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 | |
|---|---|---|---|---|---|---|
626
nCino
NCNO
$2.1B
| $20.9M | 0.01% |
769,996
-20,511
| -3% | -$599K |
|
627
Encompass Health
EHC
$12.4B
| $20.3M | 0.01% |
159,790
+110,841
| +226% | +$13.2M |
|
|
GRP.U
628
DELISTED
Granite Real Estate Investment Trust
GRP.U
| $20.3M | 0.01% |
363,873
-305,184
| -46% | -$16.7M |
|
629
Chemours
CC
$2.37B
| $19.8M | 0.01% |
1,251,352
-230,175
| -16% | -$3.34M |
|
630
Box
BOX
$4.6B
| $19.7M | 0.01% |
+611,237
| New | +$19.8M |
|
631
Elastic
ESTC
$7.81B
| $19.5M | 0.01% |
230,592
-1,602,614
| -87% | -$135M |
|
632
Barclays
BCS
$94.1B
| $19.2M | 0.01% |
930,366
+31,319
| +3% | +$620K |
|
633
Neurocrine Biosciences
NBIX
$16.6B
| $19.2M | 0.01% |
136,756
-43,503
| -24% | -$5.89M |
|
634
WisdomTree India Earnings Fund ETF
EPI
$2.06B
| $19.1M | 0.01% |
431,972
+127,512
| +42% | +$5.79M |
|
635
Herc Holdings
HRI
$5.61B
| $19.1M | 0.01% |
163,413
-5,855
| -3% | -$755K |
|
636
ENI
E
$77.5B
| $19M | 0.01% |
544,677
+71,216
| +15% | +$2.46M |
|
637
Simmons First National
SFNC
$3.39B
| $19M | 0.01% |
+988,885
| New | +$19.7M |
|
638
Guardant Health
GH
$22.6B
| $19M | 0.01% |
303,322
-2,245
| -0.7% | -$122K |
|
639
FirstService
FSV
$6.32B
| $18.7M | 0.01% |
97,926
-20,490
| -17% | -$3.96M |
|
640
Palo Alto Networks
PANW
$297B
| $18.6M | 0.01% |
91,255
-25
| -0% | -$4.79K |
|
641
Adaptive Biotechnologies
ADPT
$3.97B
| $18.5M | 0.01% |
1,239,625
-222,486
| -15% | -$2.71M |
|
642
Utz Brands
UTZ
$1.25B
| $18.1M | 0.01% |
1,492,952
+243,435
| +19% | +$3.22M |
|
643
Mitsubishi UFJ Financial
MUFG
$254B
| $18.1M | 0.01% |
1,134,979
+37,289
| +3% | +$552K |
|
644
Kiniksa Pharmaceuticals
KNSA
$5.93B
| $17.8M | 0.01% |
458,304
+394,072
| +614% | +$12.8M |
|
645
Bath & Body Works
BBWI
$4.1B
| $17.6M | 0.01% |
683,767
+413,156
| +153% | +$12.2M |
|
646
iShares Russell 1000 Value ETF
IWD
$83.7B
| $17.5M | 0.01% |
86,015
-64,611
| -43% | -$12.9M |
|
647
Colliers International
CIGI
$5.19B
| $17.4M | 0.01% |
111,279
+19,519
| +21% | +$3M |
|
648
Under Armour Class C
UA
$2.53B
| $17.3M | 0.01% |
3,587,624
-128,287
| -3% | -$718K |
|
649
United Airlines
UAL
$42.1B
| $17.2M | 0.01% |
178,332
-41,601
| -19% | -$4M |
|
650
TFI International
TFII
$11.5B
| $17.1M | 0.01% |
194,628
-25,651
| -12% | -$2.35M |
|
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.