MASSACHUSETTS FINANCIAL SERVICES CO /MA/

data from 30/09/2025

Capitalization

$ 322.797 B 2.45 %

Average holding period

19 ans

Performance

$ 321.218 B 140.22 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 4.87% 15.709 B $ 30328654 2013/06/30 618.229 M $ 4.13 %
2025/09/30 NVDA NVIDIA CORPORATION 4.15% 13.382 B $ 71720593 2019/12/31 1.640 B $ 18.10 %
2025/09/30 AAPL APPLE INC 2.24% 7.227 B $ 28380412 2013/06/30 1.242 B $ 24.11 %
2025/09/30 AMZN AMAZON COM INC 1.93% 6.215 B $ 28307008 2013/06/30 5.467 M $ 0.08 %
2025/09/30 GOOGL ALPHABET INC 1.78% 5.755 B $ 23673950 2015/12/31 1.753 B $ 37.94 %
2025/09/30 META META PLATFORMS INC 1.75% 5.635 B $ 7673338 2013/06/30 -33.348 M $ -0.50 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.60% 5.178 B $ 16415684 2013/06/30 443.182 M $ 8.80 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 1.36% 4.401 B $ 15759419 2013/06/30 803.530 M $ 23.31 %
2025/09/30 MA MASTERCARD INCORPORATED 1.10% 3.549 B $ 6239000 2013/06/30 43.778 M $ 1.22 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.01% 3.256 B $ 17561352 2013/06/30 588.243 M $ 21.39 %
2025/09/30 UBS UBS GROUP AG 0.98% 3.171 B $ 77353590 2014/12/31 459.058 M $ 21.23 %
2025/09/30 PGR PROGRESSIVE CORP 0.98% 3.149 B $ 12751492 2020/06/30 -256.947 M $ -7.46 %
2025/09/30 CI THE CIGNA GROUP 0.97% 3.142 B $ 10901749 2018/12/31 -498.583 M $ -12.80 %
2025/09/30 AON AON PLC 0.97% 3.123 B $ 8757686 2020/06/30 -1.611 M $ -0.05 %
2025/09/30 MCK MCKESSON CORP 0.94% 3.032 B $ 3924282 2013/06/30 158.427 M $ 5.43 %
2025/09/30 AVGO BROADCOM INC 0.87% 2.811 B $ 8520644 2018/06/30 326.501 M $ 19.68 %
2025/09/30 ETN EATON CORP PLC 0.85% 2.728 B $ 7289428 2013/06/30 140.639 M $ 4.83 %
2025/09/30 RTX RTX CORPORATION 0.82% 2.655 B $ 15868870 2020/06/30 340.069 M $ 14.59 %
2025/09/30 FNV FRANCO NEV CORP 0.81% 2.601 B $ 11667204 2016/03/31 690.325 M $ 35.99 %
2025/09/30 KKR KKR & CO INC 0.79% 2.535 B $ 19506838 2021/09/30 -61.129 M $ -2.32 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.78% 2.502 B $ 10147796 2013/06/30 -470.549 M $ -17.49 %
2025/09/30 LIN LINDE PLC 0.76% 2.467 B $ 5193983 2023/03/31 38.270 M $ 1.24 %
2025/09/30 NDAQ NASDAQ INC 0.72% 2.332 B $ 26368803 2013/06/30 -26.456 M $ -1.08 %
2025/09/30 APH AMPHENOL CORP NEW 0.71% 2.294 B $ 18536443 2013/06/30 503.402 M $ 25.32 %
2025/09/30 HWM HOWMET AEROSPACE INC 0.71% 2.280 B $ 11616761 2020/12/31 142.049 M $ 5.43 %
2025/09/30 XOM EXXON MOBIL CORP 0.68% 2.203 B $ 19541574 2013/06/30 97.751 M $ 4.59 %
2025/09/30 COP CONOCOPHILLIPS 0.68% 2.197 B $ 23224586 2017/12/31 113.852 M $ 5.40 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.67% 2.160 B $ 6334965 2022/03/31 318.345 M $ 16.92 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.67% 2.157 B $ 6494312 2013/06/30 97.011 M $ 4.13 %
2025/09/30 MS MORGAN STANLEY 0.66% 2.139 B $ 13457214 2013/06/30 248.225 M $ 12.85 %
2025/09/30 WTW WILLIS TOWERS WATSON PLC LTD 0.66% 2.136 B $ 6183708 2019/09/30 242.982 M $ 12.71 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.65% 2.088 B $ 16869572 2013/06/30 98.755 M $ 4.87 %
