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 | |
|---|---|---|---|---|---|---|
376
Revvity
RVTY
$12.8B
| $100M | 0.03% |
1,145,780
-14,445
| -1% | -$1.31M |
|
377
Stryker
SYK
$130B
| $98.7M | 0.03% |
267,040
-21,287
| -7% | -$8.22M |
|
378
Mattel
MAT
$4.3B
| $97.3M | 0.03% |
5,779,442
+157,881
| +3% | +$2.88M |
|
379
Skyworks Solutions
SWKS
$10.6B
| $96.4M | 0.03% |
1,251,826
-15,814
| -1% | -$1.18M |
|
380
Ligand Pharmaceuticals
LGND
$5.88B
| $96M | 0.03% |
541,845
+202,103
| +59% | +$30M |
|
381
Avantor
AVTR
$9.19B
| $93.6M | 0.03% |
7,502,086
+1,640,120
| +28% | +$21.1M |
|
|
BLSH
382
Bullish
BLSH
$3.58B
| $92.8M | 0.03% |
+1,459,261
| New | +$89.5M |
|
383
Chord Energy
CHRD
$7.39B
| $91.4M | 0.03% |
+920,136
| New | +$96.8M |
|
384
Kinross Gold
KGC
$32.8B
| $90.6M | 0.03% |
3,647,057
+2,398,621
| +192% | +$46.1M |
|
|
SARO
385
StandardAero Inc
SARO
$9.7B
| $89.7M | 0.03% |
3,286,009
-518,029
| -14% | -$14.5M |
|
386
Douglas Emmett
DEI
$1.96B
| $88.5M | 0.03% |
5,684,450
+899,233
| +19% | +$14.1M |
|
387
Vertex
VERX
$1.94B
| $88.4M | 0.03% |
3,567,902
+2,490,097
| +231% | +$72.1M |
|
388
Target
TGT
$68B
| $86.6M | 0.03% |
965,168
-5,023,835
| -84% | -$495M |
|
389
Visteon
VC
$2.78B
| $86.1M | 0.03% |
718,040
-151,995
| -17% | -$17.9M |
|
390
Motorola Solutions
MSI
$77.4B
| $85.4M | 0.03% |
186,702
-14,113
| -7% | -$6.36M |
|
391
Bio-Techne
TECH
$11.3B
| $84.4M | 0.03% |
1,517,490
-138,448
| -8% | -$7.42M |
|
392
Baidu
BIDU
$37.2B
| $84M | 0.03% |
637,103
-207,197
| -25% | -$20.5M |
|
393
CSX Corp
CSX
$93.1B
| $83.7M | 0.03% |
2,357,456
-677,214
| -22% | -$23.1M |
|
394
Celestica
CLS
$36.5B
| $82.6M | 0.03% |
335,252
+49,819
| +17% | +$10M |
|
395
Teck Resources
TECK
$32.6B
| $82.3M | 0.03% |
1,874,401
+17,996
| +1% | +$654K |
|
396
IBM
IBM
$224B
| $81.3M | 0.03% |
288,143
-148,480
| -34% | -$38.9M |
|
397
Tesla
TSLA
$1.3T
| $80.7M | 0.03% |
181,506
-133,422
| -42% | -$46.3M |
|
398
Ambev
ABEV
$46.4B
| $80.4M | 0.02% |
36,058,376
+3,864,844
| +12% | +$8.84M |
|
399
S&P Global
SPGI
$120B
| $79.8M | 0.02% |
163,918
-11,608
| -7% | -$6.22M |
|
400
Sun Communities
SUI
$14.7B
| $79.4M | 0.02% |
615,371
-1,909,932
| -76% | -$241M |
|
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.