Full & Historical Holdings

Massachusetts Investors Trust


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Based on Market Value Based on Equivalent Exposure
CUSIP/SEDOL Ticker Securities
(on 08-31-25)
Shares or Par Amount Value Percent of Net Assets Value Percent of Net Assets Market Cap ($mm) GICS Sectors

The Global Industry Classification Standard (GICS®) was developed by and/or is the exclusive property of MSCI, Inc. and S&P Global Market Intelligence Inc. ("S&P Global Market Intelligence"). GICS is a service mark of MSCI and S&P Global Market Intelligence and has been licensed for use by MFS. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.

Country
59491810 MSFT US Microsoft Corp 1,200,873 $608,470,340.37 8.91% $608,470,340.37 8.91% 3,766,733.46 Information Technology United States
67066G10 NVDA US NVIDIA Corp 2,583,413 $449,978,876.34 6.59% $449,978,876.34 6.59% 4,240,760.46 Information Technology United States
02313510 AMZN US Amazon.com Inc 1,614,203 $369,652,487.00 5.41% $369,652,487.00 5.41% 2,442,264.85 Consumer Discretionary United States
02079K30 GOOGL US Alphabet Inc Class A 1,385,356 $294,956,145.96 4.32% $294,956,145.96 4.32% 2,577,062.64 Communication Services United States
03783310 AAPL US Apple Inc 1,186,856 $275,516,751.84 4.03% $275,516,751.84 4.03% 3,448,839.45 Information Technology United States
30303M10 META US Meta Platforms Inc 371,068 $274,107,931.60 4.01% $274,107,931.60 4.01% 1,858,569.20 Communication Services United States
46625H10 JPM US JPMorgan Chase & Co 628,418 $189,417,753.56 2.77% $189,417,753.56 2.77% 828,830.85 Financials United States
92826C83 V US Visa Inc 406,390 $142,959,874.20 2.09% $142,959,874.20 2.09% 679,287.18 Financials United States
57636Q10 MA US Mastercard Inc 233,304 $138,883,538.16 2.03% $138,883,538.16 2.03% 539,332.74 Financials United States
G2918310 ETN US Eaton Corp PLC 347,519 $121,332,783.66 1.78% $121,332,783.66 1.78% 135,920.20 Industrials United States
79466L30 CRM US Salesforce Inc 467,753 $119,861,706.25 1.75% $119,861,706.25 1.75% 245,487.50 Information Technology United States
74271810 PG US Procter & Gamble Co 698,019 $109,616,903.76 1.60% $109,616,903.76 1.60% 367,846.04 Consumer Staples United States
38141G10 GS US Goldman Sachs Group Inc 146,618 $109,267,064.50 1.60% $109,267,064.50 1.60% 232,145.38 Financials United States
G8705210 TEL US TE Connectivity PLC 520,059 $107,392,183.50 1.57% $107,392,183.50 1.57% 61,090.96 Information Technology United States
G5960L10 MDT US Medtronic PLC 1,148,974 $106,636,276.94 1.56% $106,636,276.94 1.56% 119,046.08 Health Care United States
20825C10 COP US ConocoPhillips 1,041,009 $103,028,660.73 1.51% $103,028,660.73 1.51% 123,607.82 Energy United States
G0403H10 AON US Aon PLC 276,231 $101,376,777.00 1.48% $101,376,777.00 1.48% 79,161.90 Financials United States
12572Q10 CME US CME Group Inc 373,759 $99,610,511.09 1.46% $99,610,511.09 1.46% 96,044.08 Financials United States
98389B10 XEL US Xcel Energy Inc 1,331,358 $96,377,005.62 1.41% $96,377,005.62 1.41% 42,813.34 Utilities United States
M2246510 CHKP US Check Point Software Technologies Ltd 498,026 $96,188,741.64 1.41% $96,188,741.64 1.41% 20,930.39 Information Technology Israel
47816010 JNJ US Johnson & Johnson 542,822 $96,171,773.74 1.41% $96,171,773.74 1.41% 426,685.40 Health Care United States
G8473T10 STE US STERIS PLC 378,079 $92,652,039.74 1.36% $92,652,039.74 1.36% 24,138.41 Health Care United States
44320110 HWM US Howmet Aerospace Inc 529,590 $92,201,619.00 1.35% $92,201,619.00 1.35% 70,336.40 Industrials United States
G9662910 WTW US Willis Towers Watson PLC 280,376 $91,624,073.04 1.34% $91,624,073.04 1.34% 31,977.38 Financials United States
H1467J10 CB US Chubb Ltd 326,120 $89,705,828.40 1.31% $89,705,828.40 1.31% 109,667.74 Financials United States
22160K10 COST US Costco Wholesale Corp 95,037 $89,650,302.84 1.31% $89,650,302.84 1.31% 418,380.34 Consumer Staples United States
75513E10 RTX US RTX Corp 560,518 $88,898,154.80 1.30% $88,898,154.80 1.30% 212,292.76 Industrials United States
33773810 FI US Fiserv Inc 639,574 $88,376,335.32 1.29% $88,376,335.32 1.29% 75,169.92 Financials United States
29101110 EMR US Emerson Electric Co 665,921 $87,901,572.00 1.29% $87,901,572.00 1.29% 74,289.60 Industrials United States
03027X10 AMT US American Tower Corp REIT 426,162 $86,873,123.70 1.27% $86,873,123.70 1.27% 95,453.01 Real Estate United States
51280730 LRCX US Lam Research Corp 839,164 $84,042,274.60 1.23% $84,042,274.60 1.23% 127,064.31 Information Technology United States
