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 | |
|---|---|---|---|---|---|---|
351
Carnival Corporation Ltd
CCL
$39.7B
| $121M | 0.04% |
4,170,268
+3,966,422
| +1,946% | +$120M |
|
|
XYZ
352
Block Inc
XYZ
$47.5B
| $120M | 0.04% |
1,667,091
+31,456
| +2% | +$2.35M |
|
353
Nucor
NUE
$62.1B
| $120M | 0.04% |
888,990
+75,075
| +9% | +$10.6M |
|
354
Alaska Air
ALK
$5.58B
| $118M | 0.04% |
2,374,501
+368,511
| +18% | +$20.5M |
|
355
American Homes 4 Rent
AMH
$12.5B
| $118M | 0.04% |
3,546,780
-11,222
| -0.3% | -$391K |
|
356
Bright Horizons
BFAM
$3.86B
| $117M | 0.04% |
1,078,762
-1,387,374
| -56% | -$161M |
|
357
Darden Restaurants
DRI
$24.4B
| $117M | 0.04% |
614,132
-7,770
| -1% | -$1.6M |
|
358
Hexcel
HXL
$7.82B
| $117M | 0.04% |
1,860,604
-148,313
| -7% | -$9.11M |
|
359
Expedia Group
EXPE
$37.3B
| $115M | 0.04% |
537,881
+39,275
| +8% | +$7.89M |
|
360
Altria Group
MO
$114B
| $113M | 0.03% |
1,707,718
+11,492
| +0.7% | +$728K |
|
361
Axalta
AXTA
$8.17B
| $112M | 0.03% |
3,906,720
-528,442
| -12% | -$15.9M |
|
362
Boston Properties
BXP
$11.1B
| $112M | 0.03% |
1,502,066
-239,468
| -14% | -$16.9M |
|
363
Newell Brands
NWL
$2.56B
| $109M | 0.03% |
20,765,031
+172,854
| +0.8% | +$980K |
|
364
ODDITY Tech
ODD
$651M
| $108M | 0.03% |
1,738,125
+28,930
| +2% | +$1.88M |
|
365
Regency Centers
REG
$14.1B
| $107M | 0.03% |
+1,469,744
| New | +$105M |
|
366
Vertiv
VRT
$105B
| $107M | 0.03% |
708,477
-2,420
| -0.3% | -$323K |
|
367
Unity
U
$18.9B
| $106M | 0.03% |
+2,653,172
| New | +$98.4M |
|
368
Morningstar
MORN
$7.53B
| $105M | 0.03% |
451,242
-188,890
| -30% | -$50.3M |
|
369
Vale
VALE
$62.6B
| $104M | 0.03% |
9,591,000
-6,705,306
| -41% | -$68.4M |
|
370
General Mills
GIS
$19.7B
| $104M | 0.03% |
2,055,937
-656,420
| -24% | -$32.9M |
|
371
Biogen
BIIB
$30.7B
| $102M | 0.03% |
729,316
+11,685
| +2% | +$1.58M |
|
372
GE HealthCare
GEHC
$32.4B
| $102M | 0.03% |
1,356,078
-17,063
| -1% | -$1.27M |
|
373
Organon & Co
OGN
$3.57B
| $101M | 0.03% |
9,502,102
-735,101
| -7% | -$7.21M |
|
|
374
Alphabet (Google) Class C
GOOG
$4.32T
| $101M | 0.03% |
414,605
+6,994
| +2% | +$1.47M |
|
375
Cousins Properties
CUZ
$4.88B
| $101M | 0.03% |
3,484,297
+252,590
| +8% | +$7.17M |
|
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.