MASSACHUSETTS Overview
Massachusetts Financial Services Company is an investment advisor that manages 293.8 BN dollars in regulatory AUM and has 1000 employees, of which 244 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 276BN in positions, representing 94% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 276BN in positions, representing 94% of the manager's regulatory AUM.
MASSACHUSETTS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MASSACHUSETTS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 3.12% | Tech | 2.6% | -0.08% | 1 | 43% | ||
| CMCSA | 2.25% | Cons. Disc. | 12.43% | 0.13% | 4 | 14% | ||
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FEATURED IN
MASSACHUSETTS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert J. Manning | Director, Co-Chief Executive Officer & Chairman Of The Board Of Directors | January-2015 |
| Robin A. Stelmach | Executive Vice President & Chief Operating Officer | July-2004 |
| Mark N. Polebaum | Executive Vice President, General Counsel & Secretary | March-2006 |
| Amrit B. Kanwal | Executive Vice President And Chief Financial Officer | April-2009 |
| Michael W. Roberge | Director, Co-Chief Executive Officer, President, And Chief Investment Officer | January-2015 |
| David A. Antonelli | Vice Chairman | July-2010 |
| Timothy M. Fagan | Chief Compliance Officer | January-2012 |
| Colm J. Freyne | Director | March-2012 |
| Stephen C. Peacher | Director | June-2014 |
MASSACHUSETTS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
MASSACHUSETTS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss, from time to time, MFS benefits from sharing research with its Participating Affiliates and may also share investment personnel among the Participating Affiliates pursuant to the previously described MOU. The investment professionals of each affiliated investment adviser in the MFS Global Group contribute to the management of all client portfolios in the MFS Global Group. Supervision of such portfolio management is the responsibility of the officers and employees of each Participating Affiliate and MFS. In addition, MFS' trading personnel are responsible for implementing portfolio management decisions relating to client portfolios, including clients of MFS. Specific decisions to purchase or sell a client’s portfolio securities are made by individuals affiliated with MFS. Any such individual may serve other clients of MFS or any affiliate of MFS in a similar capacity.
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MASSACHUSETTS Portfolio Concentration
MASSACHUSETTS Location
111 HUNTINGTON AVENUE
BOSTON, Massachusetts
UNITED STATES, 02199-7618
BOSTON, Massachusetts
UNITED STATES, 02199-7618
MASSACHUSETTS Contact Information
Phone Number: 617-954-5000
Fax Number: 1G3OSH3GLGJ7X1JC5I61
Website: http://www.mfs.com
Fax Number: 1G3OSH3GLGJ7X1JC5I61
Website: http://www.mfs.com
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