Fund HoldingsMASSACHUSETTS FINANCIAL SERVICES CO /MA/

Total Portfolio Value
$309.32B
Total Bought
$19.97B
Total Sold
$26.47B
Net Transaction
-$6.50B
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)037,401,359+37,401,359014,064,4074.55%+14,064,407
NVIDIA CORPORATION(NVDA)8,802,7739,275,578+472,8053,829,1184,593,4521.48%+764,334
AMAZON COM INC(AMZN)031,560,517+31,560,51704,795,3051.55%+4,795,305
CHEVRON CORP NEW(CVX)04,602,805+4,602,8050686,5540.22%+686,554
RTX CORPORATION(RTX)015,309,688+15,309,68801,288,1570.42%+1,288,157
META PLATFORMS INC(META)8,632,6319,222,781+590,1502,591,6023,264,4961.06%+672,893
TAIWAN SEMICONDUCTOR MFG LTD(TSM)028,443,595+28,443,59502,958,1340.96%+2,958,134
AGILENT TECHNOLOGIES INC(A)013,246,489+13,246,48901,841,6590.60%+1,841,659
JPMORGAN CHASE & CO(JPM)029,498,573+29,498,57305,017,7071.62%+5,017,707
ANALOG DEVICES INC(ADI)13,868,43715,065,652+1,197,2152,428,2252,991,4360.97%+563,211
SCHWAB CHARLES CORP(SCHW)29,775,95230,994,967+1,219,0151,634,7002,132,4540.69%+497,754
APPLE INC(AAPL)029,278,570+29,278,57005,637,0031.82%+5,637,003
ELEVANCE HEALTH INC(ELV)0990,628+990,6280467,1410.15%+467,141
VISA INC(V)020,601,542+20,601,54205,363,6111.73%+5,363,611
UBS GROUP AG(UBS)108,876,276101,649,572-7,226,7042,683,8003,140,9721.02%+457,172
TARGET CORP(TGT)010,163,864+10,163,86401,447,5380.47%+1,447,538
KLA CORP(KLAC)03,354,893+3,354,89301,950,1990.63%+1,950,199
TRANSUNION(TRU)07,029,897+7,029,8970483,0240.16%+483,024
ABBVIE INC(ABBV)6,032,3748,422,613+2,390,239899,1861,305,2520.42%+406,067
ACCENTURE PLC IRELAND
SHS CLASS A
012,902,824+12,902,82404,527,7301.46%+4,527,730
SERVICENOW INC(NOW)2,200,7202,281,748+81,0281,230,1141,612,0320.52%+381,918
PROGRESSIVE CORP(PGR)14,414,91014,935,652+520,7422,007,9972,378,9510.77%+370,954
CADENCE DESIGN SYSTEM INC(CDNS)010,699,603+10,699,60302,914,2510.94%+2,914,251
PROLOGIS INC.(PLD)016,435,675+16,435,67502,190,8750.71%+2,190,875
GOLDMAN SACHS GROUP INC(GS)05,195,203+5,195,20302,004,1530.65%+2,004,153
LINDE PLC(LIN)011,504,625+11,504,62504,725,0651.53%+4,725,065
HONEYWELL INTL INC(HON)015,035,829+15,035,82903,153,1641.02%+3,153,164
UNION PAC CORP(UNP)010,029,376+10,029,37602,463,4150.80%+2,463,415
AMERICAN EXPRESS CO(AXP)010,502,519+10,502,51901,967,5420.64%+1,967,542
RYANAIR HOLDINGS PLC(RYAAY)09,655,230+9,655,23001,287,6210.42%+1,287,621
MORGAN STANLEY(MS)020,197,232+20,197,23201,883,3920.61%+1,883,392
CANADIAN NATL RY CO(CNI)016,644,360+16,644,36002,091,0310.68%+2,091,031
GARTNER INC(IT)03,132,311+3,132,31101,413,0170.46%+1,413,017
WILLIS TOWERS WATSON PLC LTD(WTW)09,670,510+9,670,51002,332,5270.75%+2,332,527
KKR & CO INC(KKR)9,837,61310,203,062+365,449605,997845,3240.27%+239,327
PNC FINL SVCS GROUP INC(PNC)07,321,471+7,321,47101,133,7300.37%+1,133,730
DEXCOM INC(DXCM)01,867,785+1,867,7850231,7730.07%+231,773
UBER TECHNOLOGIES INC(UBER)5,927,9267,979,474+2,051,548272,625491,2960.16%+218,671
SYNOPSYS INC(SNPS)2,412,4812,565,534+153,0531,107,2561,321,0190.43%+213,763
ASML HOLDING N V
N Y REGISTRY SHS
01,173,324+1,173,3240888,1120.29%+888,112
CITIGROUP INC(C)021,765,375+21,765,37501,119,6110.36%+1,119,611
KENVUE INC(KVUE)61,091,18966,665,454+5,574,2651,226,7111,435,3070.46%+208,596
AMPHENOL CORP NEW13,145,09313,212,184+67,0911,104,0561,309,7240.42%+205,667
NORTHERN TR CORP(NTRS)06,533,855+6,533,8550551,3270.18%+551,327
GENERAL DYNAMICS CORP(GD)07,417,488+7,417,48801,926,0990.62%+1,926,099
EQUIFAX INC(EFX)05,392,995+5,392,99501,333,6340.43%+1,333,634
HUNT J B TRANS SVCS INC(JBHT)0983,703+983,7030196,4850.06%+196,485
PEPSICO INC(PEP)08,421,163+8,421,16301,430,2500.46%+1,430,250
