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
$267B
AUM Growth
-$22.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1 +$567M
2 +$386M
3 +$365M
4
GD icon
General Dynamics
GD
+$324M
5
ORLY icon
O'Reilly Automotive
ORLY
+$261M

Top Sells

1 +$997M
2 +$565M
3 +$440M
4
META icon
Meta Platforms (Facebook)
META
+$433M
5
DHR icon
Danaher
DHR
+$404M

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
126
$574M 0.21%
6,900,452
-121,889
127
$572M 0.21%
19,019,650
-37,200
128
$571M 0.21%
7,186,833
+87,247
129
$567M 0.21%
45,338,467
+733,169
130
$560M 0.21%
18,551,779
-89,334
131
$557M 0.21%
8,732,674
-1,393,001
132
$555M 0.21%
11,840,535
+5,569,860
133
$544M 0.2%
3,872,474
+951,511
134
$540M 0.2%
12,791,623
+188,730
135
$536M 0.2%
941,730
+7,231
136
$534M 0.2%
9,293,783
-923,484
137
$522M 0.2%
5,138,858
+1,691,045
138
$509M 0.19%
4,613,092
-63,833
139
$487M 0.18%
4,040,218
-15,535
140
$484M 0.18%
1,700,110
+102,118
141
$483M 0.18%
2,565,993
-2,373
142
$481M 0.18%
5,713,341
-279,339
143
$479M 0.18%
3,976,656
-647,575
144
$475M 0.18%
6,645,087
+231,649
145
$473M 0.18%
12,915,230
-114,520
146
$464M 0.17%
1,276,853
+3,675
147
$464M 0.17%
2,091,757
-235,948
148
$457M 0.17%
3,356,714
-83,529
149
$453M 0.17%
7,247,832
-237,159
150
$439M 0.16%
10,199,333
+9,101