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 | |
|---|---|---|---|---|---|---|
751
Oil States International
OIS
$501M
| $2.4M | ﹤0.01% |
395,218
+358,400
| +973% | +$1.97M |
|
|
RYZ
752
Ryerson Holding Corp
RYZ
$1.44B
| $2.38M | ﹤0.01% |
104,134
+25,052
| +32% | +$564K |
|
753
UFP Industries
UFPI
$5.15B
| $2.37M | ﹤0.01% |
25,366
+6,143
| +32% | +$620K |
|
754
iShares Russell 1000 Growth ETF
IWF
$127B
| $2.33M | ﹤0.01% |
19,900
-1,532
| -7% | -$171K |
|
755
Teladoc Health
TDOC
$1.29B
| $2.31M | ﹤0.01% |
298,613
+19,638
| +7% | +$153K |
|
756
Yelp
YELP
$1.44B
| $2.29M | ﹤0.01% |
73,296
+4,821
| +7% | +$158K |
|
757
PROG Holdings
PRG
$1.73B
| $2.23M | ﹤0.01% |
69,016
+4,539
| +7% | +$149K |
|
758
Photronics
PLAB
$1.93B
| $2.22M | ﹤0.01% |
96,560
+6,352
| +7% | +$136K |
|
759
Avnet
AVT
$7.82B
| $2.19M | ﹤0.01% |
41,970
+10,162
| +32% | +$547K |
|
760
BlueLinx
BXC
$698M
| $2.09M | ﹤0.01% |
28,624
+1,884
| +7% | +$148K |
|
761
Copa Holdings
CPA
$5.77B
| $2.08M | ﹤0.01% |
17,475
+1,094
| +7% | +$125K |
|
762
Watts Water Technologies
WTS
$12.8B
| $2.05M | ﹤0.01% |
7,342
+537
| +8% | +$144K |
|
763
The Mosaic Company
MOS
$7.38B
| $2.02M | ﹤0.01% |
+58,146
| New | +$2M |
|
|
HOLX
764
DELISTED
Hologic
HOLX
| $2M | ﹤0.01% |
29,624
-3,435
| -10% | -$228K |
|
765
Intercontinental Exchange
ICE
$85B
| $1.99M | ﹤0.01% |
11,827
+3,018
| +34% | +$539K |
|
766
SM Energy
SM
$7.07B
| $1.97M | ﹤0.01% |
78,894
+5,188
| +7% | +$140K |
|
767
iShares MSCI EAFE ETF
EFA
$80.1B
| $1.96M | ﹤0.01% |
20,971
| – | – |
|
|
KE
768
Kimball Electronics
KE
$638M
| $1.94M | ﹤0.01% |
64,900
+4,269
| +7% | +$105K |
|
769
Amneal Pharmaceuticals
AMRX
$5.75B
| $1.81M | ﹤0.01% |
181,177
+11,918
| +7% | +$107K |
|
770
Primoris Services
PRIM
$4.47B
| $1.77M | ﹤0.01% |
12,894
+847
| +7% | +$90.9K |
|
771
PagerDuty
PD
$895M
| $1.77M | ﹤0.01% |
107,174
+7,047
| +7% | +$112K |
|
772
Reynolds Consumer Products
REYN
$5.55B
| $1.75M | ﹤0.01% |
71,351
-2,794
| -4% | -$63.2K |
|
|
FLY
773
Firefly Aerospace
FLY
$4.33B
| $1.73M | ﹤0.01% |
+59,001
| New | +$2.65M |
|
774
eBay
EBAY
$50.2B
| $1.65M | ﹤0.01% |
18,104
-1,076,678
| -98% | -$95.2M |
|
775
Navient
NAVI
$839M
| $1.61M | ﹤0.01% |
122,589
+8,065
| +7% | +$109K |
|
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.