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 |
Mastercard
MA
|
+$719M |
| 2 |
Broadcom
AVGO
|
+$700M |
| 3 |
Nasdaq
NDAQ
|
+$546M |
| 4 |
Wells Fargo
WFC
|
+$425M |
| 5 |
LPL Financial
LPLA
|
+$324M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$973M |
| 2 |
Visa
V
|
+$930M |
| 3 |
Salesforce
CRM
|
+$567M |
| 4 |
Canadian Pacific Kansas City
CP
|
+$500M |
| 5 |
Eli Lilly
LLY
|
+$480M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 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 | |
|---|---|---|---|---|---|---|
351
Cloudflare
NET
$118B
| $130M | 0.04% |
663,648
+344,943
| +108% | +$50.1M |
|
352
ODDITY Tech
ODD
$615M
| $129M | 0.04% |
1,709,195
+419,702
| +33% | +$25.6M |
|
353
IBM
IBM
$223B
| $129M | 0.04% |
436,623
+116,109
| +36% | +$29.9M |
|
354
American Homes 4 Rent
AMH
$12.3B
| $128M | 0.04% |
3,558,002
-176,173
| -5% | -$6.52M |
|
|
BRSL
355
Brightstar Lottery PLC
BRSL
$2.15B
| $128M | 0.04% |
8,098,397
-160,555
| -2% | -$2.52M |
|
|
FITB
356
Fifth Third Bancorp
FITB
$52.5B
| $125M | 0.04% |
3,051,189
+145,587
| +5% | +$5.46M |
|
357
Hershey
HSY
$37.4B
| $124M | 0.04% |
745,848
+35,578
| +5% | +$5.86M |
|
358
Sportradar
SRAD
$4.02B
| $123M | 0.04% |
+4,383,452
| New | +$104M |
|
359
Phillips 66
PSX
$92.8B
| $121M | 0.04% |
1,011,751
+16,156
| +2% | +$1.81M |
|
|
SARO
360
StandardAero Inc
SARO
$8.97B
| $120M | 0.04% |
3,804,038
+52,146
| +1% | +$1.46M |
|
361
Boston Properties
BXP
$11B
| $118M | 0.04% |
1,741,534
-116,507
| -6% | -$7.76M |
|
362
Stryker
SYK
$131B
| $114M | 0.04% |
288,327
-25,706
| -8% | -$9.62M |
|
363
Knight Transportation
KNX
$11.9B
| $114M | 0.04% |
2,575,647
-122,438
| -5% | -$5.21M |
|
364
Hexcel
HXL
$7.74B
| $113M | 0.04% |
2,008,917
-4,958
| -0.2% | -$262K |
|
365
Revvity
RVTY
$13.1B
| $112M | 0.04% |
1,160,225
+243,689
| +27% | +$23M |
|
366
Cooper Companies
COO
$14.9B
| $112M | 0.04% |
1,574,057
+138,971
| +10% | +$10.6M |
|
367
Autoliv
ALV
$8.89B
| $112M | 0.04% |
999,506
+206,200
| +26% | +$20.2M |
|
368
Newell Brands
NWL
$2.63B
| $111M | 0.04% |
20,592,177
-254,515
| -1% | -$1.35M |
|
|
XYZ
369
Block Inc
XYZ
$49.9B
| $111M | 0.04% |
1,635,635
-4,063,141
| -71% | -$236M |
|
370
Flowserve
FLS
$10.3B
| $111M | 0.04% |
2,120,075
+165,710
| +8% | +$7.79M |
|
371
Mattel
MAT
$4.25B
| $111M | 0.04% |
5,621,561
+421,580
| +8% | +$7.5M |
|
372
Healthcare Realty
HR
$6.58B
| $109M | 0.03% |
6,859,453
+893,938
| +15% | +$13.6M |
|
373
Nucor
NUE
$61.8B
| $105M | 0.03% |
+813,915
| New | +$95.1M |
|
374
Lamar Advertising Co
LAMR
$15.8B
| $105M | 0.03% |
867,266
-50,567
| -6% | -$5.87M |
|
375
GE HealthCare
GEHC
$33.3B
| $102M | 0.03% |
1,373,141
+65,448
| +5% | +$4.56M |
|
Similar funds
Massachusetts Financial Services's Q2 2025 Portfolio in Review
As of Q2 2025, Massachusetts Financial Services held 943 positions worth $315B, up 4.7% from $301B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
Massachusetts Financial Services withdrew a net $10.9B in Q2 2025, closing 59 positions and reducing 423 holdings. Its most notable exit was Dun & Bradstreet, an estimated $308M position sold in full.
By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 19% a quarter earlier, followed by Financials and Industrials.
Against the trend, Massachusetts Financial Services opened a new position in Curtiss-Wright worth $271M.
- Massachusetts Financial Services's largest Q2 2025 buy was Curtiss-Wright: 554,153 shares worth $271M.
- Massachusetts Financial Services added most to Mastercard in Q2 2025, an estimated $719M increase.
- Massachusetts Financial Services's biggest Q2 2025 reduction was Alphabet (Google) Class A, cutting an estimated $973M.
- Massachusetts Financial Services fully exited Dun & Bradstreet in Q2 2025, selling an estimated $308M.
- Massachusetts Financial Services's ten largest holdings make up 20% of its $315B portfolio in Q2 2025.
- Massachusetts Financial Services opened 63 new positions and closed 59 in Q2 2025.
- Massachusetts Financial Services's portfolio value rose 4.7% quarter-over-quarter to $315B.
Based on Massachusetts Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.