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 $332.7 BB (100% Disc, 84% US)
Employees1,100 (25% Investors, 34% Brokers)
Phone617-954-5000
Address111 Huntington Avenue
Boston, MA 02199-7618
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
3803042281527602000200620132020
Sector Holding Cap ($MM) Value ($MM)
JPM341,670.03,028.4
JNJ369,000.02,824.2
MSFT865,660.02,822.8
MDT123,390.02,785.8
CMCSA177,280.02,676.4
ACN104,720.02,624.3
AON39,530.02,348.0
GOOGL819,810.02,253.2
AMZN820,610.02,051.1
TMO101,470.02,004.3
View All
Holdings by Sector ($)
16610513288499663664423322102012201420172020
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF MFS Core Plus Fixed Income LLC [2015-09-30] 296.4 301.1
Other MFS Global Equity LLC [2014-02-03] 59.6 59.7
Other MFS International Concentrated Equity LLC [2014-02-03] 14.8 15.0
Other MFS International Growth LLC [2014-02-03] 393.8 393.8
Other MFS International Growth LLC II [2014-02-03] 393.8 213.5
HF MFS Emerging Markets Debt LLC [2013-02-06] 18.5 33.4
Other MFS International Research Equity LLC [2011-08-30] 19.0 42.5
SA Arlington Street CDO Cayman Ltd 51.0
SA Berkeley Street CDO Cayman Ltd 58.5
SA Crest Clarendon Street 2002-1 Ltd 0.3
View All
Fund Directors # Filings # Firms 2011 - 2020
Martin Beaulieu 20 2
Inc MFS Institutional Advisors 6 1
Carol Geremia 6 1
Robert Manning 5 1
Michael Roberge 4 1
John Corcoran 4 1
Charuda Upathamcostello 4 1
Anne Marie Bernard 4 1
Robertson Mansi 4 1
Linda Harring 4 1
Related Firms State AUM ($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
Lansdowne Partners Limited Partnership
32.9
Candriam France SAS
22.8
Concordia Advisors LLC
NY 15.3
China Asset Management Hong Kong Limited
6.1
DFG Investment Advisers Inc
NY 5.6
GLG Inc
NY 5.0
ERIM LLP
2.6
American Realty Advisors
CA 1.7
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