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 |
Prologis
PLD
|
+$572M |
| 2 |
Air Products & Chemicals
APD
|
+$432M |
| 3 |
Pfizer
PFE
|
+$381M |
| 4 |
Regeneron Pharmaceuticals
REGN
|
+$258M |
| 5 |
General Dynamics
GD
|
+$249M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Cadence Design Systems
CDNS
|
+$730M |
| 2 |
Goldman Sachs
GS
|
+$458M |
| 3 |
Salesforce
CRM
|
+$424M |
| 4 |
Stanley Black & Decker
SWK
|
+$393M |
| 5 |
Northrop Grumman
NOC
|
+$393M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 19.48% |
| 2 | Technology | 17.36% |
| 3 | Healthcare | 16.61% |
| 4 | Industrials | 13.73% |
| 5 | Consumer Discretionary | 6.57% |
Similar funds
Massachusetts Financial Services's Q4 2022 Portfolio in Review
As of Q4 2022, Massachusetts Financial Services held 899 positions worth $286B, up 7.1% from $267B the previous quarter. Its ten largest holdings account for 17% of the portfolio.
Massachusetts Financial Services's Q4 2022 filing shows 49 new, 406 increased, 381 reduced and 52 closed positions. Its largest new stake was M&T Bank: 1,112,803 shares worth $161M. The largest sale was Cadence Design Systems, an estimated $730M.
By sector, the portfolio is most concentrated in Financials at 19% of assets, up from 19% a quarter earlier, followed by Technology and Healthcare.
- Massachusetts Financial Services's largest Q4 2022 buy was M&T Bank: 1,112,803 shares worth $161M.
- Massachusetts Financial Services added most to Prologis in Q4 2022, an estimated $572M increase.
- Massachusetts Financial Services's biggest Q4 2022 reduction was Cadence Design Systems, cutting an estimated $730M.
- Massachusetts Financial Services fully exited Edwards Lifesciences in Q4 2022, selling an estimated $389M.
- Massachusetts Financial Services's ten largest holdings make up 17% of its $286B portfolio in Q4 2022.
- Massachusetts Financial Services opened 49 new positions and closed 52 in Q4 2022.
- Massachusetts Financial Services's portfolio value rose 7.1% quarter-over-quarter to $286B.
Based on Massachusetts Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.