2025/09/30 ADI ANALOG DEVICES INC 0.64% 2.072 B $ 8433070 2013/06/30 66.831 M $ 3.23 %
2025/09/30 BA BOEING CO 0.64% 2.071 B $ 9596278 2023/03/31 61.770 M $ 3.01 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 0.63% 2.041 B $ 2923813 2023/06/30 -230.302 M $ -9.04 %
2025/09/30 CB CHUBB LIMITED 0.63% 2.030 B $ 7193680 2016/03/31 -54.443 M $ -2.58 %
2025/09/30 KLAC KLA CORP 0.63% 2.027 B $ 1879717 2020/06/30 345.581 M $ 20.41 %
2025/09/30 ABT ABBOTT LABS 0.63% 2.022 B $ 15096907 2013/06/30 -29.550 M $ -1.52 %
2025/09/30 MDT MEDTRONIC PLC 0.62% 2.008 B $ 21086499 2015/03/31 169.375 M $ 9.26 %
2025/09/30 AEM AGNICO EAGLE MINES LTD 0.61% 1.974 B $ 11712397 2014/06/30 551.385 M $ 41.73 %
2025/09/30 ABBV ABBVIE INC 0.60% 1.936 B $ 8361387 2019/09/30 395.847 M $ 24.74 %
2025/09/30 MMC MARSH & MCLENNAN COS INC 0.59% 1.909 B $ 9474359 2019/06/30 -165.559 M $ -7.83 %
2025/09/30 UNP UNION PAC CORP 0.59% 1.892 B $ 8006454 2013/06/30 51.072 M $ 2.73 %
2025/09/30 SO SOUTHERN CO 0.58% 1.877 B $ 19810199 2017/09/30 59.776 M $ 3.20 %
2025/09/30 CDNS CADENCE DESIGN SYSTEM INC 0.58% 1.867 B $ 5314407 2015/06/30 197.557 M $ 13.99 %
2025/09/30 PLD PROLOGIS INC. 0.58% 1.863 B $ 16268008 2018/12/31 155.165 M $ 8.94 %
2025/09/30 PCG PG&E CORP 0.58% 1.861 B $ 123420731 2020/06/30 139.708 M $ 8.18 %
2025/09/30 V VISA INC 0.58% 1.859 B $ 5446356 2013/06/30 -115.554 M $ -3.85 %
2025/09/30 D DOMINION ENERGY INC 0.55% 1.763 B $ 28820116 2013/06/30 135.960 M $ 8.23 %
2025/09/30 NXPI NXP SEMICONDUCTORS N V 0.55% 1.760 B $ 7728322 2019/06/30 76.113 M $ 4.23 %
2025/09/30 PNC PNC FINL SVCS GROUP INC 0.54% 1.730 B $ 8608984 2013/06/30 128.617 M $ 7.78 %
2025/09/30 RYAAY RYANAIR HOLDINGS PLC 0.53% 1.725 B $ 28646927 2017/09/30 73.689 M $ 4.42 %
2025/09/30 BDX BECTON DICKINSON & CO 0.53% 1.713 B $ 9150584 2019/03/31 127.036 M $ 8.66 %
2025/09/30 C CITIGROUP INC 0.52% 1.668 B $ 16434633 2013/06/30 288.483 M $ 19.24 %
2025/09/30 LOW LOWES COS INC 0.51% 1.659 B $ 6602063 2020/06/30 197.804 M $ 13.27 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.51% 1.631 B $ 17084112 2013/06/30 77.854 M $ 4.64 %
2025/09/30 A AGILENT TECHNOLOGIES INC 0.49% 1.596 B $ 12434385 2020/03/31 136.771 M $ 8.76 %
2025/09/30 XEL XCEL ENERGY INC 0.49% 1.575 B $ 19526873 2013/06/30 234.930 M $ 18.43 %
2025/09/30 TRU TRANSUNION 0.47% 1.531 B $ 18275380 2017/12/31 -95.882 M $ -4.80 %
2025/09/30 NFLX NETFLIX INC 0.47% 1.523 B $ 1269979 2022/12/31 -212.658 M $ -10.47 %
2025/09/30 HON HONEYWELL INTL INC 0.47% 1.515 B $ 7194883 2013/06/30 -183.881 M $ -9.61 %
2025/09/30 TRV TRAVELERS COMPANIES INC 0.46% 1.501 B $ 5375032 2013/06/30 63.938 M $ 4.37 %
2025/09/30 WFC WELLS FARGO CO NEW 0.46% 1.497 B $ 17859680 2013/06/30 61.552 M $ 4.62 %
2025/09/30 CRH CRH PLC 0.46% 1.482 B $ 12361185 2023/09/30 359.774 M $ 30.61 %
2025/09/30 PFE PFIZER INC 0.45% 1.467 B $ 57588660 2013/06/30 93.588 M $ 5.12 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.44% 1.425 B $ 2936998 2013/06/30 186.392 M $ 19.62 %
2025/09/30 KVUE KENVUE INC 0.44% 1.418 B $ 87352677 2023/06/30 -428.713 M $ -22.46 %
