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 | |
|---|---|---|---|---|---|---|
426
Brown-Forman Class B
BF.B
$13.1B
| $66.1M | 0.02% |
+2,440,699
| New | +$70.7M |
|
427
ACV Auctions
ACVA
$1.3B
| $65.8M | 0.02% |
6,643,937
-2,499,463
| -27% | -$32M |
|
428
TTM Technologies
TTMI
$14.5B
| $64.8M | 0.02% |
1,124,883
-63,208
| -5% | -$2.94M |
|
429
Acadia Realty Trust
AKR
$2.84B
| $64.5M | 0.02% |
+3,202,299
| New | +$61.7M |
|
430
Constellation Brands
STZ
$23.2B
| $63.5M | 0.02% |
471,638
+140,297
| +42% | +$22.3M |
|
431
Thomson Reuters
TRI
$44.1B
| $63.4M | 0.02% |
401,758
-35,934
| -8% | -$6.7M |
|
432
Antero Resources
AR
$10.7B
| $63.4M | 0.02% |
1,888,545
+75,102
| +4% | +$2.5M |
|
433
StepStone Group
STEP
$3.82B
| $63.2M | 0.02% |
967,800
+25,559
| +3% | +$1.56M |
|
434
Carrier Global
CARR
$52.8B
| $63M | 0.02% |
1,054,764
-133,592
| -11% | -$9.08M |
|
435
Grand Canyon Education
LOPE
$3.98B
| $62.2M | 0.02% |
283,328
+5,534
| +2% | +$1.06M |
|
436
Snowflake
SNOW
$115B
| $61.6M | 0.02% |
273,219
-69
| -0% | -$14.8K |
|
437
Independence Realty Trust
IRT
$4.07B
| $60.8M | 0.02% |
3,711,732
-231,966
| -6% | -$4.02M |
|
438
Genius Sports
GENI
$2.11B
| $60.8M | 0.02% |
4,907,743
-494,603
| -9% | -$5.92M |
|
439
NRG Energy
NRG
$24.8B
| $60.7M | 0.02% |
374,807
+50,643
| +16% | +$7.89M |
|
440
Cisco
CSCO
$479B
| $60.2M | 0.02% |
879,805
-110,419
| -11% | -$7.53M |
|
441
Patrick Industries
PATK
$2.85B
| $59.9M | 0.02% |
578,733
+15,582
| +3% | +$1.64M |
|
442
Envista
NVST
$4.52B
| $59.2M | 0.02% |
2,905,149
+523,949
| +22% | +$10.8M |
|
443
Corteva
CTVA
$51.3B
| $58.8M | 0.02% |
869,142
-6,140,710
| -88% | -$445M |
|
444
Hancock Whitney
HWC
$6.24B
| $57.9M | 0.02% |
924,670
-96,352
| -9% | -$5.9M |
|
445
Crane Co
CR
$12.7B
| $57.6M | 0.02% |
312,597
-94,664
| -23% | -$17.9M |
|
446
Avient
AVNT
$4.19B
| $57M | 0.02% |
1,729,925
+376,667
| +28% | +$13.1M |
|
447
SAP
SAP
$238B
| $56.7M | 0.02% |
212,223
+39,172
| +23% | +$11M |
|
448
Ionis Pharmaceuticals
IONS
$9.4B
| $56.4M | 0.02% |
862,593
+343,409
| +66% | +$16.8M |
|
449
Sunstone Hotel Investors
SHO
$2.06B
| $55.6M | 0.02% |
5,936,500
-25,933
| -0.4% | -$238K |
|
450
Silicon Motion
SIMO
$8.68B
| $55.6M | 0.02% |
586,655
-155,723
| -21% | -$12.4M |
|
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.