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 |
TotalEnergies
TTE
|
+$2.54B |
| 2 |
Gilead Sciences
GILD
|
+$500M |
| 3 |
Seagate
STX
|
+$489M |
| 4 |
Danaher
DHR
|
+$487M |
| 5 |
Monster Beverage
MNST
|
+$438M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Meta Platforms (Facebook)
META
|
+$1.9B |
| 2 |
TSMC
TSM
|
+$1.65B |
| 3 |
Microsoft
MSFT
|
+$1.63B |
| 4 |
NVIDIA
NVDA
|
+$850M |
| 5 |
Mondelez International
MDLZ
|
+$738M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23% |
| 2 | Financials | 19.95% |
| 3 | Industrials | 12.58% |
| 4 | Healthcare | 11.71% |
| 5 | Consumer Discretionary | 7.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
776
Par Pacific Holdings
PARR
$4.12B
| $2.29M | ﹤0.01% |
65,235
+33,537
| +106% | +$1.33M |
|
|
ONC
777
BeOne Medicines Ltd
ONC
$40.3B
| $2.28M | ﹤0.01% |
7,495
+400
| +6% | +$131K |
|
778
Rigel Pharmaceuticals
RIGL
$762M
| $2.27M | ﹤0.01% |
52,982
-1,752
| -3% | -$66K |
|
779
Trip.com Group
TCOM
$28.3B
| $2.27M | ﹤0.01% |
31,507
-3,113
| -9% | -$223K |
|
780
Cerence
CRNC
$389M
| $2.22M | ﹤0.01% |
+207,609
| New | +$2.28M |
|
781
Amneal Pharmaceuticals
AMRX
$6.02B
| $2.21M | ﹤0.01% |
175,377
-5,800
| -3% | -$66.4K |
|
782
Armstrong World Industries
AWI
$7.68B
| $2.15M | ﹤0.01% |
11,247
-24,070
| -68% | -$4.59M |
|
783
World Kinect Corp
WKC
$1.9B
| $2.15M | ﹤0.01% |
91,563
-3,029
| -3% | -$74.7K |
|
784
Allegro MicroSystems
ALGM
$8.23B
| $2.11M | ﹤0.01% |
80,157
+39,767
| +98% | +$1.09M |
|
|
HOLX
785
DELISTED
Hologic
HOLX
| $2.11M | ﹤0.01% |
28,319
-1,305
| -4% | -$95.4K |
|
786
Teladoc Health
TDOC
$1.26B
| $2.02M | ﹤0.01% |
289,049
-9,564
| -3% | -$74.9K |
|
787
Pinterest
PINS
$13.2B
| $1.98M | ﹤0.01% |
76,504
-117,231
| -61% | -$3.37M |
|
788
PROG Holdings
PRG
$1.7B
| $1.97M | ﹤0.01% |
66,805
-2,211
| -3% | -$65.9K |
|
789
Chewy
CHWY
$9.2B
| $1.96M | ﹤0.01% |
+59,256
| New | +$2.06M |
|
790
Expedia Group
EXPE
$39.4B
| $1.9M | ﹤0.01% |
6,704
-531,177
| -99% | -$131M |
|
791
Watts Water Technologies
WTS
$12.8B
| $1.88M | ﹤0.01% |
6,826
-516
| -7% | -$142K |
|
792
Fractyl Health
GUTS
$105M
| $1.88M | ﹤0.01% |
852,344
-73,505
| -8% | -$118K |
|
793
Credo Technology Group
CRDO
$49.6B
| $1.82M | ﹤0.01% |
+12,679
| New | +$1.95M |
|
794
Futu Holdings
FUTU
$14.7B
| $1.82M | ﹤0.01% |
+11,056
| New | +$1.9M |
|
|
CPRX
795
DELISTED
Catalyst Pharmaceutical
CPRX
| $1.81M | ﹤0.01% |
77,433
-2,564
| -3% | -$57.1K |
|
796
Centuri Holdings
CTRI
$2.33B
| $1.8M | ﹤0.01% |
71,243
+19,810
| +39% | +$443K |
|
|
FOLD
797
DELISTED
Amicus Therapeutics
FOLD
| $1.79M | ﹤0.01% |
125,524
-3,583,214
| -97% | -$35.2M |
|
|
KE
798
Kimball Electronics
KE
$626M
| $1.75M | ﹤0.01% |
62,822
-2,078
| -3% | -$60K |
|
799
Millicom
TIGO
$15.8B
| $1.75M | ﹤0.01% |
+31,517
| New | +$1.59M |
|
800
BlueLinx
BXC
$705M
| $1.7M | ﹤0.01% |
27,707
-917
| -3% | -$59.2K |
|
Similar funds
Massachusetts Financial Services's Q4 2025 Portfolio in Review
As of Q4 2025, Massachusetts Financial Services held 958 positions worth $310B, down 3.9% from $323B the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Massachusetts Financial Services withdrew a net $15.5B in Q4 2025, closing 41 positions and reducing 539 holdings. Its most notable exit was Comcast, an estimated $533M position sold in full.
By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 24% a quarter earlier, followed by Financials and Industrials.
Against the trend, Massachusetts Financial Services opened a new position in Medline Inc worth $430M.
- Massachusetts Financial Services's largest Q4 2025 buy was Medline Inc: 10,227,227 shares worth $430M.
- Massachusetts Financial Services added most to TotalEnergies in Q4 2025, an estimated $2.54B increase.
- Massachusetts Financial Services's biggest Q4 2025 reduction was Meta Platforms (Facebook), cutting an estimated $1.9B.
- Massachusetts Financial Services fully exited Comcast in Q4 2025, selling an estimated $533M.
- Massachusetts Financial Services's ten largest holdings make up 21% of its $310B portfolio in Q4 2025.
- Massachusetts Financial Services opened 101 new positions and closed 41 in Q4 2025.
- Massachusetts Financial Services's portfolio value fell 3.9% quarter-over-quarter to $310B.
Based on Massachusetts Financial Services's 13F filing for Q4 2025, filed 22 Jan 2026.