Massachusetts Financial Services

Massachusetts Financial Services Portfolio holdings

AUM $310B
1-Year Est. Return 23.29%
 

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
+23.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315B
AUM Growth
+$14.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
943
New
Increased
Reduced
Closed

Top Buys

1 +$889M
2 +$731M
3 +$612M
4
WFC icon
Wells Fargo
WFC
+$472M
5
LPLA icon
LPL Financial
LPLA
+$347M

Top Sells

1 +$1.05B
2 +$948M
3 +$578M
4
CP icon
Canadian Pacific Kansas City
CP
+$515M
5
LLY icon
Eli Lilly
LLY
+$482M

Sector Composition

1 Technology 21.34%
2 Financials 20.58%
3 Industrials 13.15%
4 Healthcare 11.03%
5 Consumer Discretionary 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$372M 0.12%
669,197
-258,730
177
$369M 0.12%
2,406,749
+71,495
178
$367M 0.12%
7,138,859
+311,300
179
$364M 0.12%
2,003,202
+40,237
180
$362M 0.11%
2,611,939
-950,160
181
$356M 0.11%
699,266
+165,911
182
$355M 0.11%
485,388
+27,837
183
$355M 0.11%
2,222,237
-50,844
184
$354M 0.11%
4,676,071
+133,264
185
$352M 0.11%
1,241,540
-770
186
$352M 0.11%
5,570,471
+53,614
187
$349M 0.11%
10,141,701
+189,637
188
$349M 0.11%
1,236,899
-37,429
189
$347M 0.11%
4,125,698
+465,570
190
$346M 0.11%
600,163
-466,957
191
$345M 0.11%
2,044,534
-300,076
192
$344M 0.11%
2,182,140
-154,082
193
$342M 0.11%
12,718,075
+8,988,938
194
$339M 0.11%
2,576,322
-54,344
195
$337M 0.11%
1,342,825
-12,998
196
$328M 0.1%
1,901,843
+23,926
197
$327M 0.1%
2,209,030
+17,074
198
$326M 0.1%
10,897,027
+2,210,447
199
$324M 0.1%
9,134,949
-587,316
200
$323M 0.1%
2,243,048
+95,938