MI

Massachusetts Investors Trust | MITTX

Mutual Fund
MASSACHUSETTS INVESTORS TRUST
Last update 2024-08-26 65 Stocks (1 new)
Value $6.86 Bil Turnover 3 %
Countries:
Top Holdings: MSFT(9.39%)NVDA(6.36%)GOOGL(6.16%)AMZN(4.47%)AAPL(3.83%)
Portfolio Report
Summary Stock Picks Current Portfolio
Massachusetts Investors Trust Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
1,441,528
644290.940
-1.56%
9.390
-0.14%
0.020
+5.12%
+12.98%
3141534.523
Software
NVDA 		NVIDIA Corp
3,534,084
436600.740
-1.56%
6.360
-0.07%
0.010
+40.65%
+198.17%
3621363.900
Semiconductors
GOOGL 		Alphabet Inc
2,320,095
422605.300
-1.56%
6.160
-0.08%
0.020
+10.22%
+27.99%
2191538.690
Interactive Media
AMZN 		Amazon.com Inc
1,587,452
306775.100
+10.74%
4.470
+0.43%
0.020
+25.56%
+37.01%
2189014.992
Retail - Cyclical
AAPL 		Apple Inc
1,248,160
262887.460
-1.56%
3.830
-0.05%
0.010
+6.64%
+18.46%
3430687.188
Hardware
JPM 		JPMorgan Chase & Co
946,259
191390.350
-5.00%
2.790
-0.15%
0.030
+16.84%
+42.64%
667179.373
Banks
COP 		ConocoPhillips
1,417,496
162133.190
-1.56%
2.360
-0.04%
0.120
+4.54%
-1.17%
128430.323
Oil & Gas
V 		Visa Inc
570,690
149789.000
-1.56%
2.180
-0.04%
0.030
+18.73%
+18.93%
597786.897
Credit Services
HWM 		Howmet Aerospace Inc
1,755,939
136313.540
-8.03%
1.990
-0.16%
0.430
+23.78%
+110.64%
46171.523
Aerospace & Defense
MA 		Mastercard Inc
281,756
124299.480
-1.56%
1.810
-0.03%
0.030
+15.34%
+23.75%
481641.010
Credit Services

Massachusetts Investors Trust's Historical Top Holdings Breakdowns

Massachusetts Investors Trust's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CMCSA 		Comcast Corp2024-06-30Sold Out
-0.66%
●
36.9 ($39.13) 42.28
$43.91
12.22%
Sold Out
0
-1,037,744
ZTS 		Zoetis Inc2024-06-30Reduce
-0.64%
●
145.54 ($166.41) 178.83
$176.82
6.26%
Reduce -83.3%
51,267
-255,637
STE 		Steris PLC2024-06-30New Buy
+0.48%
●
199.01 ($217.24) 236
$219.19
0.90%
New holding
148,984
148,984
SCHW 		Charles Schwab Corp2024-06-30Reduce
-0.45%
●
70.03 ($73.87) 78.9
$73.90
0.04%
Reduce -75.43%
136,152
-418,079
LRCX 		Lam Research Corp2024-06-30Add
+0.43%
●
86.81 ($96.13) 108.96
$78.20
-18.65%
Add 70.49%
669,370
27,676
AMZN 		Amazon.com Inc2024-06-30Add
+0.43%
●
173.67 ($183.7) 197.85
$208.18
13.33%
Add 10.74%
1,587,452
153,934
RYN 		Rayonier Inc2024-06-30Sold Out
-0.36%
●
28.86 ($30.28) 32.5
$30.99
2.34%
Sold Out
0
-728,748
CABO 		Cable One Inc2024-06-30Sold Out
-0.33%
●
338 ($382.57) 424.31
$402.57
5.23%
Sold Out
0
-53,301
SO 		Southern Co2024-06-30Add
+0.30%
●
67.77 ($75.78) 80.71
$88.64
16.97%
Add 35.89%
1,018,954
269,131
DNB 		Dun & Bradstreet Holdings Inc2024-06-30Add
+0.18%
●
8.92 ($9.62) 10.73
$12.33
28.17%
Add 62.12%
3,514,586
1,346,649

Massachusetts Investors Trust Total Holding History ($B)

To

Massachusetts Investors Trust's Asset Allocation

To

Massachusetts Investors Trust Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Massachusetts Investors Trust's Hypothetical Growth since 2024-06-30

Massachusetts Investors Trust's Yearly Returns

Year Portfolio % % Excess Gain %

Massachusetts Investors Trust's Holdings Heat Map

Size field:

Massachusetts Investors Trust's Holdings Bubble Chart

Massachusetts Investors Trust News

  • 1

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