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 | |
|---|---|---|---|---|---|---|
201
Corning
GLW
$139B
| $322M | 0.1% |
3,924,205
+134,380
| +4% | +$8.78M |
|
202
Pultegroup
PHM
$25B
| $316M | 0.1% |
+2,390,701
| New | +$297M |
|
203
Air Products & Chemicals
APD
$66.5B
| $315M | 0.1% |
1,156,558
-80,341
| -6% | -$23.3M |
|
204
Atlassian
TEAM
$27.5B
| $315M | 0.1% |
1,970,832
-1,315,413
| -40% | -$238M |
|
205
ServiceNow
NOW
$117B
| $312M | 0.1% |
1,692,885
-2,102,280
| -55% | -$393M |
|
206
Rexford Industrial Realty
REXR
$8.13B
| $311M | 0.1% |
7,564,375
-98,613
| -1% | -$3.86M |
|
207
Equinix
EQIX
$103B
| $306M | 0.09% |
390,066
+32,294
| +9% | +$25.2M |
|
208
AGCO
AGCO
$7.16B
| $304M | 0.09% |
2,840,125
+700,558
| +33% | +$77.4M |
|
209
Johnson Controls International
JCI
$94.2B
| $297M | 0.09% |
2,704,982
-1,270,102
| -32% | -$136M |
|
210
TPG
TPG
$7.74B
| $297M | 0.09% |
5,164,580
-34,598
| -0.7% | -$2.04M |
|
211
Astera Labs
ALAB
$58B
| $295M | 0.09% |
1,507,675
+479,360
| +47% | +$78.8M |
|
212
nVent Electric
NVT
$27B
| $295M | 0.09% |
2,989,635
-205,908
| -6% | -$17.9M |
|
213
Banco Bradesco
BBD
$37.2B
| $294M | 0.09% |
87,091,195
-4,830,611
| -5% | -$14.6M |
|
214
Walt Disney
DIS
$179B
| $291M | 0.09% |
2,539,836
-2,024,949
| -44% | -$238M |
|
215
Uber
UBER
$142B
| $291M | 0.09% |
2,966,828
+2,901,936
| +4,472% | +$271M |
|
216
Trimble
TRMB
$13.6B
| $289M | 0.09% |
+3,542,608
| New | +$289M |
|
217
Mid-America Apartment Communities
MAA
$15.5B
| $289M | 0.09% |
2,067,852
-141,178
| -6% | -$20.4M |
|
218
Emerson Electric
EMR
$91.1B
| $287M | 0.09% |
2,188,332
-21,727
| -1% | -$2.96M |
|
219
Pegasystems
PEGA
$5.12B
| $287M | 0.09% |
4,987,291
+937,216
| +23% | +$51.6M |
|
220
Jacobs Solutions
J
$16.9B
| $287M | 0.09% |
1,911,961
-42,900
| -2% | -$6.16M |
|
221
Cloudflare
NET
$102B
| $280M | 0.09% |
1,302,893
+639,245
| +96% | +$131M |
|
222
DraftKings
DKNG
$10.6B
| $279M | 0.09% |
7,473,099
+79,152
| +1% | +$3.51M |
|
223
Tapestry
TPR
$33B
| $277M | 0.09% |
2,449,170
+1,750,566
| +251% | +$183M |
|
224
Brookfield Asset Management
BAM
$85.1B
| $274M | 0.08% |
4,806,972
-327,586
| -6% | -$19.5M |
|
225
Pinnacle West Capital
PNW
$12.3B
| $268M | 0.08% |
2,983,626
+203,136
| +7% | +$18.3M |
|
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.