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 | |
|---|---|---|---|---|---|---|
826
Magna International
MGA
$18.4B
| $523K | ﹤0.01% |
11,030
-371,891
| -97% | -$16.4M |
|
827
Vanguard Morningstar Value ETF
VTV
$190B
| $505K | ﹤0.01% |
2,707
-2,180
| -45% | -$395K |
|
|
ACH
828
Accendra Health
ACH
$227M
| $498K | ﹤0.01% |
103,741
+6,824
| +7% | +$43.4K |
|
829
Zymeworks
ZYME
$1.72B
| $496K | ﹤0.01% |
29,015
+1,906
| +7% | +$27.3K |
|
830
IDEX
IEX
$17.1B
| $480K | ﹤0.01% |
2,947
-29,452
| -91% | -$4.97M |
|
831
Vanguard ESG US Stock ETF
ESGV
$13.6B
| $479K | ﹤0.01% |
4,044
+121
| +3% | +$13.8K |
|
832
Prothena Corp
PRTA
$438M
| $463K | ﹤0.01% |
47,489
+3,125
| +7% | +$24K |
|
833
Anika Therapeutics
ANIK
$273M
| $450K | ﹤0.01% |
47,911
+3,150
| +7% | +$30.1K |
|
834
Ginkgo Bioworks
DNA
$497M
| $441K | ﹤0.01% |
+30,268
| New | +$362K |
|
835
Nurix Therapeutics
NRIX
$2.6B
| $431K | ﹤0.01% |
46,609
+3,065
| +7% | +$31.8K |
|
836
SiteOne Landscape Supply
SITE
$4.47B
| $421K | ﹤0.01% |
+3,269
| New | +$444K |
|
|
GRSD
837
Grandstand Limited Ordinary Shares
GRSD
$67M
| $389K | ﹤0.01% |
47,591
+3,124
| +7% | +$30.2K |
|
838
Nutanix
NTNX
$16.6B
| $357K | ﹤0.01% |
4,796
-12,280
| -72% | -$901K |
|
839
Herbalife
HLF
$1.24B
| $353K | ﹤0.01% |
41,870
+2,754
| +7% | +$26K |
|
840
Lantheus
LNTH
$6.59B
| $338K | ﹤0.01% |
6,586
-513,622
| -99% | -$32.1M |
|
841
Arcus Biosciences
RCUS
$3.64B
| $326K | ﹤0.01% |
23,985
+1,577
| +7% | +$16.4K |
|
842
iShares S&P 500 Value ETF
IVE
$49.6B
| $326K | ﹤0.01% |
1,578
-1,164
| -42% | -$234K |
|
843
Fortinet
FTNT
$119B
| $313K | ﹤0.01% |
3,723
-152
| -4% | -$13.6K |
|
844
Simpson Manufacturing
SSD
$8B
| $297K | ﹤0.01% |
1,775
+22
| +1% | +$3.94K |
|
845
Nike
NKE
$62.4B
| $266K | ﹤0.01% |
3,815
-3,688,049
| -100% | -$275M |
|
846
American Water Works
AWK
$26.6B
| $252K | ﹤0.01% |
+1,808
| New | +$255K |
|
847
Emcor
EME
$36.3B
| $248K | ﹤0.01% |
382
-10
| -3% | -$6.07K |
|
848
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
| $240K | ﹤0.01% |
2,583
-847
| -25% | -$76.6K |
|
849
Vanguard Morningstar Growth ETF
VUG
$231B
| $231K | ﹤0.01% |
2,886
-546
| -16% | -$41.7K |
|
850
Ball Corp
BALL
$16.6B
| $230K | ﹤0.01% |
+4,564
| New | +$247K |
|
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.