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 | |
|---|---|---|---|---|---|---|
876
Factset
FDS
$9.87B
| – | – |
-102,289
| Closed | -$45.8M |
|
877
GDS Holdings
GDS
$6.59B
| – | – |
-1,204,006
| Closed | -$36.8M |
|
|
GMS
878
DELISTED
GMS Inc
GMS
| – | – |
-48,773
| Closed | -$5.3M |
|
|
GTLS
879
DELISTED
Chart Industries
GTLS
| – | – |
-82,504
| Closed | -$13.6M |
|
880
Hanmi Financial
HAFC
$946M
| – | – |
-8,560
| Closed | -$211K |
|
881
Health Catalyst
HCAT
$129M
| – | – |
-311,455
| Closed | -$1.17M |
|
|
HES
882
DELISTED
Hess
HES
| – | – |
-2,611,939
| Closed | -$362M |
|
883
Huntington Ingalls Industries
HII
$12.6B
| – | – |
-1,026
| Closed | -$248K |
|
884
Hims & Hers Health
HIMS
$6.95B
| – | – |
-65,879
| Closed | -$3.28M |
|
|
HUT
885
Hut 8
HUT
$11.3B
| – | – |
-648,495
| Closed | -$12.1M |
|
|
886
Intuitive Surgical
ISRG
$132B
| – | – |
-1,146,204
| Closed | -$623M |
|
|
KLG
887
DELISTED
WK Kellogg Co
KLG
| – | – |
-33,584
| Closed | -$535K |
|
888
Kontoor Brands
KTB
$4.31B
| – | – |
-109,581
| Closed | -$7.23M |
|
889
Lithia Motors
LAD
$8.25B
| – | – |
-30,636
| Closed | -$10.3M |
|
890
Liberty Global Class A
LBTYA
$3.69B
| – | – |
-101,190
| Closed | -$1.01M |
|
891
Lifestance Health
LFST
$4.13B
| – | – |
-36,104
| Closed | -$187K |
|
892
Lamb Weston
LW
$7.12B
| – | – |
-1,401,560
| Closed | -$72.7M |
|
893
Mueller Industries
MLI
$15.3B
| – | – |
-220,910
| Closed | -$8.78M |
|
894
Mueller Water Products
MWA
$4.18B
| – | – |
-36,297
| Closed | -$873K |
|
895
Nice
NICE
$5.74B
| – | – |
-914,424
| Closed | -$154M |
|
896
Norfolk Southern
NSC
$75.7B
| – | – |
-630,862
| Closed | -$161M |
|
897
Nutrien
NTR
$31.4B
| – | – |
-520,909
| Closed | -$30.3M |
|
898
Owens Corning
OC
$12B
| – | – |
-14,952
| Closed | -$2.06M |
|
899
Old Dominion Freight Line
ODFL
$44B
| – | – |
-65,650
| Closed | -$10.7M |
|
900
Phillips Edison & Co
PECO
$5.21B
| – | – |
-1,026,115
| Closed | -$35.9M |
|
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.