Massachusetts Financial Services Portfolio holdings
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
TotalEnergies
TTE
|
+$2.54B |
| 2 |
Gilead Sciences
GILD
|
+$500M |
| 3 |
Seagate
STX
|
+$489M |
| 4 |
Danaher
DHR
|
+$487M |
| 5 |
Monster Beverage
MNST
|
+$438M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Meta Platforms (Facebook)
META
|
+$1.9B |
| 2 |
TSMC
TSM
|
+$1.65B |
| 3 |
Microsoft
MSFT
|
+$1.63B |
| 4 |
NVIDIA
NVDA
|
+$850M |
| 5 |
Mondelez International
MDLZ
|
+$738M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23% |
| 2 | Financials | 19.95% |
| 3 | Industrials | 12.58% |
| 4 | Healthcare | 11.71% |
| 5 | Consumer Discretionary | 7.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
626
Digi International
DGII
$2.65B
| $22.6M | 0.01% |
+522,905
| New | +$20.9M |
|
627
Berkshire Hathaway Class B
BRK.B
$1.08T
| $22.6M | 0.01% |
44,960
-4,714
| -9% | -$2.35M |
|
628
Kymera Therapeutics
KYMR
$9.68B
| $22.5M | 0.01% |
289,404
-145,610
| -33% | -$9.83M |
|
629
Advanced Drainage Systems
WMS
$10.1B
| $22.4M | 0.01% |
154,409
+115,633
| +298% | +$16.7M |
|
630
ENI
E
$79.1B
| $22.4M | 0.01% |
589,265
+44,588
| +8% | +$1.64M |
|
631
Kanzhun
BZ
$7.43B
| $22.3M | 0.01% |
1,094,415
+417,714
| +62% | +$9.02M |
|
632
Uranium Energy
UEC
$5.88B
| $22.3M | 0.01% |
+1,905,842
| New | +$25M |
|
633
Knight Transportation
KNX
$11.5B
| $22M | 0.01% |
421,378
-590,253
| -58% | -$27.7M |
|
634
Wolverine World Wide
WWW
$1.65B
| $21.7M | 0.01% |
+1,194,878
| New | +$24.1M |
|
|
PXED
635
Phoenix Education Partners
PXED
$999M
| $21.7M | 0.01% |
+715,531
| New | +$24M |
|
636
FirstService
FSV
$6.06B
| $21.4M | 0.01% |
137,612
+39,686
| +41% | +$6.46M |
|
637
GoDaddy
GDDY
$11.8B
| $21M | 0.01% |
169,599
-71,921
| -30% | -$9.31M |
|
638
Cytokinetics
CYTK
$10.5B
| $20.8M | 0.01% |
327,202
-169,471
| -34% | -$10.5M |
|
639
Barclays
BCS
$89.8B
| $20.7M | 0.01% |
815,234
-115,132
| -12% | -$2.55M |
|
640
Toll Brothers
TOL
$12.6B
| $20.5M | 0.01% |
151,406
-25,699
| -15% | -$3.49M |
|
|
ECHO
641
EchoStar
ECHO
$27.1B
| $20.5M | 0.01% |
+188,219
| New | +$15.3M |
|
642
Harmony Biosciences
HRMY
$2.45B
| $20.3M | 0.01% |
541,281
-29,258
| -5% | -$962K |
|
643
AtriCure
ATRC
$2.73B
| $20.2M | 0.01% |
511,213
+86,532
| +20% | +$3.17M |
|
644
Kirby Corp
KEX
$7.29B
| $20.2M | 0.01% |
+183,542
| New | +$18.7M |
|
645
Sony
SONY
$137B
| $20.2M | 0.01% |
789,461
+38,597
| +5% | +$1.08M |
|
646
United Airlines
UAL
$35.1B
| $20.2M | 0.01% |
180,316
+1,984
| +1% | +$200K |
|
647
APi Group
APG
$17.4B
| $20.1M | 0.01% |
525,485
-332,344
| -39% | -$12.3M |
|
648
ING
ING
$106B
| $20.1M | 0.01% |
717,950
+157,111
| +28% | +$4.05M |
|
649
Exelixis
EXEL
$14.3B
| $20M | 0.01% |
457,187
-92,125
| -17% | -$3.81M |
|
650
TFI International
TFII
$11B
| $19.9M | 0.01% |
192,675
-1,953
| -1% | -$182K |
|
Similar funds
Massachusetts Financial Services's Q4 2025 Portfolio in Review
As of Q4 2025, Massachusetts Financial Services held 958 positions worth $310B, down 3.9% from $323B the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Massachusetts Financial Services withdrew a net $15.7B in Q4 2025, closing 41 positions and reducing 539 holdings. Its most notable exit was Comcast, an estimated $533M position sold in full.
By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 24% a quarter earlier, followed by Financials and Industrials.
Against the trend, Massachusetts Financial Services opened a new position in Medline Inc worth $430M.
- Massachusetts Financial Services's largest Q4 2025 buy was Medline Inc: 10,227,227 shares worth $430M.
- Massachusetts Financial Services added most to TotalEnergies in Q4 2025, an estimated $2.54B increase.
- Massachusetts Financial Services's biggest Q4 2025 reduction was Meta Platforms (Facebook), cutting an estimated $1.9B.
- Massachusetts Financial Services fully exited Comcast in Q4 2025, selling an estimated $533M.
- Massachusetts Financial Services's ten largest holdings make up 21% of its $310B portfolio in Q4 2025.
- Massachusetts Financial Services opened 101 new positions and closed 41 in Q4 2025.
- Massachusetts Financial Services's portfolio value fell 3.9% quarter-over-quarter to $310B.
Based on Massachusetts Financial Services's 13F filing for Q4 2025, filed 22 Jan 2026.