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 | |
|---|---|---|---|---|---|---|
401
Expedia Group
EXPE
$39.4B
| $84.1M | 0.03% |
498,606
+5,001
| +1% | +$811K |
|
402
Ryman Hospitality Properties
RHP
$7.87B
| $82.9M | 0.03% |
840,046
-51,972
| -6% | -$4.86M |
|
403
Mirion Technologies
MIR
$3.88B
| $82.5M | 0.03% |
+3,833,668
| New | +$66.1M |
|
404
eBay
EBAY
$46.5B
| $81.5M | 0.03% |
1,094,782
-161,861
| -13% | -$11.5M |
|
405
AES
AES
$10.5B
| $81.5M | 0.03% |
7,747,121
+369,273
| +5% | +$3.95M |
|
406
Visteon
VC
$2.86B
| $81.2M | 0.03% |
870,035
+75,021
| +9% | +$6.17M |
|
|
WCN
407
Waste Connections
WCN
$41.6B
| $80.9M | 0.03% |
433,123
-8,090
| -2% | -$1.56M |
|
408
Advanced Energy
AEIS
$13.2B
| $80.6M | 0.03% |
608,400
+224,905
| +59% | +$24.8M |
|
409
Applied Materials
AMAT
$424B
| $79.5M | 0.03% |
434,412
-360,019
| -45% | -$57M |
|
410
Avantor
AVTR
$9.37B
| $78.9M | 0.03% |
+5,861,966
| New | +$80.2M |
|
411
Rogers Communications
RCI
$19.7B
| $78.3M | 0.02% |
2,638,886
+151,989
| +6% | +$3.98M |
|
412
Ambev
ABEV
$43.8B
| $77.6M | 0.02% |
32,193,532
-5,339,334
| -14% | -$13M |
|
|
TTAN
413
ServiceTitan Inc
TTAN
$8.94B
| $77.4M | 0.02% |
722,433
+189,024
| +35% | +$21.1M |
|
414
T-Mobile US
TMUS
$197B
| $77.4M | 0.02% |
324,829
-707,220
| -69% | -$173M |
|
415
Crane Co
CR
$12.7B
| $77.3M | 0.02% |
407,261
-272,507
| -40% | -$45.2M |
|
416
FormFactor
FORM
$10.3B
| $76.3M | 0.02% |
2,217,207
+253,480
| +13% | +$7.7M |
|
417
VF Corp
VFC
$5.79B
| $76.2M | 0.02% |
6,481,384
-345,990
| -5% | -$4.29M |
|
418
Waste Management
WM
$89.6B
| $75.8M | 0.02% |
331,408
-12,703
| -4% | -$2.95M |
|
419
Qualcomm
QCOM
$173B
| $75.7M | 0.02% |
475,247
-1,020,111
| -68% | -$150M |
|
420
Gold Fields
GFI
$35.4B
| $75.4M | 0.02% |
3,185,679
-1,321,648
| -29% | -$30.4M |
|
421
MetLife
MET
$61.9B
| $75.3M | 0.02% |
936,281
+25,643
| +3% | +$1.98M |
|
422
Teck Resources
TECK
$31.3B
| $75M | 0.02% |
1,856,405
+548,386
| +42% | +$19.8M |
|
423
Teleflex
TFX
$5.82B
| $73.2M | 0.02% |
618,721
+29,521
| +5% | +$3.72M |
|
424
Antero Resources
AR
$11.3B
| $73M | 0.02% |
1,813,443
-240,971
| -12% | -$9.13M |
|
425
Lamb Weston
LW
$7.39B
| $72.7M | 0.02% |
1,401,560
+66,777
| +5% | +$3.58M |
|
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.