Fund HoldingsMASSACHUSETTS FINANCIAL SERVICES CO /MA/

Total Portfolio Value
$285.37B
Total Bought
$13.67B
Total Sold
$31.98B
Net Transaction
-$18.30B
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
META PLATFORMS INC(META)5,538,9168,632,631+3,093,7151,589,5582,591,6020.91%+1,002,044
ABBVIE INC(ABBV)06,032,374+6,032,3740899,1860.32%+899,186
KENVUE INC(KVUE)061,091,189+61,091,18901,226,7110.43%+1,226,711
ELI LILLY & CO(LLY)2,665,3863,310,859+645,4731,250,0131,778,3620.62%+528,349
CRH PLC
ORD
07,649,420+7,649,4200418,6530.15%+418,653
UBS GROUP AG(UBS)112,422,165108,876,276-3,545,8892,278,7972,683,8000.94%+405,003
CONOCOPHILLIPS(COP)28,214,19127,563,148-651,0432,923,2723,302,0651.16%+378,793
ALPHABET INC(GOOG)57,119,43654,865,466-2,253,9706,837,1967,179,6952.52%+342,498
MCKESSON CORP(MCK)4,440,3565,148,794+708,4381,897,4092,238,9530.78%+341,545
SCHWAB CHARLES CORP(SCHW)23,580,01829,775,952+6,195,9341,336,5151,634,7000.57%+298,184
UBER TECHNOLOGIES INC(UBER)05,927,926+5,927,9260272,6250.10%+272,625
ARGENX SE(ARGX)0581,586+581,5860285,9250.10%+285,925
PG&E CORP(PCG)65,341,88883,522,320+18,180,4321,129,1081,347,2150.47%+218,107
WEST PHARMACEUTICAL SVSC INC(WST)0573,043+573,0430215,0110.08%+215,011
ANALOG DEVICES INC(ADI)11,370,74113,868,437+2,497,6962,215,1342,428,2250.85%+213,091
DATADOG INC(DDOG)02,082,204+2,082,2040189,6680.07%+189,668
NVIDIA CORPORATION(NVDA)8,616,2278,802,773+186,5463,644,8363,829,1181.34%+184,282
DIAMONDBACK ENERGY INC(FANG)03,007,599+3,007,5990465,8170.16%+465,817
HESS CORP7,486,4407,790,382+303,9421,017,7821,191,9280.42%+174,147
VERISK ANALYTICS INC(VRSK)7,130,2467,523,191+392,9451,611,6501,777,2790.62%+165,629
THE CIGNA GROUP(CI)11,488,14811,833,753+345,6053,223,5743,385,2821.19%+161,707
CHUBB LIMITED
COM
11,334,86211,234,669-100,1932,182,6412,338,8330.82%+156,192
SUNCOR ENERGY INC NEW(SU)020,658,847+20,658,8470709,8350.25%+709,835
MASIMO CORP01,513,449+1,513,4490132,6990.05%+132,699
PIONEER NAT RES CO7,446,3027,292,227-154,0751,542,7251,673,9310.59%+131,206
LPL FINL HLDGS INC(LPLA)0568,292+568,2920135,0550.05%+135,055
FLEETCOR TECHNOLOGIES INC0540,425+540,4250137,9920.05%+137,992
BIO RAD LABS INC0323,717+323,7170116,0360.04%+116,036
VEEVA SYS INC(VEEV)02,045,414+2,045,4140416,1390.15%+416,139
MORNINGSTAR INC(MORN)01,007,748+1,007,7480236,0550.08%+236,055
DRAFTKINGS INC NEW(DKNG)03,643,873+3,643,8730107,2760.04%+107,276
BECTON DICKINSON & CO(BDX)4,680,2665,192,832+512,5661,235,6371,342,5030.47%+106,866
NORFOLK SOUTHN CORP(NSC)0524,160+524,1600103,2230.04%+103,223
DIGITAL RLTY TR INC(DLR)(Put)0830,000+830,0000100,447+100,447
HUBSPOT INC(HUBS)0241,203+241,2030118,7920.04%+118,792
DOW INC(DOW)01,885,661+1,885,661097,2250.03%+97,225
NIKE INC(NKE)05,791,531+5,791,5310553,7860.19%+553,786
CHESAPEAKE ENERGY CORP(EXE)04,104,685+4,104,6850353,9470.12%+353,947
HUBBELL INC(HUBB)01,020,067+1,020,0670319,6990.11%+319,699
MARVELL TECHNOLOGY INC(MRVL)07,043,353+7,043,3530381,2570.13%+381,257
NVENT ELECTRIC PLC(NVT)03,952,040+3,952,0400209,4190.07%+209,419
EATON CORP PLC(ETN)14,965,50714,519,691-445,8163,009,5633,096,7601.09%+87,196
GFL ENVIRONMENTAL INC(GFL)012,543,970+12,543,9700398,3960.14%+398,396
RB GLOBAL INC(RBA)010,320,114+10,320,1140645,0070.23%+645,007
SUMMIT MATLS INC05,512,959+5,512,9590171,6740.06%+171,674
FEDERAL RLTY INVT TR NEW(FRT)0886,482+886,482080,3420.03%+80,342
CORTEVA INC(CTVA)011,095,076+11,095,0760567,6240.20%+567,624
BIOGEN INC(BIIB)0446,602+446,6020114,7810.04%+114,781
