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 | |
|---|---|---|---|---|---|---|
726
Southwest Gas
SWX
$6.67B
| $3.75M | ﹤0.01% |
+50,433
| New | +$3.64M |
|
727
CarGurus
CARG
$3.38B
| $3.71M | ﹤0.01% |
110,973
+1,371
| +1% | +$41.3K |
|
728
Zurn Elkay Water Solutions
ZWS
$8.41B
| $3.68M | ﹤0.01% |
100,585
+30,460
| +43% | +$1.05M |
|
729
Bristol-Myers Squibb
BMY
$132B
| $3.65M | ﹤0.01% |
78,895
+41,212
| +109% | +$2.02M |
|
730
Coca-Cola Consolidated
COKE
$12.7B
| $3.53M | ﹤0.01% |
31,610
+7,020
| +29% | +$848K |
|
|
TPC
731
Tutor Perini Cor
TPC
$4.98B
| $3.53M | ﹤0.01% |
75,400
-13,574
| -15% | -$432K |
|
|
REVG
732
DELISTED
REV Group
REVG
| $3.45M | ﹤0.01% |
72,586
-42,899
| -37% | -$1.6M |
|
733
Clear Secure
YOU
$4.7B
| $3.38M | ﹤0.01% |
121,841
+1,505
| +1% | +$38.3K |
|
734
Hims & Hers Health
HIMS
$6.71B
| $3.28M | ﹤0.01% |
65,879
+23,867
| +57% | +$1.08M |
|
735
PVH
PVH
$3.77B
| $3.27M | ﹤0.01% |
47,635
-265,622
| -85% | -$19.3M |
|
736
Interactive Brokers
IBKR
$41.4B
| $3.22M | ﹤0.01% |
58,092
+288
| +0.5% | +$13.7K |
|
737
Pinterest
PINS
$13.2B
| $3.09M | ﹤0.01% |
86,070
-846,018
| -91% | -$25.7M |
|
738
Cardinal Health
CAH
$53.8B
| $3.08M | ﹤0.01% |
18,320
| – | – |
|
739
Ecolab
ECL
$77.4B
| $2.98M | ﹤0.01% |
11,067
-93
| -0.8% | -$23.6K |
|
740
EverQuote
EVER
$864M
| $2.96M | ﹤0.01% |
122,613
+1,515
| +1% | +$35.9K |
|
741
Lyft
LYFT
$6.48B
| $2.91M | ﹤0.01% |
184,852
+2,283
| +1% | +$32K |
|
742
Constellium
CSTM
$3.95B
| $2.87M | ﹤0.01% |
215,962
+47,954
| +29% | +$539K |
|
743
New Oriental
EDU
$8.33B
| $2.8M | ﹤0.01% |
51,873
+5,082
| +11% | +$241K |
|
744
InterContinental Hotels
IHG
$23.5B
| $2.65M | ﹤0.01% |
22,944
-36,149
| -61% | -$4.05M |
|
745
NOV
NOV
$7.36B
| $2.63M | ﹤0.01% |
211,460
-25,083
| -11% | -$316K |
|
746
Bread Financial
BFH
$4.51B
| $2.57M | ﹤0.01% |
44,919
+555
| +1% | +$28K |
|
747
Weatherford International
WFRD
$6.6B
| $2.52M | ﹤0.01% |
50,001
+617
| +1% | +$28.7K |
|
748
Phibro Animal Health
PAHC
$1.38B
| $2.43M | ﹤0.01% |
95,227
+1,181
| +1% | +$25.8K |
|
749
Teladoc Health
TDOC
$1.26B
| $2.43M | ﹤0.01% |
278,975
+3,446
| +1% | +$25K |
|
750
Yext
YEXT
$613M
| $2.39M | ﹤0.01% |
280,780
+3,470
| +1% | +$24.3K |
|
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.