MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Institutional investor · Portfolio as of Q4 2024
Top Holdings875 positions
MICROSOFT CORP | 32.7M | $13.8B | 4.3% | $135.95 | +205.83% | 24 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 65.7M | $8.8B | 2.8% | $18.50 | +624.14% | 21 qtrssince 2019-Q4 | Decreased 0 |
ALPHABET INC-CL A | 37.3M | $7.1B | 2.2% | $64.41 | +192.20% | 24 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 31.2M | $6.8B | 2.2% | $101.03 | +117.15% | 24 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 26.7M | $6.7B | 2.1% | $66.34 | +274.75% | 24 qtrssince 2019-Q1 | Decreased 0 |
FACEBOOK INC-CLASS A | 9M | $5.3B | 1.7% | $289.71 | +100.95% | 24 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 21.8M | $5.2B | 1.7% | $85.62 | +170.33% | 24 qtrssince 2019-Q1 | Decreased 0 |
AON PLC-CLASS A | 11.6M | $4.2B | 1.3% | $186.82 | +90.59% | 19 qtrssince 2020-Q2 | Decreased 0 |
VISA INC-CLASS A SHARES | 12.6M | $4B | 1.3% | $150.58 | +107.16% | 24 qtrssince 2019-Q1 | Decreased 0 |
TAIWAN SEMICONDUCTOR MANUFAC | 17.7M | $3.5B | 1.1% | $44.21 | +337.37% | 24 qtrssince 2019-Q1 | Decreased 0 |
PROGRESSIVE CORP | 13.5M | $3.2B | 1.0% | $86.95 | +153.56% | 19 qtrssince 2020-Q2 | Decreased 0 |
ACCENTURE PLC-CL A | 9.1M | $3.2B | 1.0% | $160.90 | +116.00% | 24 qtrssince 2019-Q1 | Decreased 0 |
CIGNA CORP | 11.6M | $3.2B | 1.0% | $162.34 | +63.90% | 24 qtrssince 2019-Q1 | Increased 53 |
LINDE PLC | 7.3M | $3.1B | 1.0% | $339.81 | +21.28% | 8 qtrssince 2023-Q1 | Decreased 0 |
EATON CORP PLC | 9M | $3B | 0.9% | $84.35 | +285.22% | 24 qtrssince 2019-Q1 | Decreased 0 |
MCKESSON CORP | 4.7M | $2.7B | 0.8% | $171.44 | +230.03% | 24 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 5M | $2.6B | 0.8% | $236.96 | +119.87% | 24 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 17.8M | $2.6B | 0.8% | $116.11 | +18.94% | 24 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN EXPRESS CO | 8.5M | $2.5B | 0.8% | $107.75 | +170.31% | 24 qtrssince 2019-Q1 | Decreased 0 |
CONOCOPHILLIPS | 25.3M | $2.5B | 0.8% | $47.12 | +99.05% | 22 qtrssince 2019-Q3 | Decreased 0 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ manages $316.9B across 875 positions as of Q4 2024. Top holdings: MSFT (4.3%), NVDA (2.8%), GOOGL (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 94 new positions, 65 exits, 281 increased. Top move: CI (INCREASED, conviction 53). Portfolio: $316.9B across 875 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR