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 | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$2.9T
| $15.7B | 4.87% |
30,328,654
+229,855
| +0.8% | +$117M |
|
|
2
NVIDIA
NVDA
$4.6T
| $13.4B | 4.15% |
71,720,593
+14,358,048
| +25% | +$2.5B |
|
|
3
Apple
AAPL
$4.97T
| $7.23B | 2.24% |
28,380,412
+3,261,336
| +13% | +$737M |
|
4
Amazon
AMZN
$2.44T
| $6.22B | 1.93% |
28,307,008
-2,063,525
| -7% | -$467M |
|
|
5
Alphabet (Google) Class A
GOOGL
$4.12T
| $5.76B | 1.78% |
23,673,950
-2,546,964
| -10% | -$533M |
|
|
6
Meta Platforms (Facebook)
META
$1.49T
| $5.64B | 1.75% |
7,673,338
-1,315,324
| -15% | -$979M |
|
7
JPMorgan Chase
JPM
$916B
| $5.18B | 1.6% |
16,415,684
-950,387
| -5% | -$283M |
|
8
TSMC
TSM
$1.94T
| $4.4B | 1.36% |
15,759,419
+541,047
| +4% | +$132M |
|
9
Mastercard
MA
$498B
| $3.55B | 1.1% |
6,239,000
-133,404
| -2% | -$76.6M |
|
10
Johnson & Johnson
JNJ
$640B
| $3.26B | 1.01% |
17,561,352
-444,251
| -2% | -$76.1M |
|
11
UBS Group
UBS
$170B
| $3.17B | 0.98% |
77,353,590
+13,417,945
| +21% | +$521M |
|
12
Progressive
PGR
$128B
| $3.15B | 0.98% |
12,751,492
-153,929
| -1% | -$37.9M |
|
13
Cigna
CI
$78.4B
| $3.14B | 0.97% |
10,901,749
-876,723
| -7% | -$259M |
|
14
Aon
AON
$80.6B
| $3.12B | 0.97% |
8,757,686
-194,325
| -2% | -$70.3M |
|
15
McKesson
MCK
$104B
| $3.03B | 0.94% |
3,924,282
-60,297
| -2% | -$42.5M |
|
|
16
Broadcom
AVGO
$1.76T
| $2.81B | 0.87% |
8,520,644
+2,503,304
| +42% | +$768M |
|
17
Eaton
ETN
$141B
| $2.73B | 0.85% |
7,289,428
-858,856
| -11% | -$312M |
|
18
RTX Corp
RTX
$290B
| $2.66B | 0.82% |
15,868,870
-89,321
| -0.6% | -$13.9M |
|
19
Franco-Nevada
FNV
$41.3B
| $2.6B | 0.81% |
11,667,204
-35,209
| -0.3% | -$6.34M |
|
20
KKR & Co
KKR
$89.1B
| $2.53B | 0.79% |
19,506,838
-340,379
| -2% | -$48.3M |
|
21
Accenture
ACN
$106B
| $2.5B | 0.78% |
10,147,796
+1,148,970
| +13% | +$300M |
|
|
22
Linde
LIN
$236B
| $2.47B | 0.76% |
5,193,983
-1,381,604
| -21% | -$654M |
|
23
Nasdaq
NDAQ
$53.4B
| $2.33B | 0.72% |
26,368,803
-905,817
| -3% | -$83.9M |
|
24
Amphenol
APH
$185B
| $2.29B | 0.71% |
18,536,443
-1,599,628
| -8% | -$176M |
|
25
Howmet Aerospace
HWM
$109B
| $2.28B | 0.71% |
11,616,761
-2,447,458
| -17% | -$446M |
|
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.