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
176
$330M 0.12%
5,539,617
-3,411,113
177
$324M 0.12%
2,637,870
+98,032
178
$323M 0.12%
2,685,441
+412,521
179
$296M 0.11%
3,457,214
+1,174,377
180
$294M 0.11%
1,226,053
-10,391
181
$288M 0.11%
1,192,659
+6,906
182
$280M 0.1%
2,069,727
-20,475
183
$279M 0.1%
1,063,314
+444
184
$277M 0.1%
4,468,502
+126,893
185
$276M 0.1%
3,653,743
-788,752
186
$275M 0.1%
2,343,445
+18,135
187
$275M 0.1%
1,376,251
+1,459
188
$275M 0.1%
2,629,246
-574,631
189
$275M 0.1%
2,780,213
+17,746
190
$274M 0.1%
682,898
+3,218
191
$273M 0.1%
9,562,191
-95,603
192
$272M 0.1%
3,339,332
+768,849
193
$268M 0.1%
7,142,648
-58,350
194
$264M 0.1%
18,862,528
-1,145,440
195
$259M 0.1%
1,230,091
-10,271
196
$257M 0.1%
4,536,807
-4,966
197
$252M 0.09%
2,105,204
+92,293
198
$252M 0.09%
5,824,871
+58,460
199
$252M 0.09%
11,135,355
+53,261
200
$251M 0.09%
6,763,495
-27,050