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 | |
|---|---|---|---|---|---|---|
601
nLIGHT
LASR
$3.17B
| $24.8M | 0.01% |
+836,960
| New | +$20.8M |
|
602
Kymera Therapeutics
KYMR
$8.94B
| $24.6M | 0.01% |
435,014
-52,947
| -11% | -$2.39M |
|
603
Columbia Sportswear
COLM
$2.93B
| $24.6M | 0.01% |
470,528
-171,642
| -27% | -$9.65M |
|
604
Estee Lauder
EL
$32B
| $24.6M | 0.01% |
279,070
-3,354,157
| -92% | -$299M |
|
605
Toll Brothers
TOL
$14.5B
| $24.5M | 0.01% |
177,105
-1,834,513
| -91% | -$239M |
|
606
GCM Grosvenor
GCMG
$820M
| $24.1M | 0.01% |
1,993,997
-14,514
| -0.7% | -$180K |
|
607
Acadia Pharmaceuticals
ACAD
$5.03B
| $23.7M | 0.01% |
1,110,726
+1,052,038
| +1,793% | +$24.9M |
|
608
Textron
TXT
$15.4B
| $23.6M | 0.01% |
279,095
+65,188
| +30% | +$5.31M |
|
609
Corsair Gaming
CRSR
$1.53B
| $23.6M | 0.01% |
2,641,772
+128,576
| +5% | +$1.16M |
|
610
Ciena
CIEN
$58.4B
| $23.5M | 0.01% |
+161,622
| New | +$16.5M |
|
611
Eli Lilly
LLY
$1.06T
| $23.1M | 0.01% |
30,244
-188,614
| -86% | -$140M |
|
612
VeriSign
VRSN
$26.6B
| $22.7M | 0.01% |
81,293
+17,239
| +27% | +$4.82M |
|
613
Exelixis
EXEL
$13.4B
| $22.7M | 0.01% |
549,312
+125,055
| +29% | +$5.03M |
|
614
Grab
GRAB
$14.9B
| $22.7M | 0.01% |
+3,766,358
| New | +$20M |
|
615
GeneDx Holdings
WGS
$2.3B
| $22.5M | 0.01% |
209,255
-25,830
| -11% | -$2.81M |
|
616
Huazhu Hotels Group
HTHT
$13B
| $22.5M | 0.01% |
576,230
+57,484
| +11% | +$2.01M |
|
617
Kadant
KAI
$3.99B
| $22.4M | 0.01% |
75,108
+13,820
| +23% | +$4.51M |
|
|
FIG
618
Figma
FIG
$12.4B
| $22.2M | 0.01% |
+428,173
| New | +$29.4M |
|
|
BRCB
619
Black Rock Coffee Bar Inc
BRCB
$159M
| $22.2M | 0.01% |
+928,840
| New | +$24.3M |
|
620
Archer Daniels Midland
ADM
$36.9B
| $22M | 0.01% |
368,922
-14,434
| -4% | -$845K |
|
621
Sony
SONY
$138B
| $21.6M | 0.01% |
750,864
+110,191
| +17% | +$2.96M |
|
622
Tenaris
TS
$26.8B
| $21.6M | 0.01% |
602,886
-134,874
| -18% | -$4.9M |
|
623
Bloom Energy
BE
$64.6B
| $21.6M | 0.01% |
254,896
-548,904
| -68% | -$25.5M |
|
624
Jackson Financial
JXN
$8.8B
| $21.5M | 0.01% |
212,492
+43,217
| +26% | +$4.04M |
|
625
British American Tobacco
BTI
$128B
| $20.9M | 0.01% |
393,892
+215,948
| +121% | +$11.7M |
|
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.