Massachusetts Financial Services Company

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Assets, Funds, Holdings

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Massachusetts Financial Services Company
CRD #110045
SEC #801-17352
CIK #912938
AUM $332.7 BB (100% Disc, 84% US)
Employees1,100 (25% Investors, 34% Brokers)
Phone617-954-5000
Address111 Huntington Avenue
Boston, MA 02199-7618
Source IAPDexternal EDGARexternal Websiteexternal Twitterexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
JPM 341,670.0 3,936.5
ACN 104,720.0 3,410.0
JNJ 369,000.0 3,062.2
CMCSA 177,280.0 2,829.3
PM 138,730.0 2,778.1
MDT 123,390.0 2,520.3
WFC 226,380.0 2,430.2
GOOGL 819,810.0 2,346.8
TMO 101,470.0 2,261.2
GS 72,170.0 2,187.4
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF MFS Core Plus Fixed Income LLC 2015-09-30external
296.4
301.1
HF MFS Emerging Markets Debt LLC 2014-02-03external
29.4
33.4
Other MFS International Concentrated Equity LLC 2014-02-03external
14.8
15.0
Other MFS International Growth LLC 2014-02-03external
393.8
393.8
Other MFS International Growth LLC II 2014-02-03external
393.8
213.5
Other MFS International Research Equity LLC 2014-02-03external
42.3
42.5
Other MFS Global Equity LLC 2013-02-06external
55.0
59.7
SA Arlington Street CDO Cayman Ltd
51.0
SA Berkeley Street CDO Cayman Ltd
58.5
SA Crest Clarendon Street 2002-1 Ltd
0.3
View All
Fund Directors # Filings # Firms 2011-2019
Inc Mfs Institutional Advisors 6 1
Carol Geremia 6 1
John Corcoran 5 1
Robertson Mansi 5 1
Anne Marie Bernard 5 1
Michael Roberge 5 1
Linda Harring 5 1
Robert Manning 5 1
Elizabeth Petipas 4 1
Michael Keenan 4 1
Related Firms State AUM ($BB)
Massachusetts Financial Services Company
MA
332.7
MFS Institutional Advisors Inc
MA
118.2
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234.9
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183.1
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22.8
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6.1
DFG Investment Advisers Inc
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5.6
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3.6
ROC Capital Management LP
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3.2
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2.6
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2.6
Glenwood Capital Investments LLC
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2.2