Fund HoldingsMASSACHUSETTS FINANCIAL SERVICES CO /MA/

Total Portfolio Value
$300.81B
Total Bought
$19.36B
Total Sold
$41.21B
Net Transaction
-$21.84B
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
QIAGEN NV(QGEN)025,301,347+25,301,34701,015,8490.34%+1,015,849
THE CIGNA GROUP(CI)011,654,993+11,654,99303,834,4931.27%+3,834,493
PROGRESSIVE CORP(PGR)013,482,492+13,482,49203,815,6801.27%+3,815,680
WELLS FARGO CO NEW(WFC)2,846,01510,740,934+7,894,919199,904771,0920.26%+571,188
PHILIP MORRIS INTL INC(PM)09,018,628+9,018,62801,431,5270.48%+1,431,527
FRANCO NEV CORP(FNV)012,207,413+12,207,41301,923,4000.64%+1,923,400
ABBOTT LABS014,451,305+14,451,30501,916,9660.64%+1,916,966
JOHNSON & JOHNSON(JNJ)018,282,410+18,282,41003,031,9551.01%+3,031,955
AGNICO EAGLE MINES LTD(AEM)013,441,198+13,441,19801,457,1600.48%+1,457,160
NETFLIX INC(NFLX)976,9241,387,159+410,235870,7521,293,5670.43%+422,815
SPOTIFY TECHNOLOGY S A(SPOT)3,414,4353,526,988+112,5531,527,5501,939,9490.64%+412,399
MCKESSON CORP(MCK)4,719,6804,603,533-116,1472,689,7933,098,1321.03%+408,339
EXXON MOBIL CORP020,256,504+20,256,50402,409,1060.80%+2,409,106
CBRE GROUP INC(CBRE)1,232,9623,913,299+2,680,337161,876511,7810.17%+349,906
MEDTRONIC PLC(MDT)022,278,023+22,278,02302,001,9030.67%+2,001,903
OKTA INC(OKTA)869,3623,699,944+2,830,58268,506389,3080.13%+320,802
OREILLY AUTOMOTIVE INC(ORLY)0583,812+583,8120836,3570.28%+836,357
STARBUCKS CORP(SBUX)04,552,921+4,552,9210446,5960.15%+446,596
MARSH & MCLENNAN COS INC(MRSH)010,097,141+10,097,14102,464,0050.82%+2,464,005
LINDE PLC(LIN)07,128,712+7,128,71203,319,4131.10%+3,319,413
DUKE ENERGY CORP NEW(DUK)018,107,625+18,107,62502,208,5870.73%+2,208,587
ABBVIE INC(ABBV)08,850,246+8,850,24601,854,3040.62%+1,854,304
CME GROUP INC(CME)2,169,9992,818,590+648,591503,939747,7440.25%+243,805
CRH PLC
ORD
7,195,37210,303,788+3,108,416665,716906,4240.30%+240,708
KENVUE INC(KVUE)97,661,34496,871,731-789,6132,085,0702,322,9840.77%+237,914
GUIDEWIRE SOFTWARE INC(GWRE)4,436,8735,157,195+720,322747,968966,2520.32%+218,284
PNC FINL SVCS GROUP INC(PNC)7,538,3109,502,467+1,964,1571,453,7631,670,2490.56%+216,486
STERIS PLC(STE)05,439,349+5,439,34901,232,8280.41%+1,232,828
ELASTIC N V
ORD SHS
02,288,128+2,288,1280203,8720.07%+203,872
RTX CORPORATION(RTX)014,597,120+14,597,12001,933,5350.64%+1,933,535
SIMON PPTY GROUP INC NEW(SPG)01,188,446+1,188,4460197,3770.07%+197,377
CHENIERE ENERGY INC(LNG)4,126,5124,660,545+534,033886,6641,078,4500.36%+191,786
APPLOVIN CORP(APP)0804,254+804,2540213,1030.07%+213,103
CROWDSTRIKE HLDGS INC(CRWD)0533,355+533,3550188,0500.06%+188,050
FISERV INC(FISV)8,030,8898,284,433+253,5441,649,7051,829,4510.61%+179,746
REXFORD INDL RLTY INC(REXR)07,751,922+7,751,9220303,4880.10%+303,488
BECTON DICKINSON & CO(BDX)6,175,8996,843,856+667,9571,401,1261,567,6540.52%+166,527
GALLAGHER ARTHUR J & CO(AJG)02,873,049+2,873,0490991,8910.33%+991,891
GE VERNOVA INC(GEV)1,314,2881,937,018+622,730432,309591,3330.20%+159,024
CHUBB LIMITED
COM
07,725,355+7,725,35502,332,9800.78%+2,332,980
COUPANG INC(CPNG)1,618,7508,686,580+7,067,83035,580190,4970.06%+154,917
PEGASYSTEMS INC(PEGA)02,174,179+2,174,1790151,1490.05%+151,149
FERGUSON ENTERPRISES INC(FERG)01,020,522+1,020,5220163,5180.05%+163,518
WHEATON PRECIOUS METALS CORP(WPM)07,047,771+7,047,7710547,1180.18%+547,118
BJS WHSL CLUB HLDGS INC(BJ)03,228,685+3,228,6850368,3930.12%+368,393
EXPAND ENERGY CORPORATION(EXE)3,745,3784,656,199+910,821372,852518,3280.17%+145,476
POOL CORP(POOL)0455,163+455,1630144,9010.05%+144,901
CHECK POINT SOFTWARE TECH LT
ORD
04,944,107+4,944,10701,126,8610.37%+1,126,861
