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 | |
|---|---|---|---|---|---|---|
26
ExxonMobil
XOM
$643B
| $2.2B | 0.68% |
19,541,574
-206,039
| -1% | -$22.9M |
|
27
ConocoPhillips
COP
$145B
| $2.2B | 0.68% |
23,224,586
-250,115
| -1% | -$23.6M |
|
28
General Dynamics
GD
$103B
| $2.16B | 0.67% |
6,334,965
-117,111
| -2% | -$36.9M |
|
29
American Express
AXP
$233B
| $2.16B | 0.67% |
6,494,312
-866,177
| -12% | -$276M |
|
30
Morgan Stanley
MS
$332B
| $2.14B | 0.66% |
13,457,214
-256,896
| -2% | -$37.9M |
|
31
Willis Towers Watson
WTW
$31.7B
| $2.14B | 0.66% |
6,183,708
-54,600
| -0.9% | -$17.7M |
|
32
Duke Energy
DUK
$96.9B
| $2.09B | 0.65% |
16,869,572
-305,238
| -2% | -$37M |
|
33
Analog Devices
ADI
$176B
| $2.07B | 0.64% |
8,433,070
-268,831
| -3% | -$64.6M |
|
34
Boeing
BA
$185B
| $2.07B | 0.64% |
9,596,278
-208,487
| -2% | -$47M |
|
35
Spotify
SPOT
$100B
| $2.04B | 0.63% |
2,923,813
-397,534
| -12% | -$278M |
|
36
Chubb
CB
$134B
| $2.03B | 0.63% |
7,193,680
-94,553
| -1% | -$26M |
|
37
KLA
KLAC
$239B
| $2.03B | 0.63% |
18,797,170
-101,520
| -0.5% | -$9.47M |
|
38
Abbott
ABT
$185B
| $2.02B | 0.63% |
15,096,907
+821,325
| +6% | +$108M |
|
39
Medtronic
MDT
$111B
| $2.01B | 0.62% |
21,086,499
+98,220
| +0.5% | +$9.03M |
|
40
Agnico Eagle Mines
AEM
$74.6B
| $1.97B | 0.61% |
11,712,397
+602,489
| +5% | +$82.8M |
|
41
AbbVie
ABBV
$433B
| $1.94B | 0.6% |
8,361,387
-258,984
| -3% | -$52.7M |
|
|
MRSH
42
Marsh
MRSH
$92B
| $1.91B | 0.59% |
9,474,359
-201,804
| -2% | -$41.5M |
|
43
Union Pacific
UNP
$173B
| $1.89B | 0.59% |
8,006,454
-113,070
| -1% | -$25.5M |
|
44
Southern Company
SO
$107B
| $1.88B | 0.58% |
19,810,199
-521,648
| -3% | -$48.7M |
|
45
Cadence Design Systems
CDNS
$92.6B
| $1.87B | 0.58% |
5,314,407
+731,788
| +16% | +$252M |
|
46
Prologis
PLD
$135B
| $1.86B | 0.58% |
16,268,008
-238,891
| -1% | -$26.3M |
|
47
PG&E
PCG
$38.4B
| $1.86B | 0.58% |
123,420,731
+869,980
| +0.7% | +$12.7M |
|
|
48
Visa
V
$683B
| $1.86B | 0.58% |
5,446,356
-3,006,717
| -36% | -$1.04B |
|
49
Dominion Energy
D
$60.5B
| $1.76B | 0.55% |
28,820,116
-418,551
| -1% | -$24.9M |
|
50
NXP Semiconductors
NXPI
$56.5B
| $1.76B | 0.55% |
7,728,322
-509,047
| -6% | -$114M |
|
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.