,049,299
125
$575M 0.22%
9,379,055
-23,041
3 4
5
6 7