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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
MDTMedtronic Plc
Recent Activity
Decreased -1.39%
0.66%
$2.199B
24.427M shares@ $90.03 avg price
KKRKkr & Co Inc
Recent Activity
Increased 0.75%
0.66%
$2.195B
16.808M shares@ $130.59 avg price
BSXBoston Scientific Corp
Recent Activity
Decreased -19.24%
0.65%
$2.151B
25.668M shares@ $83.81 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 9%
0.65%
$2.148B
18.328M shares@ $117.23 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
PCGPg&e Corp
Recent Activity
Increased 2.89%
0.62%
$2.073B
104.847M shares@ $19.78 avg price
DUKDuke Energy Corp New
Recent Activity
Decreased -1.65%
0.62%
$2.072B
17.973M shares@ $115.31 avg price
PFEPfizer Inc
Recent Activity
Decreased -0.89%
0.62%
$2.059B
71.152M shares@ $28.94 avg price
PLDPrologis Inc.
Recent Activity
Decreased -1.45%
0.62%
$2.054B
16.262M shares@ $126.29 avg price