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 |
NVIDIA
NVDA
|
+$2.5B |
| 2 |
Broadcom
AVGO
|
+$768M |
| 3 |
Caterpillar
CAT
|
+$741M |
| 4 |
Apple
AAPL
|
+$737M |
| 5 |
Arista Networks
ANET
|
+$712M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Visa
V
|
+$1.04B |
| 2 |
Meta Platforms (Facebook)
META
|
+$979M |
| 3 |
Linde
LIN
|
+$654M |
| 4 |
Intuitive Surgical
ISRG
|
+$623M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$533M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.92% |
| 2 | Financials | 19.63% |
| 3 | Industrials | 12.8% |
| 4 | Healthcare | 10.81% |
| 5 | Consumer Discretionary | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Intel
INTC
$513B
| $232M | 0.07% |
6,923,444
-109,438
| -2% | -$2.65M |
|
252
East-West Bancorp
EWBC
$18B
| $232M | 0.07% |
2,177,971
-67,422
| -3% | -$7.1M |
|
253
Cameco
CCJ
$42.4B
| $231M | 0.07% |
2,755,802
+202,279
| +8% | +$15.7M |
|
254
Simon Property Group
SPG
$72.3B
| $231M | 0.07% |
1,230,154
+86,328
| +8% | +$14.9M |
|
255
Flowserve
FLS
$10.2B
| $230M | 0.07% |
4,333,481
+2,213,406
| +104% | +$120M |
|
256
Hanover Insurance
THG
$7.98B
| $230M | 0.07% |
1,265,574
-28,953
| -2% | -$4.96M |
|
257
Everest Group
EG
$14.4B
| $228M | 0.07% |
652,194
+29,586
| +5% | +$9.99M |
|
258
Edison International
EIX
$26.4B
| $228M | 0.07% |
4,125,416
-1,467,586
| -26% | -$79.2M |
|
259
Popular Inc
BPOP
$11.1B
| $226M | 0.07% |
1,779,309
+283,000
| +19% | +$33.8M |
|
260
Procter & Gamble
PG
$339B
| $226M | 0.07% |
1,469,018
+6,949
| +0.5% | +$1.09M |
|
261
Jones Lang LaSalle
JLL
$16.7B
| $224M | 0.07% |
752,395
-17,165
| -2% | -$4.9M |
|
262
Brixmor Property Group
BRX
$9.32B
| $224M | 0.07% |
8,091,072
-128,594
| -2% | -$3.44M |
|
263
Mettler-Toledo International
MTD
$28.6B
| $223M | 0.07% |
181,867
-14,738
| -7% | -$18.5M |
|
264
Brunswick
BC
$5.29B
| $221M | 0.07% |
3,494,664
+11,777
| +0.3% | +$731K |
|
265
Graphic Packaging
GPK
$3.59B
| $220M | 0.07% |
11,222,252
-347,788
| -3% | -$7.56M |
|
266
Assurant
AIZ
$14.3B
| $218M | 0.07% |
1,005,509
-239,513
| -19% | -$48.6M |
|
267
Regions Financial
RF
$26.8B
| $215M | 0.07% |
8,142,046
-103,133
| -1% | -$2.68M |
|
|
EXAS
268
DELISTED
Exact Sciences
EXAS
| $214M | 0.07% |
3,909,501
+939,888
| +32% | +$47M |
|
269
BWX Technologies
BWXT
$15.6B
| $214M | 0.07% |
1,159,033
+239,292
| +26% | +$38.5M |
|
270
CenterPoint Energy
CNP
$26.8B
| $214M | 0.07% |
5,502,850
-53,846
| -1% | -$2.03M |
|
271
Cooper Companies
COO
$14.5B
| $213M | 0.07% |
3,099,750
+1,525,693
| +97% | +$108M |
|
272
International Flavors & Fragrances
IFF
$21.9B
| $211M | 0.07% |
3,423,839
-90,996
| -3% | -$6.25M |
|
273
VICI Properties
VICI
$29.4B
| $209M | 0.06% |
6,405,465
-81,044
| -1% | -$2.67M |
|
274
Synchrony
SYF
$25.6B
| $207M | 0.06% |
2,917,966
-23,281
| -0.8% | -$1.69M |
|
275
XP
XP
$8.39B
| $206M | 0.06% |
10,962,039
+2,288,919
| +26% | +$41M |
|
Similar funds
Massachusetts Financial Services's Q3 2025 Portfolio in Review
As of Q3 2025, Massachusetts Financial Services held 945 positions worth $323B, up 2.4% from $315B the previous quarter. Its ten largest holdings account for 22% of the portfolio.
Massachusetts Financial Services's Q3 2025 filing shows 61 new, 361 increased, 431 reduced and 88 closed positions. Its largest new stake was Pultegroup: 2,390,701 shares worth $316M. The largest sale was Visa, an estimated $1.04B.
By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 21% a quarter earlier, followed by Financials and Industrials.
- Massachusetts Financial Services's largest Q3 2025 buy was Pultegroup: 2,390,701 shares worth $316M.
- Massachusetts Financial Services added most to NVIDIA in Q3 2025, an estimated $2.5B increase.
- Massachusetts Financial Services's biggest Q3 2025 reduction was Visa, cutting an estimated $1.04B.
- Massachusetts Financial Services fully exited Intuitive Surgical in Q3 2025, selling an estimated $623M.
- Massachusetts Financial Services's ten largest holdings make up 22% of its $323B portfolio in Q3 2025.
- Massachusetts Financial Services opened 61 new positions and closed 88 in Q3 2025.
- Massachusetts Financial Services's portfolio value rose 2.4% quarter-over-quarter to $323B.
Based on Massachusetts Financial Services's 13F filing for Q3 2025, filed 29 Oct 2025.