Company profile

Website
Employees
Incorporated in
Location
Fiscal year end
SEC CIK
SEC advisor number
801-17352
FINRA CRD number
110045
AUM ?
$332.69B (as of 10 Jun 19)
Accounts
301 (as of 10 Jun 19)
Employees
1,100 (273 investment advisory or research)
Address
Massachusetts Financial Services
111 HUNTINGTON AVENUE
24TH FLOOR
BOSTON
MA 02199
Office hours
Monday - Friday, 9 A.M. - 5 P.M.
Phone
18006372929
Owner Title From %Ownership
Sun Life of Canada (U.s.) Financial Services Holdings, Inc. Shareholder 12/1997 > 75%
Manning, Robert, James Director, Executive Chairman & Chairman of the Board of Directors 01/2017 < 5%
Stelmach, Robin, Ann Vice Chairman 01/2017 < 5%
Sun Life Financial (U.s.) Investments LLC Shareholder 10/2001 > 75%
Sun Life Financial (U.s.) Holdings, Inc. Shareholder 10/2001 > 75%
Sun Life Assurance Company of Canada - U.s.operations Holdings, Inc. Shareholder 10/2001 > 75%
Sun Life Global Investments Inc. Shareholder 11/2016 > 75%
Sun Life Financial Inc. Shareholder 11/2004 > 75%
Kanwal, Amrit, Bir-singh Executive Vice President and Chief Financial Officer 04/2009 < 5%
Roberge, Michael, William Director and Chief Executive Officer 01/2018 < 5%
Antonelli, David, Alexander Vice Chairman 07/2010 < 5%
Peacher, Stephen, C Director 06/2014 < 5%
Wolin, Martin, Joel Chief Compliance Officer 07/2015 < 5%
Sun Life 2007-1 Financing Corp. Shareholder 11/2016 > 75%
Hardin, Heidi, Walter Executive Vice President, General Counsel, and Secretary 03/2017 < 5%
Strain, Kevin, D. Director 06/2017 < 5%
Geremia, Carol, William President 01/2018 < 5%
Fund structure AUM Fund type
Massachusetts Financial Services Company $332.69B
MFS Global Equity LLC $59.71M Other Private Fund
MFS Core Plus Fixed Income LLC $301.06M Hedge Fund
MFS International Concentrated Equity LLC $14.97M Other Private Fund
MFS International Growth LLC $393.85M Other Private Fund
MFS International Research Equity LLC $42.45M Other Private Fund
Crest Clarendon Street 2002-1, LTD. $277.71K Securitized Asset Fund
MFS International Growth LLC II $213.53M Other Private Fund

Fund data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 822 holdings by value
End of quarter 30 Sep 19
Value
 
Shares Held
or Principal Amt 
$6.08B 134.9M
$5.93B 54.64M
$5.52B 28.68M
$4.91B 16.84M
$4.63B 26.92M
$4.56B 32.81M
$4.27B 36.24M
$4.13B 21.33M
$3.91B 23.13M
$3.43B 26.49M
$3.27B 2.67M
$3.08B 23.86M
$3.07B 34.14M
$2.86B 21.55M
$2.8B 19.39M
$2.79B 26.95M
$2.72B 14.06M
$2.68B 22.65M
$2.67B 31.89M
$2.63B 1.52M
$2.48B 53.33M
$2.46B 33.46M
$2.39B 8.82M
$2.31B 33.45M
$2.13B 10.26M
$2.12B 13.13M
$2.11B 18.89M
$2.07B 12.8M
$2.04B 21.32M
$2.02B 3.67M
$2.01B 36.25M
$1.99B 5.31M
$1.98B 55.05M
$1.91B 14.01M
$1.88B 37.34M
$1.88B 6.81M
$1.83B 161.7M
$1.81B 11.03M
$1.81B 12.19M
$1.67B 28.26M
$1.66B 10.93M
$1.66B 12.72M
$1.62B 7.22M
$1.59B 29.8M
$1.55B 25.1M
$1.55B 8.7M
$1.52B 22.99M
$1.52B 11.05M
$1.51B 19.88M
$1.45B 30.08M
Holdings list only includes long positions. Only includes long positions.

Calendar

23 Jan 20
31 Dec 20

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