Massachusetts Financial Services Co.
Annual return
—
SPY
—
Alpha
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Invested
$595B
Holdings
943
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q4 2025: New position (663.1k shares)
4.1%
02
$MSFT
MICROSOFT CORP
Q4 2025: New position (2.01M shares)
3.8%
03
$AAPL
APPLE INC
Q4 2025: Sold 6.2% (323.2k → 303.1k shares)
2.8%
04
$GOOGL
ALPHABET INC
Q4 2025: Sold 8.0% (2.59M → 2.38M shares)
2.5%
05
$AMZN
AMAZON COM INC
Q4 2025: Increased +37.4% (2.34M → 3.21M shares)
2.3%
06
$JPM
JPMORGAN CHASE & CO
Q4 2025: Sold 3.8% (38.9k → 37.4k shares)
1.5%
07
$AVGO
BROADCOM INC
Q4 2025: Sold 2.7% (146.1k → 142.1k shares)
1.2%
08
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q4 2025: New position (78.8k shares)
1.2%
09
$JNJ
JOHNSON & JOHNSON
Q4 2025: Sold 5.6% (49.0k → 46.3k shares)
1.2%
10
$CI
THE CIGNA GROUP
Q4 2025: Sold 3.5% (49.2k → 47.5k shares)
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 05:43 UTC.