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 | |
|---|---|---|---|---|---|---|
476
Infosys
INFY
$50.7B
| $46.8M | 0.01% |
2,879,405
-593,105
| -17% | -$10.2M |
|
477
T-Mobile US
TMUS
$190B
| $46.8M | 0.01% |
195,613
-129,216
| -40% | -$31.3M |
|
478
Principal Financial Group
PFG
$24.3B
| $46.5M | 0.01% |
561,314
-47,640
| -8% | -$3.81M |
|
479
Weyerhaeuser
WY
$18.4B
| $46.5M | 0.01% |
1,875,477
-2,019,739
| -52% | -$51.6M |
|
|
QXO
480
QXO Inc
QXO
$17.4B
| $46.4M | 0.01% |
2,432,145
-44,911
| -2% | -$930K |
|
481
Zoetis
ZTS
$30B
| $45.7M | 0.01% |
312,521
+131,291
| +72% | +$19.8M |
|
482
Amer Sports
AS
$21.4B
| $45.5M | 0.01% |
+1,309,547
| New | +$49.4M |
|
|
BLD
483
DELISTED
TopBuild
BLD
| $45.3M | 0.01% |
115,861
-22,010
| -16% | -$8.79M |
|
484
First Hawaiian
FHB
$3.35B
| $44.9M | 0.01% |
1,808,917
-64,640
| -3% | -$1.63M |
|
485
DigitalBridge
DBRG
$2.95B
| $44.8M | 0.01% |
3,832,089
-29,474
| -0.8% | -$329K |
|
486
Deere & Co
DE
$168B
| $44.6M | 0.01% |
97,611
+20,590
| +27% | +$10.2M |
|
487
First Interstate BancSystem
FIBK
$3.58B
| $44.3M | 0.01% |
1,388,754
-49,549
| -3% | -$1.54M |
|
|
CNH
488
CNH Industrial
CNH
$17.5B
| $43.9M | 0.01% |
4,049,628
+811,419
| +25% | +$9.91M |
|
489
Spire
SR
$4.85B
| $43.8M | 0.01% |
+536,753
| New | +$40.8M |
|
490
Teradyne
TER
$59.3B
| $43.5M | 0.01% |
315,828
+158,249
| +100% | +$17.3M |
|
491
UMB Financial
UMBF
$11.1B
| $43.3M | 0.01% |
365,703
-24,947
| -6% | -$2.88M |
|
492
SentinelOne
S
$7.34B
| $43.1M | 0.01% |
2,448,269
-608,265
| -20% | -$10.9M |
|
493
Vontier
VNT
$4.74B
| $43M | 0.01% |
1,024,803
-86,892
| -8% | -$3.58M |
|
|
NEE.PRT
494
NextEra Energy 7.234% Corporate Units
NEE.PRT
$1.45B
| $42.7M | 0.01% |
908,279
-803
| -0.1% | -$36.9K |
|
495
Integer Holdings
ITGR
$4.26B
| $41.9M | 0.01% |
+405,861
| New | +$44.2M |
|
496
Selective Insurance
SIGI
$5.73B
| $41.9M | 0.01% |
516,797
-14,994
| -3% | -$1.21M |
|
497
CACI
CACI
$14.2B
| $41.6M | 0.01% |
83,406
-30,412
| -27% | -$14.7M |
|
498
Nomad Foods
NOMD
$1.68B
| $41.6M | 0.01% |
3,162,771
-36,692
| -1% | -$575K |
|
499
Schrodinger
SDGR
$1.36B
| $41.6M | 0.01% |
2,072,433
+577,899
| +39% | +$11.6M |
|
500
Rogers Communications
RCI
$18.6B
| $41.4M | 0.01% |
1,202,287
-1,436,599
| -54% | -$49.5M |
|
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.