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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
AXPAmerican Express Co
Recent Activity
Decreased -3.82%
0.75%
$2.493B
9.193M shares@ $271.21 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
Decreased -2.2%
0.73%
$2.415B
10.825M shares@ $223.1 avg price
SOSouthern Co
Recent Activity
Decreased -2.69%
0.68%
$2.269B
25.166M shares@ $90.18 avg price
UNPUnion Pac Corp
Recent Activity
Decreased -3.84%
0.68%
$2.254B
9.145M shares@ $246.48 avg price
WTWWillis Towers Watson Plc Ltd
Recent Activity
Decreased -8.56%
0.67%
$2.212B
7.512M shares@ $294.54 avg price
MDTMedtronic Plc
Recent Activity
Decreased -1.39%
0.66%
$2.199B
24.427M shares@ $90.03 avg price
BSXBoston Scientific Corp
Recent Activity
Decreased -19.24%
0.65%
$2.151B
25.668M shares@ $83.81 avg price
CDNSCadence Design System Inc
Recent Activity
Decreased -16.64%
0.64%
$2.136B
7.881M shares@ $271.03 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -11.45%
0.63%
$2.099B
3.393M shares@ $618.57 avg price
DUKDuke Energy Corp New
Recent Activity
Decreased -1.65%
0.62%
$2.072B
17.973M shares@ $115.31 avg price