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
$178B
AUM Growth
+$16.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
894
New
Increased
Reduced
Closed

Top Buys

1
+$433M
2
+$309M
3
+$304M
4
MCD icon
McDonald's
MCD
+$278M
5
BEN icon
Franklin Resources
BEN
+$265M

Top Sells

1
+$329M
2
+$304M
3
+$299M
4
STJ
St Jude Medical
STJ
+$296M
5
ADSK icon
Autodesk
ADSK
+$282M

Sector Composition

1 Financials 18.31%
2 Healthcare 15.6%
3 Industrials 14.74%
4 Technology 11.78%
5 Communication Services 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$303M 0.17%
13,512,984
-238,143
127
$301M 0.17%
1,241,763
+17,735
128
$300M 0.17%
4,461,696
-221,977
129
$297M 0.17%
5,904,597
+978,185
130
$297M 0.17%
2,142,945
+257,806
131
$296M 0.17%
3,507,158
-1,940,736
132
$296M 0.17%
3,533,171
+246,982
133
$292M 0.16%
20,112,131
-1,034,967
134
$291M 0.16%
21,966,627
+2,216,769
135
$291M 0.16%
6,296,976
+83,380
136
$289M 0.16%
14,799,284
+529,140
137
$287M 0.16%
11,059,512
+636,180
138
$286M 0.16%
8,922,205
+376,766
139
$284M 0.16%
3,617,642
-1,421,024
140
$284M 0.16%
4,878,126
-197,878
141
$281M 0.16%
7,244,758
-985,002
142
$281M 0.16%
7,306,896
-29,531
143
$279M 0.16%
6,582,070
+3,583,432
144
$279M 0.16%
3,246,559
-9,719
145
$274M 0.15%
40,528,967
+3,252,530
146
$274M 0.15%
3,451,831
+884,603
147
$270M 0.15%
2,308,479
-89,831
148
$267M 0.15%
3,173,916
+44,893
149
$263M 0.15%
12,306,672
+1,019,820
150
$262M 0.15%
16,463,322
+7,496,644
4 5
6
7 8