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 $332.7 BB (100% Disc, 84% US)
Employees1,100 (25% Investors, 34% Brokers)
Phone617-954-5000
Address111 Huntington Avenue
Boston, MA 02199-7618
Source IAPDexternal EDGARexternal Websiteexternal LinkedInexternal Facebookexternal
Total AUM ($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)
Other MFS International Growth LLC II 2017-08-16external
211.3
213.5
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 2013-02-06external
60.7
15.0
Other MFS International Growth LLC 2013-02-06external
452.7
393.8
Other MFS Global Equity LLC 2011-10-31external
0.0
59.7
Other MFS International Research Equity LLC 2011-08-30external
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 2011-2019
Martin Beaulieu 21 2
Inc Mfs Institutional Advisors 7 1
Carol Geremia 7 1
Robert Manning 5 1
Linda Harring 3 1
Anne Marie Bernard 3 1
Charuda Upthamcostello 3 1
John Corcoran 3 1
Michael Roberge 3 1
Robertson Mansi 2 1
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234.9
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183.1
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22.8
China Asset Management Hong Kong Limited
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
ERIM LLP
2.6
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2.6
Glenwood Capital Investments LLC
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2.2