SOUTHERN CO(SO)021,178,566+21,178,56601,947,3690.65%+1,947,369
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)5,269,2165,358,309+89,093969,9571,110,5100.37%+140,552
EXELON CORP(EXC)015,837,173+15,837,1730729,7770.24%+729,777
ELEVANCE HEALTH INC(ELV)02,426,828+2,426,82801,055,5730.35%+1,055,573
EMERSON ELEC CO(EMR)632,6141,966,453+1,333,83978,400215,6020.07%+137,202
RB GLOBAL INC(RBA)9,888,65610,241,186+352,530892,0561,027,1910.34%+135,135
MASTERCARD INCORPORATED(MA)05,072,427+5,072,42702,780,2990.92%+2,780,299
HOWMET AEROSPACE INC(HWM)015,161,551+15,161,55101,966,9080.65%+1,966,908
LPL FINL HLDGS INC(LPLA)1,115,7081,516,060+400,352364,290495,9640.16%+131,674
ROBLOX CORP(RBLX)1,048,9183,256,815+2,207,89760,690189,8400.06%+129,149
DEXCOM INC(DXCM)03,194,829+3,194,8290218,1750.07%+218,175
NORDSON CORP(NDSN)01,019,658+1,019,6580205,6850.07%+205,685
MONDELEZ INTL INC(MDLZ)017,072,476+17,072,47601,158,3670.39%+1,158,367
LIVE NATION ENTERTAINMENT IN(LYV)1,919,6302,804,375+884,745248,592366,1950.12%+117,603
PEPSICO INC(PEP)010,878,718+10,878,71801,631,1550.54%+1,631,155
HDFC BANK LTD(HDB)06,250,093+6,250,0930415,2560.14%+415,256
FIFTH THIRD BANCORP(FITB)02,905,602+2,905,6020113,9000.04%+113,900
CHEVRON CORP NEW(CVX)07,201,292+7,201,29201,204,7040.40%+1,204,704
V F CORP(VFC)06,827,374+6,827,3740105,9610.04%+105,961
HESS CORP03,562,099+3,562,0990568,9740.19%+568,974
CONOCOPHILLIPS(COP)024,867,788+24,867,78802,611,6150.87%+2,611,615
HEALTHCARE RLTY TR(HR)05,965,515+5,965,5150100,8170.03%+100,817
ARAMARK(ARMK)13,593,73417,605,896+4,012,162507,182607,7560.20%+100,573
SYNCHRONY FINANCIAL(SYF)02,179,984+2,179,9840115,4080.04%+115,408
TRAVELERS COMPANIES INC(TRV)05,852,915+5,852,91501,547,8620.51%+1,547,862
TORONTO DOMINION BK ONT(TD)012,396,341+12,396,3410743,0370.25%+743,037
JAMES HARDIE INDS PLC03,729,137+3,729,137087,8580.03%+87,858
EPAM SYS INC(EPAM)818,8811,628,304+809,423191,471274,9230.09%+83,452
EXPEDIA GROUP INC(EXPE)0493,605+493,605082,9750.03%+82,975
VERISK ANALYTICS INC(VRSK)04,417,489+4,417,48901,314,7330.44%+1,314,733
HIGHWOODS PPTYS INC(HIW)06,118,701+6,118,7010181,3580.06%+181,358
OMNICOM GROUP INC(OMC)5,973,0617,178,226+1,205,165513,922595,1470.20%+81,225
AMERICOLD REALTY TRUST INC(COLD)04,158,779+4,158,779089,2470.03%+89,247
AMERICAN ELEC PWR CO INC04,841,564+4,841,5640529,0380.18%+529,038
CMS ENERGY CORP(CMS)9,741,3899,628,648-112,741649,264723,2080.24%+73,944
PDD HOLDINGS INC(PDD)01,084,979+1,084,9790128,4070.04%+128,407
UNITED STATES STL CORP NEW05,440,069+5,440,0690229,8970.08%+229,897
AMERICAN TOWER CORP NEW(AMT)03,170,522+3,170,5220689,9060.23%+689,906
PROLOGIS INC.(PLD)016,253,561+16,253,56101,816,9860.60%+1,816,986
CORTEVA INC(CTVA)012,342,205+12,342,2050776,6950.26%+776,695
VERTEX PHARMACEUTICALS INC(VRTX)02,024,908+2,024,9080981,7160.33%+981,716
HUBSPOT INC(HUBS)676,074927,927+251,853471,068530,1150.18%+59,047
BAIDU INC0807,322+807,322074,2980.02%+74,298
HARTFORD INSURANCE GROUP INC(HIG)03,509,098+3,509,0980434,1810.14%+434,181
VALE S A015,932,405+15,932,4050159,0050.05%+159,005
VEEVA SYS INC(VEEV)03,165,111+3,165,1110733,1350.24%+733,135
LEIDOS HOLDINGS INC(LDOS)02,336,222+2,336,2220315,2500.10%+315,250
PROCTER AND GAMBLE CO(PG)01,444,713+1,444,7130246,2080.08%+246,208
KIMBERLY-CLARK CORP(KMB)05,523,552+5,523,5520785,5600.26%+785,560
MOODYS CORP(MCO)01,586,672+1,586,6720738,8970.25%+738,897
GE AEROSPACE(GE)03,371,070+3,371,0700674,7200.22%+674,720
TKO GROUP HOLDINGS INC(TKO)1,752,4961,962,965+210,469249,047299,9610.10%+50,913
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