Massachusetts Financial Services

Massachusetts Financial Services Portfolio holdings

AUM $301B
 

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.

AUM
$301B
AUM Growth
-$15.9B
Cap. Flow
-$7.91B
Cap. Flow %
-2.63%
Top 10 Hldgs %
18.61%
Holding
928
New
54
Increased
337
Reduced
484
Closed
47

Sector Composition

1Financials20.82%
2Technology19.5%
3Industrials12.37%
4Healthcare12.21%
5Consumer Discretionary6.89%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$307M0.1%9,722,265
-597,676
-6%
-$18.9M
$305M0.1%308,779
-5,662
-2%
-$5.59M
$304M0.1%372,958
+6,945
+2%
+$5.66M
$304M0.1%2,779,541
-2,706,749
-49%
-$296M
$303M0.1%7,751,922
+4,384,624
+130%
+$172M
$301M0.1%3,660,128
+4,028
+0.1%
+$332K
$300M0.1%1,962,965
+210,469
+12%
+$32.2M
$298M0.1%6,827,559
+476,127
+8%
+$20.8M
$297M0.1%2,630,666
+3,015
+0.1%
+$340K
$296M0.1%5,030,011
-103,563
-2%
-$6.1M
$293M0.1%1,877,917
+10,366
+0.6%
+$1.62M
$292M0.1%554,382
+3,185
+0.6%
+$1.68M
$292M0.1%3,542,199
-85,874
-2%
-$7.07M
$290M0.1%6,111,810
-48,821
-0.8%
-$2.32M
$286M0.1%3,683,428
-818,468
-18%
-$63.5M
$284M0.09%1,355,823
-7,148
-0.5%
-$1.5M
$280M0.09%4,952,853
+30,424
+0.6%
+$1.72M
$280M0.09%2,147,110
+136,638
+7%
+$17.8M
$276M0.09%1,374,735
-121,834
-8%
-$24.4M
$275M0.09%1,032,049
-562,003
-35%
-$150M
$275M0.09%1,628,304
+809,423
+99%
+$137M
$273M0.09%5,587,678
-343,820
-6%
-$16.8M
$271M0.09%906,017
-15,422
-2%
-$4.62M
$270M0.09%2,218,408
-111,188
-5%
-$13.5M
$269M0.09%1,505,268
-183,419
-11%
-$32.8M