G0176J10 ALLE US Allegion plc 491,439 $83,446,342.20 1.22% $83,446,342.20 1.22% 14,576.74 Industrials United States
30231G10 XOM US Exxon Mobil Corp 723,578 $82,697,729.62 1.21% $82,697,729.62 1.21% 487,246.50 Energy United States
03265410 ADI US Analog Devices Inc 327,714 $82,357,805.34 1.21% $82,357,805.34 1.21% 123,633.32 Information Technology United States
12552310 CI US Cigna Group 271,768 $81,766,838.16 1.20% $81,766,838.16 1.20% 80,310.65 Health Care United States
G5495010 LIN US Linde PLC 159,169 $76,128,941.01 1.11% $76,128,941.01 1.11% 224,274.96 Materials United States
00282410 ABT US Abbott Laboratories 565,619 $75,035,016.54 1.10% $75,035,016.54 1.10% 230,889.42 Health Care United States
00846U10 A US Agilent Technologies Inc 591,693 $74,352,142.38 1.09% $74,352,142.38 1.09% 35,695.57 Health Care United States
03852U10 ARMK US Aramark 1,730,998 $67,699,331.78 0.99% $67,699,331.78 0.99% 10,280.10 Consumer Discretionary United States
06050510 BAC US Bank of America Corp 1,265,850 $64,229,229.00 0.94% $64,229,229.00 0.94% 377,337.09 Financials United States
07588710 BDX US Becton Dickinson & Co 327,685 $63,236,651.30 0.93% $63,236,651.30 0.93% 55,313.37 Health Care United States
84258710 SO US Southern Co 646,287 $59,652,290.10 0.87% $59,652,290.10 0.87% 101,534.38 Utilities United States
63110310 NDAQ US Nasdaq Inc 619,024 $58,646,333.76 0.86% $58,646,333.76 0.86% 54,372.61 Financials United States
92532F10 VRTX US Vertex Pharmaceuticals Inc 148,579 $58,097,360.58 0.85% $58,097,360.58 0.85% 100,253.88 Health Care United States
01880210 LNT US Alliant Energy Corp 884,542 $57,557,147.94 0.84% $57,557,147.94 0.84% 16,720.99 Utilities United States
03209510 APH US Amphenol Corp 521,657 $56,787,581.02 0.83% $56,787,581.02 0.83% 132,909.47 Information Technology United States
023740 DGE LN Diageo PLC 1,970,385 $54,568,401.78 0.80% $54,568,401.78 0.80% 61,629.13 Consumer Staples United Kingdom
19416210 CL US Colgate-Palmolive Co 648,480 $54,517,713.60 0.80% $54,517,713.60 0.80% 67,947.14 Consumer Staples United States
44351060 HUBB US Hubbell Inc 125,393 $54,043,129.07 0.79% $54,043,129.07 0.79% 22,902.81 Industrials United States
88250810 TXN US Texas Instruments Inc 245,983 $49,806,637.84 0.73% $49,806,637.84 0.73% 184,082.09 Information Technology United States
49177J10 KVUE US Kenvue Inc 2,356,673 $48,806,697.83 0.71% $48,806,697.83 0.71% 39,743.94 Consumer Staples United States
48248010 KLAC US KLA Corp 55,938 $48,777,936.00 0.71% $48,777,936.00 0.71% 115,124.06 Information Technology United States
04041320 ANET US Arista Networks Inc 343,887 $46,957,769.85 0.69% $46,957,769.85 0.69% 171,624.97 Information Technology United States
94106L10 WM US Waste Management Inc 205,509 $46,525,182.51 0.68% $46,525,182.51 0.68% 91,196.76 Industrials United States
406141 MC FP LVMH Moet Hennessy Louis Vuitton SE 78,669 $46,394,774.49 0.68% $46,394,774.49 0.68% 294,956.86 Consumer Discretionary France
03110010 AME US AMETEK Inc 234,983 $43,424,858.40 0.64% $43,424,858.40 0.64% 42,680.30 Industrials United States
92338C10 VLTO US Veralto Corp 385,283 $40,913,201.77 0.60% $40,913,201.77 0.60% 26,352.20 Industrials United States
29414B10 EPAM US EPAM Systems Inc 224,183 $39,536,913.88 0.58% $39,536,913.88 0.58% 9,822.71 Information Technology United States
88355610 TMO US Thermo Fisher Scientific Inc 79,119 $38,983,513.68 0.57% $38,983,513.68 0.57% 186,057.04 Health Care United States
87254010 TJX US TJX Cos Inc 283,014 $38,662,542.54 0.57% $38,662,542.54 0.57% 152,404.25 Consumer Discretionary United States
92974010 WAB US Westinghouse Air Brake Technologies Corp 193,135 $37,371,622.50 0.55% $37,371,622.50 0.55% 33,079.44 Industrials United States
68902V10 OTIS US Otis Worldwide Corp 427,023 $36,886,246.74 0.54% $36,886,246.74 0.54% 33,902.01 Industrials United States
G4705A10 ICLR US ICON PLC 186,074 $33,110,007.56 0.48% $33,110,007.56 0.48% 13,838.77 Health Care United States
98978V10 ZTS US Zoetis Inc 206,487 $32,294,566.80 0.47% $32,294,566.80 0.47% 69,433.15 Health Care United States
89400J10 TRU US TransUnion 351,981 $31,115,120.40 0.46% $31,115,120.40 0.46% 17,220.32 Industrials United States
05550J10 BJ US BJ's Wholesale Club Holdings Inc 263,248 $25,714,064.64 0.38% $25,714,064.64 0.38% 12,898.74 Consumer Staples United States
43707610 HD US Home Depot Inc 27,310 $11,108,888.70 0.16% $11,108,888.70 0.16% 404,893.43 Consumer Discretionary United States
CASH CASH Cash & Cash Equivalents - $25,985,267.38 0.38% $25,985,267.38 0.38% - - -

