Fund HoldingsMASSACHUSETTS FINANCIAL SERVICES CO /MA/

Total Portfolio Value
$334.31B
Total Bought
$25.32B
Total Sold
$31.74B
Net Transaction
-$6.42B
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)9,275,5789,100,397-175,1814,593,4528,222,7552.46%+3,629,303
MICROSOFT CORP(MSFT)37,401,35938,423,665+1,022,30614,064,40716,165,6044.84%+2,101,197
BOEING CO(BA)07,512,613+7,512,61301,449,8590.43%+1,449,859
META PLATFORMS INC(META)9,222,7819,277,894+55,1133,264,4964,505,1601.35%+1,240,664
TAIWAN SEMICONDUCTOR MFG LTD(TSM)28,443,59529,143,200+699,6052,958,1343,964,9321.19%+1,006,798
QIAGEN NV(QGEN)023,252,612+23,252,6120999,6300.30%+999,630
AMAZON COM INC(AMZN)31,560,51731,419,039-141,4784,795,3055,667,3661.70%+872,061
FLUTTER ENTMT PLC(FLUT)04,192,898+4,192,8980828,0550.25%+828,055
JPMORGAN CHASE & CO(JPM)29,498,57328,831,194-667,3795,017,7075,774,8881.73%+757,181
KKR & CO INC(KKR)10,203,06215,687,262+5,484,200845,3241,577,8250.47%+732,501
PROGRESSIVE CORP(PGR)14,935,65214,679,576-256,0762,378,9513,036,0300.91%+657,079
THE CIGNA GROUP(CI)011,124,983+11,124,98304,040,4831.21%+4,040,483
SALESFORCE INC(CRM)2,164,0803,984,203+1,820,123569,4561,199,9620.36%+630,506
MONDELEZ INTL INC(MDLZ)011,931,368+11,931,3680835,1960.25%+835,196
ELI LILLY & CO(LLY)03,113,080+3,113,08002,421,8520.72%+2,421,852
TRANSUNION(TRU)7,029,89712,362,167+5,332,270483,024986,5010.30%+503,477
AON PLC(AON)012,242,867+12,242,86704,085,6901.22%+4,085,690
EATON CORP PLC(ETN)13,498,29411,811,358-1,686,9363,250,6593,693,1751.10%+442,516
ARES MANAGEMENT CORPORATION(ARES)03,190,461+3,190,4610424,2680.13%+424,268
DANAHER CORPORATION(DHR)02,484,182+2,484,1820620,3500.19%+620,350
TARGET CORP(TGT)10,163,86410,232,574+68,7101,447,5381,813,3140.54%+365,777
ELEVANCE HEALTH INC(ELV)990,6281,538,796+548,168467,141797,9270.24%+330,787
LAM RESEARCH CORP(LRCX)1,029,3091,164,718+135,409806,2171,131,6050.34%+325,389
DISNEY WALT CO(DIS)11,342,77411,006,147-336,6271,024,1391,346,7120.40%+322,573
MCKESSON CORP(MCK)04,912,088+4,912,08802,637,0540.79%+2,637,054
HOWMET AEROSPACE INC(HWM)23,097,21322,660,219-436,9941,250,0211,550,6390.46%+300,618
THERMO FISHER SCIENTIFIC INC(TMO)04,307,145+4,307,14502,503,3560.75%+2,503,356
ABBVIE INC(ABBV)8,422,6138,683,548+260,9351,305,2521,581,2740.47%+276,022
ASML HOLDING N V
N Y REGISTRY SHS
1,173,3241,199,111+25,787888,1121,163,7010.35%+275,589
AMPHENOL CORP NEW13,212,18413,738,242+526,0581,309,7241,584,7060.47%+274,982
ALPHABET INC(GOOG)049,080,253+49,080,25307,407,6832.22%+7,407,683
CONOCOPHILLIPS(COP)027,282,703+27,282,70303,472,5421.04%+3,472,542
LINDE PLC(LIN)11,504,62510,723,390-781,2354,725,0654,979,0841.49%+254,020
AMERICAN EXPRESS CO(AXP)10,502,5199,755,555-746,9641,967,5422,221,2420.66%+253,700
CADENCE DESIGN SYSTEM INC(CDNS)10,699,60310,172,950-526,6532,914,2513,166,6360.95%+252,385
VULCAN MATLS CO(VMC)7,640,8847,277,340-363,5441,734,5571,986,1320.59%+251,575
REGENERON PHARMACEUTICALS(REGN)0480,524+480,5240462,5000.14%+462,500
TRAVELERS COMPANIES INC(TRV)7,266,5847,093,673-172,9111,384,2121,632,5380.49%+248,326
FRANCO NEV CORP(FNV)012,222,174+12,222,17401,456,3940.44%+1,456,394
RTX CORPORATION(RTX)15,309,68815,631,822+322,1341,288,1571,524,5720.46%+236,414
CITIGROUP INC(C)21,765,37521,435,386-329,9891,119,6111,355,5740.41%+235,963
AGILENT TECHNOLOGIES INC(A)13,246,48914,255,511+1,009,0221,841,6592,074,3190.62%+232,660
MASTERCARD INCORPORATED(MA)6,278,6896,028,311-250,3782,677,9242,903,0540.87%+225,130
COOPER COS INC(COO)02,213,319+2,213,3190224,5630.07%+224,563
PEPSICO INC(PEP)8,421,1639,447,438+1,026,2751,430,2501,653,3960.49%+223,146
FIDELITY NATL INFORMATION SV(FIS)07,392,532+7,392,5320548,3780.16%+548,378
ICON PLC(ICLR)05,313,457+5,313,45701,785,0560.53%+1,785,056
