Massachusetts Financial Services Co. /ma/
Massachusetts Financial Services Company (now operating as MFS Investment Management) is a global asset manager headquartered in Boston, Massachusetts. Originally founded in 1924, it is one of the world’s oldest asset management firms and is credited with launching the first open-end mutual fund in the United States. As of 2025, the firm employs over 1,200 people, including investment professionals, and manages a wide range of investment products for global institutional and individual investors.
Investment Strategy
MFS Investment Management follows a research-driven, active investment strategy with an emphasis on fundamental research and disciplined risk management. The firm manages mutual funds, institutional portfolios, and separate accounts, applying a long-term perspective and diversified approach across equities, fixed income, and multi-asset solutions globally. Their philosophy stresses collaboration among global investment teams to develop unique insights and deliver consistent results for investors.
Top Holdings
Equity Positions (874)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.75% | $14.97B | 30,098,799 | $109.17 | $497.41 | +$3.32B |
N NVDA | NVIDIA CORPORATION | 2.88% | $9.06B | 57,362,545 | $18.57 | $157.99 | +$2.74B |
A AMZN | AMAZON COM INC | 2.11% | $6.66B | 30,370,533 | $57.81 | $219.39 | +$853.6M |
M META | META PLATFORMS INC | 2.11% | $6.63B | 8,988,662 | $297.40 | $738.09 | +$1.29B |
A AAPL | APPLE INC | 1.64% | $5.15B | 25,119,076 | $49.56 | $205.17 | -$614.3M |