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 | |
|---|---|---|---|---|---|---|
626
Exelixis
EXEL
$12.5B
| $18.7M | 0.01% |
424,257
+85,348
| +25% | +$3.41M |
|
627
Palo Alto Networks
PANW
$323B
| $18.7M | 0.01% |
+91,280
| New | +$17M |
|
628
VeriSign
VRSN
$25.6B
| $18.5M | 0.01% |
64,054
+7,006
| +12% | +$1.9M |
|
629
MACOM Technology Solutions
MTSI
$23.5B
| $18.3M | 0.01% |
127,893
-137,425
| -52% | -$16.1M |
|
630
Ultragenyx Pharmaceutical
RARE
$2.6B
| $17.7M | 0.01% |
486,632
-15,391
| -3% | -$555K |
|
631
Huazhu Hotels Group
HTHT
$12.5B
| $17.6M | 0.01% |
518,746
+436,913
| +534% | +$15.3M |
|
632
Allegro MicroSystems
ALGM
$8.23B
| $17.5M | 0.01% |
513,045
-97,122
| -16% | -$2.42M |
|
633
United Airlines
UAL
$41B
| $17.5M | 0.01% |
219,933
+8,877
| +4% | +$654K |
|
634
Textron
TXT
$15.3B
| $17.2M | 0.01% |
213,907
+93,235
| +77% | +$6.75M |
|
635
Adaptive Biotechnologies
ADPT
$3.89B
| $17M | 0.01% |
1,462,111
-844,201
| -37% | -$7.67M |
|
636
Chemours
CC
$2.29B
| $17M | 0.01% |
1,481,527
-73,876
| -5% | -$832K |
|
|
ETOR
637
eToro Group
ETOR
$2.3B
| $16.7M | 0.01% |
+251,450
| New | +$16.2M |
|
638
Barclays
BCS
$94.6B
| $16.7M | 0.01% |
899,047
+36,072
| +4% | +$597K |
|
639
MongoDB
MDB
$38B
| $16.7M | 0.01% |
79,452
-2,509
| -3% | -$464K |
|
640
Sony
SONY
$138B
| $16.7M | 0.01% |
640,673
+429,274
| +203% | +$10.7M |
|
641
Cytokinetics
CYTK
$10.2B
| $16.4M | 0.01% |
497,602
+178,069
| +56% | +$6.19M |
|
642
MDU Resources
MDU
$4.27B
| $16.1M | 0.01% |
964,496
-47,939
| -5% | -$806K |
|
643
Guardant Health
GH
$21.4B
| $15.9M | 0.01% |
305,567
-170,932
| -36% | -$7.63M |
|
644
Legend Biotech
LEGN
$3.93B
| $15.8M | 0.01% |
445,529
-1,824,735
| -80% | -$59.1M |
|
645
Utz Brands
UTZ
$1.25B
| $15.7M | 0.01% |
+1,249,517
| New | +$16.3M |
|
646
Walmart Inc
WMT
$921B
| $15.4M | ﹤0.01% |
157,408
-206,423
| -57% | -$19.7M |
|
647
ENI
E
$79.1B
| $15.3M | ﹤0.01% |
473,461
+67,806
| +17% | +$2.01M |
|
648
Mitsubishi UFJ Financial
MUFG
$260B
| $15.1M | ﹤0.01% |
1,097,690
+29,115
| +3% | +$376K |
|
649
Jackson Financial
JXN
$8.85B
| $15M | ﹤0.01% |
169,275
+28,393
| +20% | +$2.3M |
|
650
RXO
RXO
$3.85B
| $15M | ﹤0.01% |
952,703
-47,572
| -5% | -$721K |
|
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.