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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Massachusetts Financial Services Company
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| CRD # | 110045 |
| SEC # | 801-17352 |
| CIK # | 912938 |
| AUM | $332.7 BB (100% Disc, 84% US) |
| Employees | 1,100 (25% Investors, 34% Brokers) |
| Phone | 617-954-5000 |
| Address | 111 Huntington Avenue Boston, MA 02199-7618 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| JPM | 341,670.0 | 3,028.4 | |
| JNJ | 369,000.0 | 2,824.2 | |
| MSFT | 865,660.0 | 2,822.8 | |
| MDT | 123,390.0 | 2,785.8 | |
| CMCSA | 177,280.0 | 2,676.4 | |
| ACN | 104,720.0 | 2,624.3 | |
| AON | 39,530.0 | 2,348.0 | |
| GOOGL | 819,810.0 | 2,253.2 | |
| AMZN | 820,610.0 | 2,051.1 | |
| TMO | 101,470.0 | 2,004.3 | |
| View All | |||
| Holdings by Sector ($) |
|---|
| Type | Private Fund | Form D | Sold ($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
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|
32.9 | |
|
Candriam France SAS
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|
22.8 | |
|
Concordia Advisors LLC
✚
|
NY | 15.3 |
|
China Asset Management Hong Kong Limited
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|
6.1 | |
|
DFG Investment Advisers Inc
✚
|
NY | 5.6 |
|
GLG Inc
✚
|
NY | 5.0 |
|
ERIM LLP
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|
2.6 | |
|
American Realty Advisors
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|
CA | 1.7 |