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 #0000912938
AUM$332.7 BB
Employees1,100
Phone617-954-5000
Address111 Huntington Avenue
Boston, MA 02199-7618
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($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 ($BB)
Private Fund Fund Form D Sold ($MM) AUM ($MM)
MFS International Growth LLC II Other 2017-08-16external
211.3
213.5
MFS Core Plus Fixed Income LLC HF 2015-09-30external
296.4
301.1
MFS International Growth LLC Other 2014-02-03external
393.8
393.8
MFS International Research Equity LLC Other 2014-02-03external
42.3
42.5
MFS Emerging Markets Debt LLC HF 2014-02-03external
29.4
33.4
MFS Global Equity LLC Other 2014-02-03external
59.6
59.7
MFS International Concentrated Equity LLC Other 2014-02-03external
14.8
15.0
Marlborough Street CLO Ltd SA 2007-05-02external 3.5
Crest Clarendon Street 2002-1 Ltd SA 0.3
View All
Related Persons # Filings # Firms
Carol Geremia 62 1
Inc Mfs Institutional Advisors 62 1
Michael Roberge 39 1
Robertson Mansi 36 1
John Corcoran 34 1
Anne Marie Bernard 34 1
Linda Harring 32 1
Robert Manning 23 1
Charuda Upathamcostello 22 1
Charuda Upthamcostello 12 1
Related Firms AUM ($BB)
Massachusetts Financial Services Company 332.7
MFS Institutional Advisors Inc 118.2