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 | |
|---|---|---|---|---|---|---|
|
IPG
576
DELISTED
Interpublic Group of Companies
IPG
| $28.7M | 0.01% |
1,028,642
-13,168
| -1% | -$340K |
|
577
Albany International
AIN
$1.78B
| $28.7M | 0.01% |
538,157
-324,762
| -38% | -$20.6M |
|
578
Roper Technologies
ROP
$39.8B
| $28.2M | 0.01% |
56,553
-485,557
| -90% | -$259M |
|
579
National Fuel Gas
NFG
$7.65B
| $28.1M | 0.01% |
303,812
+48,850
| +19% | +$4.26M |
|
580
BioLife Solutions
BLFS
$1.69B
| $28M | 0.01% |
1,097,352
-4,739
| -0.4% | -$112K |
|
581
Collegium Pharmaceutical
COLL
$956M
| $27.8M | 0.01% |
793,934
-5,252
| -0.7% | -$183K |
|
582
iRhythm Holdings
IRTC
$4.2B
| $27.6M | 0.01% |
160,550
+34,095
| +27% | +$5.42M |
|
583
EXL Service
EXLS
$5.29B
| $27.5M | 0.01% |
625,081
-79,095
| -11% | -$3.42M |
|
584
AptarGroup
ATR
$8.61B
| $27.4M | 0.01% |
204,949
-1,566
| -0.8% | -$226K |
|
585
Cytokinetics
CYTK
$10.4B
| $27.3M | 0.01% |
496,673
-929
| -0.2% | -$38.3K |
|
|
BBT
586
Beacon Financial Corp
BBT
$2.66B
| $27.2M | 0.01% |
+1,146,222
| New | +$29.4M |
|
587
Four Corners Property Trust
FCPT
$2.75B
| $26.9M | 0.01% |
1,102,785
-9,552
| -0.9% | -$247K |
|
588
Thryv Holdings
THRY
$108M
| $26.8M | 0.01% |
2,220,761
-23,962
| -1% | -$303K |
|
589
Atlantic Union Bankshares
AUB
$5.97B
| $26.8M | 0.01% |
758,084
-26,943
| -3% | -$916K |
|
590
Stewart Information Services
STC
$2.08B
| $26.4M | 0.01% |
360,584
-12,866
| -3% | -$885K |
|
|
EMA
591
Emera Inc
EMA
$15.5B
| $26.4M | 0.01% |
550,141
+43,999
| +9% | +$2.06M |
|
|
OS
592
DELISTED
OneStream Inc
OS
| $26.2M | 0.01% |
1,423,868
+360,084
| +34% | +$7.9M |
|
593
Urban Edge Properties
UE
$2.73B
| $26M | 0.01% |
1,271,456
-45,356
| -3% | -$904K |
|
594
Brookfield Infrastructure
BIPC
$4.85B
| $25.6M | 0.01% |
622,882
+81,487
| +15% | +$3.3M |
|
|
PCG.PRX
595
PG&E Corp 6.000% Series A Preferred Stock
PCG.PRX
$1.38B
| $25.5M | 0.01% |
648,615
+40,870
| +7% | +$1.59M |
|
596
PUT
iShares MSCI Emerging Markets ETF
EEM
$29.5B
| $25.4M | 0.01% |
+476,000
| New | +$23.9M |
|
597
AutoZone
AZO
$51.1B
| $25.2M | 0.01% |
5,879
-19
| -0.3% | -$76.2K |
|
598
Advanced Micro Devices
AMD
$789B
| $25M | 0.01% |
+154,814
| New | +$25M |
|
599
Berkshire Hathaway Class B
BRK.B
$1.13T
| $25M | 0.01% |
49,674
-1,781
| -3% | -$863K |
|
|
KRMN
600
Karman Holdings
KRMN
$7.72B
| $24.9M | 0.01% |
344,715
-61,103
| -15% | -$3.35M |
|
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.