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 | |
|---|---|---|---|---|---|---|
701
Imperial Oil
IMO
$60.4B
| $6.82M | ﹤0.01% |
75,128
-23,348
| -24% | -$2.02M |
|
702
Absci
ABSI
$1.51B
| $6.71M | ﹤0.01% |
2,208,345
-18,778
| -0.8% | -$51.9K |
|
|
PDM
703
Piedmont Realty Trust
PDM
$1.19B
| $6.55M | ﹤0.01% |
728,156
-394,333
| -35% | -$3.17M |
|
|
CBLL
704
CeriBell Inc
CBLL
$714M
| $6.33M | ﹤0.01% |
551,333
-4,031
| -0.7% | -$54.4K |
|
705
Pinterest
PINS
$13.4B
| $6.23M | ﹤0.01% |
193,735
+107,665
| +125% | +$3.9M |
|
706
Dr. Reddy's Laboratories
RDY
$10.2B
| $6.02M | ﹤0.01% |
430,938
| – | – |
|
707
Sterling Infrastructure
STRL
$16.7B
| $6.02M | ﹤0.01% |
17,711
-3,350
| -16% | -$951K |
|
708
RenaissanceRe
RNR
$13.4B
| $5.95M | ﹤0.01% |
23,437
+2,113
| +10% | +$512K |
|
709
Brighthouse Financial
BHF
$3.49B
| $5.83M | ﹤0.01% |
109,913
+26,616
| +32% | +$1.3M |
|
710
Monster Beverage
MNST
$88.4B
| $5.59M | ﹤0.01% |
82,987
+48,655
| +142% | +$3.04M |
|
711
Micron Technology
MU
$991B
| $5.4M | ﹤0.01% |
32,252
+24,811
| +333% | +$3.17M |
|
712
Advanced Drainage Systems
WMS
$11B
| $5.38M | ﹤0.01% |
38,776
+3,665
| +10% | +$481K |
|
713
Toyota
TM
$225B
| $5.21M | ﹤0.01% |
27,239
+1,118
| +4% | +$211K |
|
714
Zurn Elkay Water Solutions
ZWS
$8.53B
| $4.96M | ﹤0.01% |
105,500
+4,915
| +5% | +$212K |
|
715
Sylvamo
SLVM
$1.63B
| $4.78M | ﹤0.01% |
108,083
+26,175
| +32% | +$1.21M |
|
716
Scotiabank
BNS
$108B
| $4.68M | ﹤0.01% |
72,373
+3,563
| +5% | +$210K |
|
717
Kemper
KMPR
$1.68B
| $4.62M | ﹤0.01% |
89,574
-415,592
| -82% | -$23.3M |
|
718
BILL Holdings
BILL
$4.78B
| $4.44M | ﹤0.01% |
83,867
-63,222
| -43% | -$2.94M |
|
719
CarGurus
CARG
$3.52B
| $4.42M | ﹤0.01% |
118,783
+7,810
| +7% | +$267K |
|
|
REVG
720
DELISTED
REV Group
REVG
| $4.4M | ﹤0.01% |
77,696
+5,110
| +7% | +$271K |
|
721
Lyft
LYFT
$6.63B
| $4.36M | ﹤0.01% |
197,865
+13,013
| +7% | +$218K |
|
722
Sea Limited
SE
$69.5B
| $4.33M | ﹤0.01% |
+24,216
| New | +$4.15M |
|
|
KLAR
723
Klarna Group
KLAR
$7.52B
| $4.32M | ﹤0.01% |
+117,881
| New | +$5.05M |
|
724
Southwest Gas
SWX
$6.67B
| $4.27M | ﹤0.01% |
54,498
+4,065
| +8% | +$317K |
|
725
Constellium
CSTM
$3.99B
| $4.24M | ﹤0.01% |
284,975
+69,013
| +32% | +$987K |
|
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.