NXP SEMICONDUCTORS N V
COM
08,781,206+8,781,20602,016,8670.65%+2,016,867
MONOLITHIC PWR SYS INC(MPWR)01,056,183+1,056,1830666,2190.22%+666,219
XCEL ENERGY INC(XEL)18,521,86319,994,298+1,472,4351,059,8211,237,8470.40%+178,026
PG&E CORP(PCG)83,522,32084,516,243+993,9231,347,2151,523,8280.49%+176,613
VULCAN MATLS CO(VMC)07,640,884+7,640,88401,734,5570.56%+1,734,557
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)04,691,926+4,691,9260755,1650.24%+755,165
NASDAQ INC(NDAQ)024,199,020+24,199,02001,406,9310.45%+1,406,931
BLACKROCK INC(BLK)01,140,895+1,140,8950926,1790.30%+926,179
HOWMET AEROSPACE INC(HWM)023,097,213+23,097,21301,250,0210.40%+1,250,021
VERALTO CORP(VLTO)01,919,825+1,919,8250157,9250.05%+157,925
EATON CORP PLC(ETN)14,519,69113,498,294-1,021,3973,096,7603,250,6591.05%+153,899
MARRIOTT INTL INC NEW(MAR)06,579,905+6,579,90501,483,8340.48%+1,483,834
EXTRA SPACE STORAGE INC(EXR)3,032,0903,219,030+186,940368,642516,1070.17%+147,466
QIAGEN NV(QGEN)024,066,569+24,066,56901,045,2110.34%+1,045,211
HUBSPOT INC(HUBS)241,203451,341+210,138118,792262,0220.08%+143,229
DATADOG INC(DDOG)2,082,2042,733,448+651,244189,668331,7860.11%+142,118
DUN & BRADSTREET HLDGS INC35,527,10242,420,747+6,893,645354,916496,3230.16%+141,407
MASTERCARD INCORPORATED(MA)06,278,689+6,278,68902,677,9240.87%+2,677,924
AGCO CORP01,192,533+1,192,5330144,7850.05%+144,785
INTUIT(INTU)1,318,5021,300,110-18,392673,675812,6080.26%+138,932
SBA COMMUNICATIONS CORP NEW(SBAC)01,958,156+1,958,1560496,7650.16%+496,765
TRAVELERS COMPANIES INC(TRV)07,266,584+7,266,58401,384,2120.45%+1,384,212
MOODYS CORP(MCO)01,249,725+1,249,7250488,0930.16%+488,093
MID-AMER APT CMNTYS INC(MAA)01,451,578+1,451,5780195,1790.06%+195,179
LULULEMON ATHLETICA INC(LULU)01,056,787+1,056,7870540,3250.17%+540,325
SALESFORCE INC(CRM)02,164,080+2,164,0800569,4560.18%+569,456
ILLINOIS TOOL WKS INC(ITW)04,623,502+4,623,50201,211,0800.39%+1,211,080
AMERICAN TOWER CORP NEW(AMT)02,578,811+2,578,8110556,7140.18%+556,714
SPOTIFY TECHNOLOGY S A(SPOT)3,699,0083,694,193-4,815572,015694,1760.22%+122,161
VERTEX PHARMACEUTICALS INC(VRTX)03,625,802+3,625,80201,475,3030.48%+1,475,303
DISCOVER FINL SVCS01,077,516+1,077,5160121,1130.04%+121,113
ALLEGION PLC(ALLE)0954,763+954,7630120,9590.04%+120,959
LAM RESEARCH CORP(LRCX)01,029,309+1,029,3090806,2170.26%+806,217
JACOBS SOLUTIONS INC(J)01,658,049+1,658,0490215,2150.07%+215,215
PPG INDS INC(PPG)08,002,668+8,002,66801,196,7990.39%+1,196,799
GENERAL MLS INC(GIS)03,442,653+3,442,6530224,2540.07%+224,254
INTEL CORP(INTC)07,738,025+7,738,0250388,8360.13%+388,836
BANK AMERICA CORP018,590,562+18,590,5620625,9440.20%+625,944
COSTAR GROUP INC(CSGP)011,826,704+11,826,70401,033,5360.33%+1,033,536
DUKE ENERGY CORP NEW(DUK)018,699,484+18,699,48401,814,5980.59%+1,814,598
CRH PLC
ORD
7,649,4207,631,622-17,798418,653527,8030.17%+109,150
ALLIANT ENERGY CORP(LNT)04,802,777+4,802,7770246,3820.08%+246,382
GUIDEWIRE SOFTWARE INC(GWRE)0965,799+965,7990105,3110.03%+105,311
BRUKER CORP(BRKR)08,080,071+8,080,0710593,7240.19%+593,724
ADOBE INC(ADBE)01,462,027+1,462,0270872,2450.28%+872,245
HILTON WORLDWIDE HLDGS INC(HLT)03,608,782+3,608,7820657,1230.21%+657,123
WINGSTOP INC(WING)0404,938+404,9380103,8990.03%+103,899
EAST WEST BANCORP INC(EWBC)03,215,701+3,215,7010231,3700.07%+231,370
STARBUCKS CORP(SBUX)04,473,015+4,473,0150429,4540.14%+429,454
DISNEY WALT CO(DIS)011,342,774+11,342,77401,024,1390.33%+1,024,139
LOWES COS INC(LOW)07,968,132+7,968,13201,773,3080.57%+1,773,308
HUBBELL INC(HUBB)1,020,0671,268,560+248,493319,699417,2670.13%+97,568
Page 1 of 1