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 | |
|---|---|---|---|---|---|---|
|
FIG
676
Figma
FIG
$12.1B
| $15.2M | ﹤0.01% |
407,270
-20,903
| -5% | -$945K |
|
677
Amkor Technology
AMKR
$12.6B
| $15.1M | ﹤0.01% |
382,341
-2,330
| -0.6% | -$82.9K |
|
678
Adaptive Biotechnologies
ADPT
$3.88B
| $15M | ﹤0.01% |
922,501
-317,124
| -26% | -$5.18M |
|
679
Utz Brands
UTZ
$1.26B
| $15M | ﹤0.01% |
1,441,382
-51,570
| -3% | -$556K |
|
|
ALH
680
Alliance Laundry Holdings
ALH
$4.42B
| $15M | ﹤0.01% |
+734,677
| New | +$17.7M |
|
681
SS&C Technologies
SSNC
$18.9B
| $14.9M | ﹤0.01% |
170,560
-471
| -0.3% | -$40.2K |
|
682
Skywest
SKYW
$3.69B
| $14.9M | ﹤0.01% |
148,225
+12,635
| +9% | +$1.27M |
|
683
WisdomTree India Earnings Fund ETF
EPI
$2.01B
| $14.6M | ﹤0.01% |
316,414
-115,558
| -27% | -$5.29M |
|
684
Encompass Health
EHC
$11.9B
| $14.4M | ﹤0.01% |
136,099
-23,691
| -15% | -$2.75M |
|
685
Chemours
CC
$2.33B
| $14.2M | ﹤0.01% |
1,208,242
-43,110
| -3% | -$553K |
|
686
Sumitomo Mitsui Financial
SMFG
$170B
| $14.2M | ﹤0.01% |
736,467
+93,024
| +14% | +$1.61M |
|
687
Immunocore
IMCR
$1.82B
| $14.1M | ﹤0.01% |
407,404
-34,994
| -8% | -$1.24M |
|
688
Bath & Body Works
BBWI
$3.81B
| $14M | ﹤0.01% |
699,251
+15,484
| +2% | +$342K |
|
689
RXO
RXO
$3.29B
| $14M | ﹤0.01% |
1,110,413
+190,583
| +21% | +$2.81M |
|
690
Descartes Systems
DSGX
$6.47B
| $13.8M | ﹤0.01% |
157,404
-242,577
| -61% | -$21.7M |
|
691
AngloGold Ashanti
AU
$54.5B
| $13.8M | ﹤0.01% |
+161,556
| New | +$12.6M |
|
692
HealthEquity
HQY
$7.72B
| $13.7M | ﹤0.01% |
149,122
-166,205
| -53% | -$15.9M |
|
693
Deere & Co
DE
$184B
| $13.6M | ﹤0.01% |
29,217
-68,394
| -70% | -$32.1M |
|
|
BLLN
694
BillionToOne Inc
BLLN
$4.67B
| $13.4M | ﹤0.01% |
+163,400
| New | +$16.6M |
|
695
National Grid
NGG
$78.5B
| $13M | ﹤0.01% |
168,485
+2,750
| +2% | +$207K |
|
696
Itron
ITRI
$4.23B
| $12.9M | ﹤0.01% |
+139,436
| New | +$15.2M |
|
697
Cirrus Logic
CRUS
$5.55B
| $12.5M | ﹤0.01% |
105,107
+16,486
| +19% | +$2.03M |
|
698
Texas Roadhouse
TXRH
$12B
| $12.3M | ﹤0.01% |
74,224
+12,487
| +20% | +$2.11M |
|
|
MIAX
699
Miami International Holdings
MIAX
$4.31B
| $12.2M | ﹤0.01% |
273,908
-23,806
| -8% | -$1.06M |
|
700
e.l.f. Beauty
ELF
$6.16B
| $12M | ﹤0.01% |
158,281
-113,024
| -42% | -$11.1M |
|
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.