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 | |
|---|---|---|---|---|---|---|
551
XPO
XPO
$23.7B
| $32.9M | 0.01% |
254,665
+343
| +0.1% | +$44.5K |
|
552
Incyte
INCY
$24.4B
| $32.9M | 0.01% |
387,605
+108,645
| +39% | +$8.59M |
|
553
Zscaler
ZS
$27.3B
| $32.8M | 0.01% |
109,485
+38,707
| +55% | +$11M |
|
554
New Jersey Resources
NJR
$5.58B
| $32.6M | 0.01% |
677,844
-24,196
| -3% | -$1.13M |
|
555
Goodyear
GT
$1.85B
| $32.3M | 0.01% |
+4,318,320
| New | +$40.6M |
|
556
CVB Financial
CVBF
$3.99B
| $32.1M | 0.01% |
1,699,972
+140,721
| +9% | +$2.8M |
|
557
Align Technology
ALGN
$12.3B
| $31.9M | 0.01% |
254,410
+89,267
| +54% | +$14M |
|
558
Quaker Houghton
KWR
$2.92B
| $31.8M | 0.01% |
241,092
-8,588
| -3% | -$1.13M |
|
|
TEM
559
Tempus AI
TEM
$9.39B
| $31.4M | 0.01% |
389,067
-51,169
| -12% | -$3.58M |
|
560
MongoDB
MDB
$32.1B
| $31.2M | 0.01% |
100,541
+21,089
| +27% | +$5.42M |
|
561
ESAB
ESAB
$5.71B
| $31.2M | 0.01% |
278,999
+43,142
| +18% | +$5.13M |
|
562
Pembina Pipeline
PBA
$27.6B
| $31M | 0.01% |
766,794
-15,145
| -2% | -$571K |
|
|
SMA
563
SmartStop Self Storage REIT
SMA
$1.9B
| $31M | 0.01% |
822,700
-140,575
| -15% | -$5.11M |
|
564
Cushman & Wakefield Ltd
CWK
$3.25B
| $30.8M | 0.01% |
1,932,694
-58,098
| -3% | -$819K |
|
565
McDonald's
MCD
$195B
| $30.6M | 0.01% |
100,750
+5,340
| +6% | +$1.63M |
|
566
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.7B
| $30.6M | 0.01% |
809,800
+785,000
| +3,165% | +$29.4M |
|
567
HealthEquity
HQY
$8.75B
| $29.9M | 0.01% |
315,327
-64,686
| -17% | -$6.09M |
|
568
Zoom
ZM
$30.6B
| $29.7M | 0.01% |
359,844
+103,371
| +40% | +$8.06M |
|
569
Diageo
DEO
$53.6B
| $29.5M | 0.01% |
309,201
-129,185
| -29% | -$13.6M |
|
570
APi Group
APG
$18B
| $29.5M | 0.01% |
857,829
-394,664
| -32% | -$13.8M |
|
571
Seagate
STX
$184B
| $29.4M | 0.01% |
+124,747
| New | +$21.3M |
|
|
CAI
572
Caris Life Sciences
CAI
$6.43B
| $29.4M | 0.01% |
971,330
-78,398
| -7% | -$2.5M |
|
573
Banc of California
BANC
$2.97B
| $29.3M | 0.01% |
1,771,655
-32,137
| -2% | -$503K |
|
|
FOLD
574
DELISTED
Amicus Therapeutics
FOLD
| $29.2M | 0.01% |
3,708,738
-17,730
| -0.5% | -$126K |
|
575
NatWest
NWG
$76.4B
| $29.2M | 0.01% |
2,063,027
+245,307
| +13% | +$3.46M |
|
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.