BECTON DICKINSON & CO(BDX)04,817,884+4,817,88401,192,1850.36%+1,192,185
WILLIS TOWERS WATSON PLC LTD(WTW)9,670,5109,204,146-466,3642,332,5272,531,1400.76%+198,613
SPOTIFY TECHNOLOGY S A(SPOT)3,694,1933,381,093-313,100694,176892,2700.27%+198,095
LOWES COS INC(LOW)7,968,1327,726,409-241,7231,773,3081,968,1480.59%+194,840
PIONEER NAT RES CO06,434,636+6,434,63601,689,0920.51%+1,689,092
MERCK & CO INC(MRK)010,885,435+10,885,43501,436,3330.43%+1,436,333
CANADIAN PACIFIC KANSAS CITY(CP)018,880,793+18,880,79301,664,7200.50%+1,664,720
VISA INC(V)20,601,54219,888,938-712,6045,363,6115,550,6051.66%+186,993
CHEVRON CORP NEW(CVX)4,602,8055,489,040+886,235686,554865,8410.26%+179,287
NATERA INC(NTRA)02,248,665+2,248,6650205,6630.06%+205,663
FISERV INC(FISV)07,109,609+7,109,60901,136,2580.34%+1,136,258
BRUKER CORP(BRKR)8,080,0718,088,868+8,797593,724759,8680.23%+166,145
CORPAY INC(CPAY)0521,818+521,8180161,0020.05%+161,002
DOMINION ENERGY INC(D)029,158,440+29,158,44001,434,3040.43%+1,434,304
VEEVA SYS INC(VEEV)02,476,054+2,476,0540573,6770.17%+573,677
TPG INC(TPG)06,344,445+6,344,4450283,5970.08%+283,597
COREBRIDGE FINL INC(CRBD)09,971,102+9,971,1020286,4700.09%+286,470
GUIDEWIRE SOFTWARE INC(GWRE)965,7992,230,407+1,264,608105,311260,3110.08%+155,000
MASCO CORP(MAS)09,649,208+9,649,2080761,1300.23%+761,130
JOHNSON CTLS INTL PLC
SHS
022,683,817+22,683,81701,481,7070.44%+1,481,707
GENERAL DYNAMICS CORP(GD)7,417,4887,346,442-71,0461,926,0992,075,2960.62%+149,197
ORACLE CORP(ORCL)010,052,898+10,052,89801,262,7450.38%+1,262,745
NICE LTD(NICE)0938,788+938,7880244,6670.07%+244,667
METTLER TOLEDO INTERNATIONAL(MTD)0107,896+107,8960143,6410.04%+143,641
GARTNER INC(IT)3,132,3113,254,999+122,6881,413,0171,551,5600.46%+138,544
CHIPOTLE MEXICAN GRILL INC(CMG)0170,958+170,9580496,9360.15%+496,936
KENVUE INC(KVUE)66,665,45472,840,920+6,175,4661,435,3071,563,1660.47%+127,859
SUNCOR ENERGY INC NEW(SU)022,681,616+22,681,6160837,1780.25%+837,178
HUBBELL INC(HUBB)1,268,5601,288,405+19,845417,267534,7520.16%+117,485
CORTEVA INC(CTVA)013,019,192+13,019,1920750,8170.22%+750,817
BIO-TECHNE CORP(TECH)02,501,542+2,501,5420176,0840.05%+176,084
DATADOG INC(DDOG)2,733,4483,613,135+879,687331,786446,5830.13%+114,798
SKYWORKS SOLUTIONS INC(SWKS)01,048,893+1,048,8930113,6160.03%+113,616
AMETEK INC07,739,671+7,739,67101,415,5860.42%+1,415,586
WINGSTOP INC(WING)404,938584,379+179,441103,899214,1160.06%+110,217
STARBUCKS CORP(SBUX)4,473,0155,898,323+1,425,308429,454539,0480.16%+109,594
BOOKING HOLDINGS INC(BKNG)0117,520+117,5200426,3480.13%+426,348
SOUTHERN CO(SO)026,316,313+26,316,31301,887,9320.56%+1,887,932
PACCAR INC(PCAR)06,971,351+6,971,3510863,6810.26%+863,681
APPLIED MATLS INC03,779,805+3,779,8050779,5090.23%+779,509
MID-AMER APT CMNTYS INC(MAA)1,451,5782,240,093+788,515195,179294,7510.09%+99,572
CELSIUS HLDGS INC(CELH)01,191,486+1,191,486098,7980.03%+98,798
CHUBB LIMITED
COM
09,187,444+9,187,44402,380,7420.71%+2,380,742
UBER TECHNOLOGIES INC(UBER)7,979,4747,643,272-336,202491,296588,4560.18%+97,159
PENTAIR PLC(PNR)01,086,037+1,086,037092,7910.03%+92,791
SCHWAB CHARLES CORP(SCHW)30,994,96730,753,371-241,5962,132,4542,224,6990.67%+92,245
NVENT ELECTRIC PLC(NVT)04,210,497+4,210,4970317,4710.09%+317,471
SYNOPSYS INC(SNPS)2,565,5342,471,914-93,6201,321,0191,412,6990.42%+91,680
CME GROUP INC(CME)02,922,515+2,922,5150629,1880.19%+629,188
CNH INDL N V
SHS
07,036,026+7,036,026091,1870.03%+91,187
RB GLOBAL INC(RBA)010,109,583+10,109,5830770,0470.23%+770,047
HUNT J B TRANS SVCS INC(JBHT)983,7031,441,172+457,469196,485287,1540.09%+90,669
VALERO ENERGY CORP(VLO)02,236,115+2,236,1150381,6820.11%+381,682
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