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 | |
|---|---|---|---|---|---|---|
676
Gilead Sciences
GILD
$165B
| $12.1M | ﹤0.01% |
109,305
-4,986
| -4% | -$567K |
|
|
MIAX
677
Miami International Holdings
MIAX
$4.28B
| $12M | ﹤0.01% |
+297,714
| New | +$10.9M |
|
678
National Grid
NGG
$81.3B
| $11.9M | ﹤0.01% |
165,735
+5,100
| +3% | +$358K |
|
679
Cboe Global Markets
CBOE
$29.9B
| $11.4M | ﹤0.01% |
46,461
+1,006
| +2% | +$242K |
|
680
iShares Core MSCI EAFE ETF
IEFA
$196B
| $11.3M | ﹤0.01% |
129,398
+71,853
| +125% | +$6.11M |
|
681
Canadian Imperial Bank of Commerce
CM
$108B
| $11.3M | ﹤0.01% |
140,907
-5,011
| -3% | -$377K |
|
682
TotalEnergies
TTE
$190B
| $11.2M | ﹤0.01% |
187,834
+6,620
| +4% | +$408K |
|
683
Cirrus Logic
CRUS
$6.26B
| $11.1M | ﹤0.01% |
88,621
+18,226
| +26% | +$2.03M |
|
684
Amkor Technology
AMKR
$13.7B
| $10.9M | ﹤0.01% |
384,671
+67,578
| +21% | +$1.63M |
|
685
Sumitomo Mitsui Financial
SMFG
$164B
| $10.8M | ﹤0.01% |
643,443
+264,258
| +70% | +$4.23M |
|
|
NVO
686
Novo Nordisk
NVO
$209B
| $10.5M | ﹤0.01% |
188,430
+21,457
| +13% | +$1.26M |
|
687
Texas Roadhouse
TXRH
$13.7B
| $10.3M | ﹤0.01% |
61,737
+14,951
| +32% | +$2.63M |
|
688
Procept Biorobotics
PRCT
$1.17B
| $10.2M | ﹤0.01% |
286,005
+81,511
| +40% | +$3.72M |
|
689
Sanofi
SNY
$104B
| $9.98M | ﹤0.01% |
211,485
+7,154
| +4% | +$345K |
|
690
CG Oncology
CGON
$6.62B
| $9.98M | ﹤0.01% |
247,749
-1,915
| -0.8% | -$55.7K |
|
691
CALL
iShares MSCI Emerging Markets ETF
EEM
$29.5B
| $9.93M | ﹤0.01% |
+186,000
| New | +$9.34M |
|
692
Qfin Holdings
QFIN
$1.61B
| $9.34M | ﹤0.01% |
324,685
+37,157
| +13% | +$1.26M |
|
693
Etsy
ETSY
$7.85B
| $9.29M | ﹤0.01% |
+139,923
| New | +$8.35M |
|
694
Smith Douglas Homes
SDHC
$116M
| $9.27M | ﹤0.01% |
524,897
-18,767
| -3% | -$367K |
|
695
Outset Medical
OM
$90.8M
| $8.92M | ﹤0.01% |
631,663
-4,670
| -0.7% | -$72.8K |
|
696
Adobe
ADBE
$105B
| $8.71M | ﹤0.01% |
24,695
+23,991
| +3,408% | +$8.61M |
|
697
RELX
RELX
$62B
| $8.57M | ﹤0.01% |
179,357
+35,439
| +25% | +$1.75M |
|
|
B
698
Barrick Mining
B
$73.2B
| $7.41M | ﹤0.01% |
225,991
-34,989
| -13% | -$887K |
|
699
Armstrong World Industries
AWI
$7.84B
| $6.92M | ﹤0.01% |
35,317
+2,323
| +7% | +$432K |
|
|
TPC
700
Tutor Perini Cor
TPC
$5.21B
| $6.82M | ﹤0.01% |
103,994
+28,594
| +38% | +$1.59M |
|
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.