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
201
$322M 0.1%
997,329
-221,298
202
$319M 0.1%
2,525,303
-154,241
203
$317M 0.1%
7,393,947
+295,306
204
$316M 0.1%
2,561,515
+343,107
205
$315M 0.1%
4,897,772
-485,921
206
$315M 0.1%
1,739,067
-525,860
207
$315M 0.1%
302,517
-6,262
208
$310M 0.1%
2,220,782
-635,480
209
$308M 0.1%
5,498,091
+1,254,521
210
$307M 0.1%
542,110
+459,396
211
$306M 0.1%
3,270,735
+1,073,914
212
$305M 0.1%
2,466,136
-122,878
213
$296M 0.09%
1,526,112
+20,844
214
$295M 0.09%
2,210,059
+243,606
215
$294M 0.09%
3,633,227
-1,039,946
216
$293M 0.09%
1,899,283
+362,894
217
$290M 0.09%
2,044,533
-522,645
218
$289M 0.09%
5,593,002
+562,991
219
$286M 0.09%
3,341,348
+600,629
220
$285M 0.09%
357,772
-15,186
221
$284M 0.09%
91,921,806
-11,827,611
222
$284M 0.09%
5,134,558
-248,151
223
$273M 0.09%
5,199,178
-912,632
224
$273M 0.09%
7,662,988
-88,934
225
$271M 0.09%
+554,153