*Short positions, unlike long positions, lose value if the underlying asset gains value.

Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly. The market value of the holding may differ.

The list of portfolio holdings is as of the date shown and may not represent current or future portfolio composition. This information should not be construed as a recommendation to buy or sell any of the securities mentioned.

This portfolio data has not been audited or adjusted for certain financial statement reclassifications. An audit could potentially result in adjustments to this data. For adjusted holdings information, please refer to the fund's quarterly portfolio holdings and semiannual reports. For audited portfolio holdings information, please refer to the fund's annual report.

A complete list of portfolio holdings for each MFS fund is generally available on mfs.com at the earliest, 19 days after the end of each month. Top 10 portfolio holdings are generally available at the earliest, 11 calendar days after the end of each month.

When posting a fund's top 10 securities holdings, if applicable, for funds with significant investments in both equity and debt instrument securities, the fund's top 10 equity and top 10 debt instrument securities will be made available. In addition, for funds that primarily invest in shares of MFS funds, when posting a fund's top 10 securities holdings, all of the following, as applicable, will be posted all securities positions in shares of MFS funds, top 10 aggregated equity securities contained within fund investments and top 10 aggregated debt instrument securities positions contained within underlying fund investments.

 

This website is a general communication and is provided for informational and/or educational purposes only. None of the content should be viewed as a suggestion that you take or refrain from taking any action nor as a recommendation for any specific investment product, strategy, plan feature or other such purpose. Your use of this website indicates that you agree with the intended purpose. Prior to making any investment or financial decision, you should seek individualized advice from a personal financial, tax, and other professionals who are able to provide advice in the context of your particular financial situation.

The information provided on this page should be read in conjunction with the fund's prospectus or summary prospectus for the portfolio being offered, which are available online here or by contacting MFS. Consider the fund's investment objectives, risks, charges, and expenses, and otherwise read these documents carefully before you invest. Shares of the funds are not FDIC-insured and are not deposits or other obligations of, or guaranteed by, any bank. Shares of the funds involve investment risk, including possible loss of principal. 

MFS registered investment products are offered through MFS® Fund Distributors, Inc., Member SIPC, 111 Huntington Avenue, Boston, MA 02199.

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