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
$198B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$870M
2
+$597M
3
+$405M
4
CL icon
Colgate-Palmolive
CL
+$391M
5
AXP icon
American Express
AXP
+$333M

Top Sells

1
+$905M
2
+$861M
3
+$647M
4
PG icon
Procter & Gamble
PG
+$376M
5
ABBV icon
AbbVie
ABBV
+$298M

Sector Composition

1 Financials 18.04%
2 Healthcare 17.04%
3 Industrials 13.56%
4 Technology 12.72%
5 Communication Services 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$345M 0.17%
6,905,918
-20,213
127
$344M 0.17%
13,640,994
+126,457
128
$341M 0.17%
5,392,648
-25,514
129
$340M 0.17%
2,414,297
-725,859
130
$336M 0.17%
3,522,559
-995,376
131
$334M 0.17%
11,429,227
+1,516,453
132
$327M 0.17%
3,993,358
-456,830
133
$324M 0.16%
6,630,475
-55,552
134
$324M 0.16%
1,295,751
+159,487
135
$319M 0.16%
6,380,282
+702,069
136
$315M 0.16%
6,756,505
-1,774,160
137
$313M 0.16%
8,958,151
-1,183,675
138
$313M 0.16%
13,040,961
+2,670,841
139
$305M 0.15%
7,278,629
+773,805
140
$302M 0.15%
23,749,870
+6,665,380
141
$301M 0.15%
5,833,729
-101,673
142
$299M 0.15%
5,911,194
-1,485,808
143
$297M 0.15%
3,316,086
-280,591
144
$297M 0.15%
2,870,191
-26,033
145
$296M 0.15%
6,093,007
+1,254,527
146
$294M 0.15%
5,400,508
+291,212
147
$294M 0.15%
2,566,037
+2,074,506
148
$293M 0.15%
1,958,556
-717,419
149
$290M 0.15%
3,499,864
-179,058
150
$289M 0.15%
3,973,639
+1,288,654
4 5
6
7 8