PHILLIPS 66(PSX)01,214,738+1,214,7380145,9510.05%+145,951
TRANSDIGM GROUP INC(TDG)081,690+81,690068,8750.02%+68,875
XCEL ENERGY INC(XEL)15,962,54218,521,863+2,559,321992,3911,059,8210.37%+67,430
CATERPILLAR INC(CAT)0536,083+536,0830146,3510.05%+146,351
SPOTIFY TECHNOLOGY S A(SPOT)03,699,008+3,699,0080572,0150.20%+572,015
CAPITAL ONE FINL CORP(COF)(Put)0620,000+620,000060,171+60,171
INTUIT(INTU)01,318,502+1,318,5020673,6750.24%+673,675
EOG RES INC(EOG)06,258,103+6,258,1030793,2770.28%+793,277
CHECK POINT SOFTWARE TECH LT
ORD
7,847,8457,807,581-40,264985,8461,040,5940.36%+54,748
VALERO ENERGY CORP(VLO)02,301,924+2,301,9240326,2060.11%+326,206
M & T BK CORP(MTB)01,726,434+1,726,4340218,3080.08%+218,308
TRINET GROUP INC(TNET)0807,212+807,212094,0240.03%+94,024
PROGRESSIVE CORP(PGR)14,789,49514,414,910-374,5851,957,6852,007,9970.70%+50,312
EXXON MOBIL CORP02,255,666+2,255,6660265,2210.09%+265,221
TECHNIPFMC PLC(FTI)010,214,539+10,214,5390207,7640.07%+207,764
CHEMED CORP NEW(CHE)091,697+91,697047,6550.02%+47,655
ASSURANT INC(AIZ)01,865,496+1,865,4960267,8480.09%+267,848
BOSTON PROPERTIES INC(BXP)0734,851+734,851043,7090.02%+43,709
ALPHABET INC(GOOG)9,527,9549,060,699-467,2551,152,5971,194,6530.42%+42,057
CHARTER COMMUNICATIONS INC N(CHTR)3,537,6293,049,247-488,3821,299,6191,341,1200.47%+41,501
KKR & CO INC(KKR)09,837,613+9,837,6130605,9970.21%+605,997
BANK NEW YORK MELLON CORP01,620,749+1,620,749069,1250.02%+69,125
HEXCEL CORP NEW(HXL)0601,975+601,975039,2130.01%+39,213
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
02,410,163+2,410,1630158,9500.06%+158,950
UNIVERSAL HLTH SVCS INC(UHS)01,967,220+1,967,2200247,3390.09%+247,339
REXFORD INDL RLTY INC(REXR)01,591,399+1,591,399078,5360.03%+78,536
ASHLAND INC(ASH)02,260,333+2,260,3330184,6240.06%+184,624
DUN & BRADSTREET HLDGS INC035,527,102+35,527,1020354,9160.12%+354,916
NORTHWESTERN CORP(NWE)0759,728+759,728036,5130.01%+36,513
AMPHENOL CORP NEW12,580,98313,145,093+564,1101,068,7551,104,0560.39%+35,302
PETROLEO BRASILEIRO SA PETRO
SP ADR NON VTG
027,425,883+27,425,8830376,0090.13%+376,009
ONTO INNOVATION INC(ONTO)0271,938+271,938034,6780.01%+34,678
SERVICENOW INC(NOW)2,128,1502,200,720+72,5701,195,9561,230,1140.43%+34,158
DUPONT DE NEMOURS INC(DD)23,410,17922,859,910-550,2691,672,4231,705,1210.60%+32,698
PAGERDUTY INC01,432,129+1,432,129032,2090.01%+32,209
LIBERTY BROADBAND CORP(LBRDA)04,881,941+4,881,9410445,8190.16%+445,819
EXTRA SPACE STORAGE INC(EXR)03,032,090+3,032,0900368,6420.13%+368,642
PERMIAN RESOURCES CORP(PR)06,694,799+6,694,799093,4590.03%+93,459
AES CORP(AES)0465,277+465,277028,3820.01%+28,382
CUBESMART(CUBE)01,841,190+1,841,190070,2050.02%+70,205
INSPERITY INC(NSP)0282,058+282,058027,5290.01%+27,529
HALLIBURTON CO(HAL)03,342,520+3,342,5200135,3720.05%+135,372
LEIDOS HOLDINGS INC(LDOS)03,044,206+3,044,2060280,5540.10%+280,554
SYNOPSYS INC(SNPS)2,484,1832,412,481-71,7021,081,6381,107,2560.39%+25,618
MSCI INC(MSCI)2,655,7842,477,563-178,2211,246,3331,271,1880.45%+24,855
FACTSET RESH SYS INC(FDS)0347,978+347,9780152,1570.05%+152,157
VMWARE INC0138,902+138,902023,1240.01%+23,124
ODDITY TECH LTD
SHS CL A
0793,753+793,753022,5030.01%+22,503
TRANE TECHNOLOGIES PLC(TT)03,186,108+3,186,1080646,4930.23%+646,493
ASCENDIS PHARMA A/S(ASND)01,264,470+1,264,4700118,4050.04%+118,405
TJX COS INC NEW(TJX)03,244,512+3,244,5120288,3720.10%+288,372
TARGA RES CORP(TRGP)02,024,255+2,024,2550173,5190.06%+173,519
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