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 | |
|---|---|---|---|---|---|---|
801
Quad
QUAD
$517M
| $1.08M | ﹤0.01% |
171,993
+11,297
| +7% | +$69.6K |
|
802
BioCryst Pharmaceuticals
BCRX
$2.4B
| $1,000K | ﹤0.01% |
131,711
+8,663
| +7% | +$72.1K |
|
|
EWCZ
803
DELISTED
European Wax Center
EWCZ
| $987K | ﹤0.01% |
247,385
+16,425
| +7% | +$75K |
|
804
MiMedx Group
MDXG
$606M
| $960K | ﹤0.01% |
137,588
-34,413
| -20% | -$239K |
|
805
Open Text
OTEX
$5.92B
| $957K | ﹤0.01% |
25,597
+103
| +0.4% | +$3.3K |
|
806
Scansource
SCSC
$1.14B
| $949K | ﹤0.01% |
21,576
+1,418
| +7% | +$60.4K |
|
807
Mativ Holdings
MATV
$696M
| $940K | ﹤0.01% |
+83,101
| New | +$824K |
|
808
Novavax
NVAX
$1.28B
| $834K | ﹤0.01% |
96,161
+6,324
| +7% | +$49.2K |
|
|
SEZL
809
Sezzle
SEZL
$3.96B
| $830K | ﹤0.01% |
10,441
+686
| +7% | +$78.7K |
|
|
EHAB
810
DELISTED
Enhabit
EHAB
| $716K | ﹤0.01% |
+89,359
| New | +$672K |
|
|
GOLD
811
Gold.com Inc
GOLD
$1.26B
| $699K | ﹤0.01% |
27,002
+1,776
| +7% | +$42K |
|
812
Genesco
GCO
$422M
| $693K | ﹤0.01% |
23,897
+1,572
| +7% | +$43.3K |
|
813
Vanda Pharmaceuticals
VNDA
$303M
| $693K | ﹤0.01% |
138,805
-38,245
| -22% | -$177K |
|
814
Consensus Cloud Solutions
CCSI
$661M
| $679K | ﹤0.01% |
23,106
+1,518
| +7% | +$37.6K |
|
815
Adtran
ADTN
$614M
| $673K | ﹤0.01% |
71,729
+4,719
| +7% | +$44K |
|
816
ASML
ASML
$665B
| $658K | ﹤0.01% |
680
-582,413
| -100% | -$458M |
|
817
Schwab International Equity ETF
SCHF
$68.5B
| $643K | ﹤0.01% |
27,611
+9,718
| +54% | +$219K |
|
818
Watsco Inc
WSO
$13.6B
| $618K | ﹤0.01% |
1,529
+226
| +17% | +$96.6K |
|
819
Pitney Bowes
PBI
$2.42B
| $596K | ﹤0.01% |
52,275
-26,368
| -34% | -$307K |
|
820
TransDigm Group
TDG
$67.9B
| $580K | ﹤0.01% |
440
-35,289
| -99% | -$50.4M |
|
821
Marvell Technology
MRVL
$196B
| $579K | ﹤0.01% |
6,892
-1,110,234
| -99% | -$81.7M |
|
822
Hamilton Lane
HLNE
$5.54B
| $573K | ﹤0.01% |
4,248
+279
| +7% | +$42.1K |
|
823
Ingersoll Rand
IR
$34.1B
| $552K | ﹤0.01% |
+6,686
| New | +$548K |
|
824
Hawaiian Electric Industries
HE
$2.17B
| $544K | ﹤0.01% |
49,237
-144,462
| -75% | -$1.65M |
|
|
BNY
825
Bank of New York Mellon
BNY
$107B
| $541K | ﹤0.01% |
4,962
+669
| +16% | +$68.2K |
|
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.