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 | |
|---|---|---|---|---|---|---|
401
Halliburton
HAL
$26.6B
| $78.2M | 0.02% |
3,178,933
-40,200
| -1% | -$889K |
|
402
Campbell Soup
CPB
$6.87B
| $77.9M | 0.02% |
+2,468,022
| New | +$79.8M |
|
403
FormFactor
FORM
$9.17B
| $77.6M | 0.02% |
2,131,030
-86,177
| -4% | -$2.77M |
|
404
Waste Management
WM
$91B
| $76.6M | 0.02% |
346,912
+15,504
| +5% | +$3.49M |
|
405
Insight Enterprises
NSIT
$4.38B
| $76.3M | 0.02% |
672,517
+53,159
| +9% | +$6.92M |
|
406
Group 1 Automotive
GPI
$3.18B
| $75.3M | 0.02% |
+172,145
| New | +$77.2M |
|
407
Teleflex
TFX
$5.98B
| $74.8M | 0.02% |
610,933
-7,788
| -1% | -$944K |
|
408
Veralto
VLTO
$24B
| $73.5M | 0.02% |
689,098
+104,020
| +18% | +$11M |
|
|
LGN
409
Legence Corp
LGN
$4.95B
| $73.4M | 0.02% |
+2,383,547
| New | +$75M |
|
410
Ryman Hospitality Properties
RHP
$7.63B
| $73.3M | 0.02% |
818,146
-21,900
| -3% | -$2.14M |
|
411
Vipshop
VIPS
$7.53B
| $72.5M | 0.02% |
3,690,733
+407,450
| +12% | +$6.76M |
|
|
NTSK
412
Netskope Inc
NTSK
$6.01B
| $72.5M | 0.02% |
+3,187,979
| New | +$75.8M |
|
413
MetLife
MET
$62.1B
| $71.6M | 0.02% |
869,726
-66,555
| -7% | -$5.24M |
|
|
TTAN
414
ServiceTitan Inc
TTAN
$8.19B
| $71.5M | 0.02% |
708,661
-13,772
| -2% | -$1.51M |
|
415
Palantir
PLTR
$413B
| $71M | 0.02% |
389,018
-75,175
| -16% | -$12.2M |
|
416
Autoliv
ALV
$9B
| $70.8M | 0.02% |
573,253
-426,253
| -43% | -$51M |
|
417
Essential Properties Realty Trust
EPRT
$6.62B
| $70.8M | 0.02% |
2,378,414
+115,567
| +5% | +$3.54M |
|
418
Generac Holdings
GNRC
$12.5B
| $70.7M | 0.02% |
+422,605
| New | +$74M |
|
419
Qualcomm
QCOM
$176B
| $70.2M | 0.02% |
421,719
-53,528
| -11% | -$8.49M |
|
420
Texas Capital Bancshares
TCBI
$4.32B
| $70.1M | 0.02% |
829,325
+3,522
| +0.4% | +$301K |
|
|
WCN
421
Waste Connections
WCN
$42B
| $69.3M | 0.02% |
394,299
-38,824
| -9% | -$7.07M |
|
422
Gartner
IT
$11.7B
| $69.1M | 0.02% |
262,901
-339,411
| -56% | -$99M |
|
423
MakeMyTrip
MMYT
$5.64B
| $69.1M | 0.02% |
737,734
+475,248
| +181% | +$46.2M |
|
424
RPM International
RPM
$15B
| $66.9M | 0.02% |
567,833
+66,637
| +13% | +$8M |
|
|
CVSA
425
Covista Inc
CVSA
$4.8B
| $66.3M | 0.02% |
428,966
+210,709
| +97% | +$27M |
|
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.