2025/09/30 CVX CHEVRON CORP NEW 0.44% 1.417 B $ 9125735 2013/06/30 83.580 M $ 8.45 %
2025/09/30 BLK BLACKROCK INC 0.44% 1.415 B $ 1213561 2024/12/31 124.834 M $ 11.11 %
2025/09/30 VST VISTRA CORP 0.43% 1.392 B $ 7106465 2017/06/30 13.030 M $ 1.09 %
2025/09/30 MAR MARRIOTT INTL INC NEW 0.40% 1.282 B $ 4921767 2014/03/31 -58.625 M $ -4.67 %
2025/09/30 CHKP CHECK POINT SOFTWARE TECH LT 0.40% 1.277 B $ 6170455 2013/06/30 -69.596 M $ -6.48 %
2025/09/30 TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.40% 1.275 B $ 4936406 2015/12/31 85.695 M $ 6.39 %
2025/09/30 TXN TEXAS INSTRS INC 0.38% 1.240 B $ 6751306 2014/06/30 -165.277 M $ -11.51 %
2025/09/30 STE STERIS PLC 0.37% 1.199 B $ 4846124 2019/03/31 37.911 M $ 3.01 %
2025/09/30 GEV GE VERNOVA INC 0.37% 1.180 B $ 1918959 2024/06/30 171.159 M $ 16.21 %
2025/09/30 RBA RB GLOBAL INC 0.36% 1.162 B $ 10726926 2023/06/30 21.747 M $ 2.04 %
2025/09/30 PEP PEPSICO INC 0.36% 1.151 B $ 8194433 2013/06/30 87.168 M $ 6.36 %
2025/09/30 ADSK AUTODESK INC 0.35% 1.126 B $ 3544520 2013/06/30 24.141 M $ 2.62 %
2025/09/30 PCAR PACCAR INC 0.35% 1.118 B $ 11366547 2021/06/30 37.631 M $ 3.43 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 0.34% 1.112 B $ 1825250 2013/06/30 203.217 M $ 21.87 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.34% 1.107 B $ 6825908 2013/06/30 -177.329 M $ -10.94 %
2025/09/30 GWRE GUIDEWIRE SOFTWARE INC 0.34% 1.107 B $ 4816106 2023/12/31 -28.419 M $ -2.37 %
2025/09/30 CNI CANADIAN NATL RY CO 0.34% 1.100 B $ 11660891 2013/06/30 -115.162 M $ -9.36 %
2025/09/30 LPLA LPL FINL HLDGS INC 0.33% 1.079 B $ 3242353 2022/12/31 -103.255 M $ -11.28 %
2025/09/30 GE GE AEROSPACE 0.33% 1.077 B $ 3580892 2024/06/30 148.592 M $ 16.87 %
2025/09/30 QGEN QIAGEN NV 0.33% 1.070 B $ 23940960 2025/03/31 -82.895 M $ -7.03 %
2025/09/30 HLT HILTON WORLDWIDE HLDGS INC 0.33% 1.055 B $ 4067494 2021/12/31 -25.533 M $ -2.59 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.33% 1.054 B $ 1323467 2013/06/30 142.187 M $ 12.52 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.31% 1.012 B $ 10367293 2018/09/30 -125.763 M $ -9.11 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 0.30% 974.202 M $ 3736010 2013/06/30 51.298 M $ 5.46 %
2025/09/30 TD TORONTO DOMINION BK ONT 0.30% 965.900 M $ 12081305 2013/06/30 73.378 M $ 8.85 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.29% 946.273 M $ 15147646 2013/06/30 -76.991 M $ -7.37 %
2025/09/30 LNG CHENIERE ENERGY INC 0.29% 939.995 M $ 4000319 2016/06/30 -40.030 M $ -3.51 %
2025/09/30 CRM SALESFORCE INC 0.28% 918.432 M $ 3875239 2013/06/30 -154.060 M $ -13.09 %
2025/09/30 HUM HUMANA INC 0.28% 907.541 M $ 3488261 2017/06/30 14.666 M $ 6.42 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 0.28% 893.894 M $ 2118434 2020/03/31 -33.508 M $ -3.53 %
2025/09/30 CAT CATERPILLAR INC 0.27% 873.382 M $ 1830414 2025/06/30 8.341 M $ 22.91 %
2025/09/30 APTV APTIV PLC 0.27% 870.015 M $ 10090642 2024/12/31 215.507 M $ 26.39 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 0.26% 853.265 M $ 7914525 2013/06/30 161.820 M $ 19.62 %