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 | |
|---|---|---|---|---|---|---|
676
Skywest
SKYW
$4.21B
| $10.6M | ﹤0.01% |
102,753
+22,816
| +29% | +$2.17M |
|
677
Smith Douglas Homes
SDHC
$119M
| $10.6M | ﹤0.01% |
543,664
+57,155
| +12% | +$1.08M |
|
|
CBLL
678
CeriBell Inc
CBLL
$892M
| $10.4M | ﹤0.01% |
555,364
+138,456
| +33% | +$2.35M |
|
679
Lithia Motors
LAD
$8.32B
| $10.3M | ﹤0.01% |
+30,636
| New | +$9.48M |
|
680
Canadian Imperial Bank of Commerce
CM
$112B
| $10.3M | ﹤0.01% |
145,918
+29,808
| +26% | +$1.92M |
|
681
Sanofi
SNY
$105B
| $9.87M | ﹤0.01% |
204,331
+10,209
| +5% | +$522K |
|
682
First Solar
FSLR
$24B
| $9.58M | ﹤0.01% |
+57,848
| New | +$8.54M |
|
683
CareTrust REIT
CTRE
$9.18B
| $9.25M | ﹤0.01% |
302,449
+67,156
| +29% | +$1.94M |
|
684
Novartis
NVS
$288B
| $9.01M | ﹤0.01% |
74,488
+34,537
| +86% | +$3.89M |
|
685
Mueller Industries
MLI
$14.7B
| $8.78M | ﹤0.01% |
220,910
+49,046
| +29% | +$1.85M |
|
686
Texas Roadhouse
TXRH
$13.6B
| $8.77M | ﹤0.01% |
46,786
-91,722
| -66% | -$16.5M |
|
687
British American Tobacco
BTI
$124B
| $8.42M | ﹤0.01% |
177,944
+9,439
| +6% | +$418K |
|
|
PDM
688
Piedmont Realty Trust
PDM
$1.2B
| $8.18M | ﹤0.01% |
1,122,489
+47,856
| +4% | +$331K |
|
689
Bath & Body Works
BBWI
$3.76B
| $8.11M | ﹤0.01% |
270,611
+59,491
| +28% | +$1.74M |
|
690
Imperial Oil
IMO
$64B
| $7.83M | ﹤0.01% |
98,476
| – | – |
|
691
RELX
RELX
$60.4B
| $7.82M | ﹤0.01% |
143,918
+37,698
| +35% | +$1.99M |
|
692
UL Solutions
ULS
$15.5B
| $7.78M | ﹤0.01% |
106,805
-572,345
| -84% | -$37.5M |
|
|
BPMC
693
DELISTED
Blueprint Medicines
BPMC
| $7.74M | ﹤0.01% |
60,349
-210,647
| -78% | -$21.9M |
|
694
Cirrus Logic
CRUS
$6.08B
| $7.34M | ﹤0.01% |
70,395
+12,038
| +21% | +$1.18M |
|
695
Kontoor Brands
KTB
$4.65B
| $7.23M | ﹤0.01% |
+109,581
| New | +$7.08M |
|
|
MTSR
696
DELISTED
Metsera Inc
MTSR
| $7.22M | ﹤0.01% |
253,712
-227,967
| -47% | -$5.66M |
|
697
BILL Holdings
BILL
$5.11B
| $6.8M | ﹤0.01% |
147,089
-560,256
| -79% | -$24.8M |
|
698
Amkor Technology
AMKR
$14.3B
| $6.66M | ﹤0.01% |
317,093
+70,406
| +29% | +$1.3M |
|
|
OPTU
699
Optimum Communications Inc
OPTU
$228M
| $6.58M | ﹤0.01% |
3,076,556
+5,026
| +0.2% | +$11.8K |
|
700
CG Oncology
CGON
$6.62B
| $6.49M | ﹤0.01% |
249,664
-8,426
| -3% | -$203K |
|
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.