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 | |
|---|---|---|---|---|---|---|
|
UNIT
926
Uniti Group
UNIT
$2.33B
| – | – |
-37,212
| Closed | -$161K |
|
927
United Parcel Service
UPS
$87.8B
| – | – |
-538,570
| Closed | -$54.4M |
|
928
Veracyte
VCYT
$3.71B
| – | – |
-9,158
| Closed | -$248K |
|
|
VMEO
929
DELISTED
Vimeo
VMEO
| – | – |
-140,497
| Closed | -$568K |
|
|
VRNT
930
DELISTED
Verint Systems
VRNT
| – | – |
-224,958
| Closed | -$4.42M |
|
931
Voyager Therapeutics
VYGR
$189M
| – | – |
-57,511
| Closed | -$179K |
|
932
Workday
WDAY
$42B
| – | – |
-4,132
| Closed | -$992K |
|
933
Wendy's
WEN
$1.41B
| – | – |
-1,032,790
| Closed | -$11.8M |
|
934
West Fraser Timber
WFG
$5.47B
| – | – |
-31,979
| Closed | -$2.34M |
|
|
WNS
935
DELISTED
WNS Holdings
WNS
| – | – |
-395,992
| Closed | -$25M |
|
936
Yext
YEXT
$558M
| – | – |
-280,780
| Closed | -$2.39M |
|
|
ZIMV
937
DELISTED
ZimVie
ZIMV
| – | – |
-159,717
| Closed | -$1.49M |
|
938
UL Solutions
ULS
$15.5B
| – | – |
-106,805
| Closed | -$7.78M |
|
|
GAP
939
The Gap Inc
GAP
$7.39B
| – | – |
-207,333
| Closed | -$4.52M |
|
|
ECG
940
Everus Construction Group
ECG
$7.12B
| – | – |
-396,463
| Closed | -$25.2M |
|
|
FLOC
941
Flowco Holdings
FLOC
$876M
| – | – |
-10,025
| Closed | -$179K |
|
|
MTSR
942
DELISTED
Metsera Inc
MTSR
| – | – |
-253,712
| Closed | -$7.22M |
|
|
AHL
943
DELISTED
Aspen Insurance
AHL
| – | – |
-755,408
| Closed | -$23.8M |
|
|
ETOR
944
eToro Group
ETOR
$2.82B
| – | – |
-251,450
| Closed | -$16.7M |
|
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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.