| Massachusetts Financial Services Company | |
|---|---|
| CRD # | 110045 |
| SEC # | 801-17352 |
| CIK # | 0000912938 |
| AUM | $332.7 BB |
| Employees | 1,100 |
| Phone | 617-954-5000 |
| Address | 111 Huntington Avenue Boston, MA 02199-7618 |
| Links |
IAPD
EDGAR
Website
|
| Total AUM ($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 ($MM) |
|---|---|---|---|---|
| MFS International Growth LLC II | Other |
2017-08-16
|
211.3
|
213.5 |
| MFS Core Plus Fixed Income LLC | HF |
2015-09-30
|
296.4
|
301.1 |
| MFS International Growth LLC | Other |
2014-02-03
|
393.8
|
393.8 |
| MFS International Research Equity LLC | Other |
2014-02-03
|
42.3
|
42.5 |
| MFS Emerging Markets Debt LLC | HF |
2014-02-03
|
29.4
|
33.4 |
| MFS Global Equity LLC | Other |
2014-02-03
|
59.6
|
59.7 |
| MFS International Concentrated Equity LLC | Other |
2014-02-03
|
14.8
|
15.0 |
| Marlborough Street CLO Ltd | SA |
2007-05-02
|
3.5 | |
| Crest Clarendon Street 2002-1 Ltd | SA | 0.3 | ||
| View All | ||||
| Related Persons | # Filings | # Firms |
|---|---|---|
| Carol Geremia | 62 | 1 |
| Inc Mfs Institutional Advisors | 62 | 1 |
| Michael Roberge | 39 | 1 |
| Robertson Mansi | 36 | 1 |
| John Corcoran | 34 | 1 |
| Anne Marie Bernard | 34 | 1 |
| Linda Harring | 32 | 1 |
| Robert Manning | 23 | 1 |
| Charuda Upathamcostello | 22 | 1 |
| Charuda Upthamcostello | 12 | 1 |
| Related Firms | AUM ($BB) |
|---|---|
| Massachusetts Financial Services Company | 332.7 |
| MFS Institutional Advisors Inc | 118.2 |