Massachusetts Financial Services

Massachusetts Financial Services is an investment advisor in Boston with $556.8B assets under management.

Company profile

Website

www.mfs.com

Incorporated

Location

Fiscal year end

Industry

SEC CIK

SEC advisor number

801-17352

FINRA CRD number

110045

AUM ?

$556.8B (as of 26 May 22)

Accounts

345 (as of 26 May 22)

Employees

1,100 (305 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

Brochures

MFS Brochure (31 Mar 22)

Ownership

Owner	Title	From	%Ownership
Sun Life of Canada (U.s.) Financial Services Holdings, Inc.	Shareholder	12/1997	> 75%
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	Director, Executive Vice President and Chief Financial Officer	01/2022	< 5%
Roberge, Michael, William	Director, Chairman of the Board, Chairman and Chief Executive Officer	01/2022	< 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	Director and President	01/2018	< 5%
Kennedy, Melissa, Jane	Director	01/2020	< 5%
Singh, Manjit	Director	06/2021	< 5%
Licea-mailloux, Rosa, Esmeralda	Chief Compliance Officer	03/2022	< 5%

Investment data

Data from SEC filings

Regulatory AUM / Assets Under Management

Number of accounts

Number of employees

Top 50 of 845 long holdings End of quarter 30 Jun 22	Value	#Shares
MSFT Microsoft Corp	$10.31B	40.13M
GOOG Alphabet Inc	$6.48B	2.97M
TMO Thermo Fisher Scientific Inc	$5.76B	10.6M
V Visa Inc	$4.81B	24.41M
ACN Accenture PLC Ireland	$4.78B	17.21M
AON Aon PLC	$4.43B	16.42M
AAPL Apple Inc	$4.32B	31.57M
JNJ Johnson & Johnson	$4.18B	23.55M
CMCSA Comcast Corp New	$3.99B	101.57M
AMZN Amazon Com Inc	$3.98B	37.47M
JPM Jpmorgan Chase & Co	$3.7B	32.9M
HON Honeywell Intl Inc	$3.49B	20.09M
MDT Medtronic PLC	$3.36B	37.46M
LIN Linde PLC	$3.18B	11.05M
CI Cigna Corp New	$3.16B	11.99M
BSX Boston Scientific Corp	$3.12B	83.61M
DHR Danaher Corporation	$3.04B	12M
CDNS Cadence Design System Inc	$2.84B	18.92M
ABT Abbott Labs	$2.77B	25.46M
GS Goldman Sachs Group Inc	$2.73B	9.21M
TXN Texas Instrs Inc	$2.73B	17.78M
CNI Canadian Natl Ry Co	$2.61B	23.18M
NOC Northrop Grumman Corp	$2.6B	5.43M
MRK Merck & Co Inc	$2.53B	27.72M
CB Chubb Limited	$2.52B	12.8M
CL Colgate Palmolive Co	$2.45B	30.55M
CHTR Charter Communications Inc N	$2.44B	5.2M
MSCI Adobe Systems Incorporated	$2.35B	6.42M
UNP Union Pac Corp	$2.32B	10.88M
EFX Equifax Inc	$2.29B	12.55M
TSM Taiwan Semiconductor MFG LTD	$2.25B	27.48M
UBS Ubs Group Ag	$2.22B	136.82M
PFE Pfizer Inc	$2.22B	42.26M
DCO Duke Energy Corp New	$2.2B	20.54M
MA Mastercard Incorporated	$2.17B	6.87M
CP Canadian Pac Ry LTD	$2.12B	30.4M
SCHW Schwab Charles Corp	$2.11B	33.42M
MMC Marsh & Mclennan Cos Inc	$2.06B	13.3M
COP Conocophillips	$2.05B	22.87M
SO Southern Co	$2.02B	28.27M
SHW Sherwin Williams Co	$1.99B	8.9M
JCI Johnson CTLS Intl PLC	$1.89B	39.38M
NDAQ Nasdaq Inc	$1.86B	12.22M
PGR Progressive Corp	$1.84B	15.83M
AXP American Express Co	$1.82B	13.13M
PPG PPG Inds Inc	$1.76B	15.43M
ETN Eaton Corp PLC	$1.73B	13.75M
ICLR Icon PLC	$1.72B	7.96M
D Dominion Energy Inc	$1.69B	21.15M
MS Morgan Stanley	$1.63B	21.49M