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 |
TotalEnergies
TTE
|
+$2.54B |
| 2 |
Gilead Sciences
GILD
|
+$500M |
| 3 |
Seagate
STX
|
+$489M |
| 4 |
Danaher
DHR
|
+$487M |
| 5 |
Monster Beverage
MNST
|
+$438M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Meta Platforms (Facebook)
META
|
+$1.9B |
| 2 |
TSMC
TSM
|
+$1.65B |
| 3 |
Microsoft
MSFT
|
+$1.63B |
| 4 |
NVIDIA
NVDA
|
+$850M |
| 5 |
Mondelez International
MDLZ
|
+$738M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23% |
| 2 | Financials | 19.95% |
| 3 | Industrials | 12.58% |
| 4 | Healthcare | 11.71% |
| 5 | Consumer Discretionary | 7.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
951
Select Water Solutions
WTTR
$2.63B
| – | – |
-135,208
| Closed | -$1.45M |
|
952
Weyerhaeuser
WY
$17.9B
| – | – |
-1,875,477
| Closed | -$46.5M |
|
|
ZEUS
953
DELISTED
Olympic Steel
ZEUS
| – | – |
-44,406
| Closed | -$1.35M |
|
954
Astera Labs
ALAB
$56B
| – | – |
-1,507,675
| Closed | -$295M |
|
|
FLY
955
Firefly Aerospace
FLY
$4.49B
| – | – |
-59,001
| Closed | -$1.73M |
|
|
KLAR
956
Klarna Group
KLAR
$7.82B
| – | – |
-117,881
| Closed | -$4.32M |
|
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Massachusetts Financial Services's Q4 2025 Portfolio in Review
As of Q4 2025, Massachusetts Financial Services held 958 positions worth $310B, down 3.9% from $323B the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Massachusetts Financial Services withdrew a net $15.5B in Q4 2025, closing 41 positions and reducing 539 holdings. Its most notable exit was Comcast, an estimated $533M position sold in full.
By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 24% a quarter earlier, followed by Financials and Industrials.
Against the trend, Massachusetts Financial Services opened a new position in Medline Inc worth $430M.
- Massachusetts Financial Services's largest Q4 2025 buy was Medline Inc: 10,227,227 shares worth $430M.
- Massachusetts Financial Services added most to TotalEnergies in Q4 2025, an estimated $2.54B increase.
- Massachusetts Financial Services's biggest Q4 2025 reduction was Meta Platforms (Facebook), cutting an estimated $1.9B.
- Massachusetts Financial Services fully exited Comcast in Q4 2025, selling an estimated $533M.
- Massachusetts Financial Services's ten largest holdings make up 21% of its $310B portfolio in Q4 2025.
- Massachusetts Financial Services opened 101 new positions and closed 41 in Q4 2025.
- Massachusetts Financial Services's portfolio value fell 3.9% quarter-over-quarter to $310B.
Based on Massachusetts Financial Services's 13F filing for Q4 2025, filed 22 Jan 2026.