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Lisa Neaves

@Massachusetts Financial Services Co Ma

Latest period2024 - Q3ReportedManaged Assets$334.822BTotal holdings845
Assets growth rate2.93%Assets growth rate (2-Q avg)0.06%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Massachusetts Financial Services Co Ma's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 845 positions.

Assets under management

The assets under management (AUM) of Massachusetts Financial Services Co Ma over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 334.822B in assets, with a quarterly growth rate of 2.93% and a 2-quarter average growth rate of 0.06%. The portfolio is managed by Lisa Neaves, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AMTMAmentum Holdings Inc
Recent Activity
New Position
0.02%
$39.613M
1.228M shares@ $32.26 avg price
CONConcentra Group Holdings Par
Recent Activity
New Position
0.02%
$36.672M
1.64M shares@ $22.36 avg price
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.02%
$33.904M
911,404 shares@ $37.2 avg price
QXOQxo Inc
Recent Activity
New Position
0.01%
$32.559M
2.065M shares@ $15.78 avg price
FROGJfrog Ltd
Recent Activity
New Position
0.01%
$32.401M
1.116M shares@ $29.05 avg price
HYGIshares Tr
Recent Activity
New Position
0.01%
$32.321M
402,500 shares@ $80.3 avg price
PENPenumbra Inc
Recent Activity
New Position
0.01%
$31.965M
164,503 shares@ $194.32 avg price
SMPLSimply Good Foods Co
Recent Activity
New Position
0.01%
$27.391M
787,767 shares@ $34.78 avg price
OSOnestream Inc
Recent Activity
New Position
0.01%
$26.493M
781,492 shares@ $33.91 avg price
GMEDGlobus Med Inc
Recent Activity
New Position
0.01%
$26.406M
369,102 shares@ $71.54 avg price