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 |
Alphabet (Google) Class A
GOOGL
|
+$1.9B |
| 2 |
Amazon
AMZN
|
+$1.53B |
| 3 |
Broadcom
AVGO
|
+$1.24B |
| 4 |
SPCX
SpaceX
SPCX
|
+$1.2B |
| 5 |
HONA
Honeywell Aerospace
HONA
|
+$1.1B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$2.04B |
| 2 |
Accenture
ACN
|
+$1.18B |
| 3 |
GE Aerospace
GE
|
+$950M |
| 4 |
Progressive
PGR
|
+$894M |
| 5 |
Honeywell
HON
|
+$812M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 25.13% |
| 2 | Financials | 17.41% |
| 3 | Industrials | 13.53% |
| 4 | Healthcare | 11.53% |
| 5 | Consumer Discretionary | 7.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
751
nCino
NCNO
$2.1B
| $11.9M | ﹤0.01% |
724,955
+15,590
| +2% | +$256K |
|
752
FuelCell Energy
FCEL
$1.63B
| $11.8M | ﹤0.01% |
+327,068
| New | +$5.31M |
|
753
Constellium
CSTM
$3.99B
| $11.2M | ﹤0.01% |
351,022
+13,178
| +4% | +$425K |
|
754
Deere & Co
DE
$168B
| $11.1M | ﹤0.01% |
15,614
-5,307
| -25% | -$3.07M |
|
755
CG Oncology
CGON
$6.66B
| $11M | ﹤0.01% |
155,390
+18,549
| +14% | +$1.21M |
|
756
RELX
RELX
$62B
| $10.9M | ﹤0.01% |
343,794
+72,312
| +27% | +$2.45M |
|
757
HubSpot
HUBS
$10.5B
| $10.8M | ﹤0.01% |
58,847
-160,465
| -73% | -$33.6M |
|
758
Yum China
YUMC
$16.3B
| $10.5M | ﹤0.01% |
137,692
-71,827
| -34% | -$3.29M |
|
759
Harmony Biosciences
HRMY
$2.24B
| $10.2M | ﹤0.01% |
278,845
+8,832
| +3% | +$279K |
|
760
Utz Brands
UTZ
$1.25B
| $10M | ﹤0.01% |
1,300,542
-68,122
| -5% | -$508K |
|
761
VeriSign
VRSN
$26.6B
| $9.87M | ﹤0.01% |
39,235
-14,839
| -27% | -$4.12M |
|
762
Chord Energy
CHRD
$7.39B
| $9.8M | ﹤0.01% |
85,777
-809,577
| -90% | -$110M |
|
763
Trip.com Group
TCOM
$29.1B
| $9.69M | ﹤0.01% |
31,545
| – | – |
|
764
Procept Biorobotics
PRCT
$1.17B
| $9.61M | ﹤0.01% |
425,773
+48,173
| +13% | +$1.21M |
|
|
BLSH
765
Bullish
BLSH
$3.58B
| $9.58M | ﹤0.01% |
408,869
-21,171
| -5% | -$736K |
|
|
BLLN
766
BillionToOne Inc
BLLN
$4.41B
| $9.48M | ﹤0.01% |
78,977
-80,596
| -51% | -$7.36M |
|
767
Wolfspeed
WOLF
$1.71B
| $9.44M | ﹤0.01% |
+195,714
| New | +$8.52M |
|
768
Scotiabank
BNS
$108B
| $9.33M | ﹤0.01% |
75,793
+503
| +0.7% | +$39.6K |
|
769
Ultragenyx Pharmaceutical
RARE
$2.55B
| $9.11M | ﹤0.01% |
272,882
+12,497
| +5% | +$310K |
|
770
Haleon
HLN
$44.2B
| $8.93M | ﹤0.01% |
957,121
+161,718
| +20% | +$1.5M |
|
|
EA
771
DELISTED
Electronic Arts
EA
| $8.8M | ﹤0.01% |
42,906
-1,941
| -4% | -$393K |
|
772
Bright Horizons
BFAM
$3.86B
| $8.66M | ﹤0.01% |
122,115
-5,831
| -5% | -$422K |
|
|
RMIX
773
Suncrete Inc
RMIX
$1.38B
| $8.11M | ﹤0.01% |
+360,012
| New | +$6.21M |
|
|
PBLS
774
Parabilis Medicines Inc
PBLS
$4.28B
| $8.1M | ﹤0.01% |
+295,962
| New | +$8.18M |
|
775
Zurn Elkay Water Solutions
ZWS
$8.53B
| $7.9M | ﹤0.01% |
113,581
+3,299
| +3% | +$161K |
|
Similar funds
Massachusetts Financial Services's Q2 2026 Portfolio in Review
As of Q2 2026, Massachusetts Financial Services held 1,071 positions worth $315B, up 5.9% from $298B the previous quarter. Its ten largest holdings account for 23% of the portfolio.
Massachusetts Financial Services withdrew a net $15B in Q2 2026, closing 66 positions and reducing 507 holdings. Its most notable exit was Masimo, an estimated $417M position sold in full.
By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 22% a quarter earlier, followed by Financials and Industrials.
Against the trend, Massachusetts Financial Services opened a new position in SpaceX worth $1.22B.
- Massachusetts Financial Services's largest Q2 2026 buy was SpaceX: 7,062,255 shares worth $1.22B.
- Massachusetts Financial Services added most to Alphabet (Google) Class A in Q2 2026, an estimated $1.9B increase.
- Massachusetts Financial Services's biggest Q2 2026 reduction was Microsoft, cutting an estimated $2.04B.
- Massachusetts Financial Services fully exited Masimo in Q2 2026, selling an estimated $417M.
- Massachusetts Financial Services's ten largest holdings make up 23% of its $315B portfolio in Q2 2026.
- Massachusetts Financial Services opened 123 new positions and closed 66 in Q2 2026.
- Massachusetts Financial Services's portfolio value rose 5.9% quarter-over-quarter to $315B.
Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.