Massachusetts Financial Services Company
✚
|
|
---|---|
CRD # | 110045 |
SEC # | 801-17352 |
CIK # | 912938 |
AUM | $332.7 BB (100% Disc, 84% US) |
Employees | 1,100 (25% Investors, 34% Brokers) |
Phone | 617-954-5000 |
Address | 111 Huntington Avenue Boston, MA 02199-7618 |
Source |
IAPD![]() ![]() ![]() ![]() ![]() |
Total AUM ($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 ($MM) |
---|---|---|---|---|
HF | MFS Core Plus Fixed Income LLC |
2015-09-30![]() |
296.4
|
301.1
|
HF | MFS Emerging Markets Debt LLC |
2014-02-03![]() |
29.4
|
33.4
|
Other | MFS International Concentrated Equity LLC |
2014-02-03![]() |
14.8
|
15.0
|
Other | MFS International Growth LLC |
2014-02-03![]() |
393.8
|
393.8
|
Other | MFS International Growth LLC II |
2014-02-03![]() |
393.8
|
213.5
|
Other | MFS International Research Equity LLC |
2014-02-03![]() |
42.3
|
42.5
|
Other | MFS Global Equity LLC |
2013-02-06![]() |
55.0
|
59.7
|
SA | Arlington Street CDO Cayman Ltd |
51.0
|
||
SA | Berkeley Street CDO Cayman Ltd |
58.5
|
||
SA | Crest Clarendon Street 2002-1 Ltd |
0.3
|
||
View All |
Fund Directors | # Filings | # Firms | 2011-2019 |
---|---|---|---|
Inc Mfs Institutional Advisors | 6 | 1 | |
Carol Geremia | 6 | 1 | |
John Corcoran | 5 | 1 | |
Robertson Mansi | 5 | 1 | |
Anne Marie Bernard | 5 | 1 | |
Michael Roberge | 5 | 1 | |
Linda Harring | 5 | 1 | |
Robert Manning | 5 | 1 | |
Elizabeth Petipas | 4 | 1 | |
Michael Keenan | 4 | 1 |
Related Firms | State | AUM ($BB) |
---|---|---|
Massachusetts Financial Services Company
✚
|
MA | 332.7 |
MFS Institutional Advisors Inc
✚
|
MA | 118.2 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Bridgewater Associates LP
✚
|
CT | 234.9 |
Legal & General Investment Management America Inc
✚
|
IL | 183.1 |
Candriam France SAS
✚
|
22.8 |
|
China Asset Management Hong Kong Limited
✚
|
6.1 |
|
DFG Investment Advisers Inc
✚
|
NY | 5.6 |
Liberty Ermitage Asset Management Jersey Limited
✚
|
3.6 |
|
ROC Capital Management LP
✚
|
NY | 3.2 |
ERIM LLP
✚
|
2.6 |
|
Lansdowne Partners Limited Partnership
✚
|
2.6 |
|
Glenwood Capital Investments LLC
✚
|
IL | 2.2 |