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 |
Mastercard
MA
|
+$719M |
| 2 |
Broadcom
AVGO
|
+$700M |
| 3 |
Nasdaq
NDAQ
|
+$546M |
| 4 |
Wells Fargo
WFC
|
+$425M |
| 5 |
LPL Financial
LPLA
|
+$324M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$973M |
| 2 |
Visa
V
|
+$930M |
| 3 |
Salesforce
CRM
|
+$567M |
| 4 |
Canadian Pacific Kansas City
CP
|
+$500M |
| 5 |
Eli Lilly
LLY
|
+$480M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.34% |
| 2 | Financials | 20.58% |
| 3 | Industrials | 13.15% |
| 4 | Healthcare | 11.03% |
| 5 | Consumer Discretionary | 7.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
576
Plexus
PLXS
$7.25B
| $26.4M | 0.01% |
194,767
-36,939
| -16% | -$4.74M |
|
577
MakeMyTrip
MMYT
$5.67B
| $25.7M | 0.01% |
262,486
-146,132
| -36% | -$14.7M |
|
578
NatWest
NWG
$76.9B
| $25.7M | 0.01% |
1,817,720
+570,801
| +46% | +$7.55M |
|
|
IPG
579
DELISTED
Interpublic Group of Companies
IPG
| $25.5M | 0.01% |
1,041,810
-88,074
| -8% | -$2.14M |
|
580
Banc of California
BANC
$3.1B
| $25.3M | 0.01% |
1,803,792
-71,968
| -4% | -$981K |
|
|
ECG
581
Everus Construction Group
ECG
$7.15B
| $25.2M | 0.01% |
396,463
-19,729
| -5% | -$999K |
|
|
WNS
582
DELISTED
WNS Holdings
WNS
| $25M | 0.01% |
395,992
-68,357
| -15% | -$4.1M |
|
583
Berkshire Hathaway Class B
BRK.B
$1.09T
| $25M | 0.01% |
51,455
-4,769
| -8% | -$2.42M |
|
584
Urban Edge Properties
UE
$2.75B
| $24.6M | 0.01% |
1,316,812
-65,584
| -5% | -$1.2M |
|
585
Atlantic Union Bankshares
AUB
$6.09B
| $24.6M | 0.01% |
+785,027
| New | +$22.7M |
|
586
Stewart Information Services
STC
$2B
| $24.3M | 0.01% |
373,450
+41,063
| +12% | +$2.64M |
|
587
Under Armour Class C
UA
$2.25B
| $24.1M | 0.01% |
3,715,911
-185,682
| -5% | -$1.1M |
|
|
AHL
588
DELISTED
Aspen Insurance
AHL
| $23.8M | 0.01% |
+755,408
| New | +$25.2M |
|
589
BioLife Solutions
BLFS
$1.72B
| $23.7M | 0.01% |
1,102,091
+337,420
| +44% | +$7.61M |
|
590
Corsair Gaming
CRSR
$1.45B
| $23.7M | 0.01% |
2,513,196
+983,272
| +64% | +$7.93M |
|
591
Collegium Pharmaceutical
COLL
$913M
| $23.6M | 0.01% |
799,186
+85,332
| +12% | +$2.43M |
|
592
Alibaba
BABA
$293B
| $23.5M | 0.01% |
206,898
-1,208
| -0.6% | -$143K |
|
593
GCM Grosvenor
GCMG
$2.82B
| $23.2M | 0.01% |
2,008,511
-318,171
| -14% | -$3.94M |
|
|
EMA
594
Emera Inc
EMA
$15.7B
| $23.2M | 0.01% |
+506,142
| New | +$22.7M |
|
|
PCG.PRX
595
PG&E Corp 6.000% Series A Preferred Stock
PCG.PRX
$1.37B
| $22.9M | 0.01% |
607,745
+166,897
| +38% | +$7.08M |
|
596
Neurocrine Biosciences
NBIX
$15.9B
| $22.7M | 0.01% |
180,259
+29,598
| +20% | +$3.39M |
|
597
Brookfield Infrastructure
BIPC
$4.93B
| $22.5M | 0.01% |
+541,395
| New | +$20.8M |
|
598
Herc Holdings
HRI
$5.64B
| $22.3M | 0.01% |
169,268
-8,405
| -5% | -$1.02M |
|
|
AZEK
599
DELISTED
The AZEK Co
AZEK
| $22.2M | 0.01% |
409,146
-5,178,532
| -93% | -$260M |
|
600
Zscaler
ZS
$30.4B
| $22.2M | 0.01% |
+70,778
| New | +$17.6M |
|
Similar funds
Massachusetts Financial Services's Q2 2025 Portfolio in Review
As of Q2 2025, Massachusetts Financial Services held 943 positions worth $315B, up 4.7% from $301B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
Massachusetts Financial Services withdrew a net $10.9B in Q2 2025, closing 59 positions and reducing 423 holdings. Its most notable exit was Dun & Bradstreet, an estimated $308M position sold in full.
By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 19% a quarter earlier, followed by Financials and Industrials.
Against the trend, Massachusetts Financial Services opened a new position in Curtiss-Wright worth $271M.
- Massachusetts Financial Services's largest Q2 2025 buy was Curtiss-Wright: 554,153 shares worth $271M.
- Massachusetts Financial Services added most to Mastercard in Q2 2025, an estimated $719M increase.
- Massachusetts Financial Services's biggest Q2 2025 reduction was Alphabet (Google) Class A, cutting an estimated $973M.
- Massachusetts Financial Services fully exited Dun & Bradstreet in Q2 2025, selling an estimated $308M.
- Massachusetts Financial Services's ten largest holdings make up 20% of its $315B portfolio in Q2 2025.
- Massachusetts Financial Services opened 63 new positions and closed 59 in Q2 2025.
- Massachusetts Financial Services's portfolio value rose 4.7% quarter-over-quarter to $315B.
Based on Massachusetts Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.