MASSACHUSETTS FINANCIAL SERVICES COMPANY
DBA: MFS INVESTMENT MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $514.05B |
| Discretionary | $476.82B93% of AUM |
| Non-Discretionary | $37.23B |
| Client Accounts | 355 |
| Avg Account Size | $1.45B |
| Employees | 1,244 |
| Peak AUM | $556.80BMar 2022 |
| AUM CAGR | +5.3% /yrover 25 yrs · 92 filings |
AUM by Client Type
Total AUM
$514.1B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $514.1B | +8.7% | +7.2% | +0.7% | |
| Discretionary AUM | $476.8B | +6.9% | +6.0% | 0.3% | |
| Non-Disc. AUM | $37.2B | +37.4% | +30.6% | +29.1% | |
| Total Accounts | 355 | +3.2% | +0.7% | +2.7% | |
| Avg Account Size | $1.4B | +5.3% | +6.5% | 2.0% | |
| Employees | 1k | 2.1% | +1.2% | 3.7% | |
| AUM / Employee | $413M | +11.0% | +5.9% | +4.6% | |
Client AUM Segments | |||||
| Institutional AUM | $6.7B | +18.8% | 1.4% | 17.3% | |
| Fund / Pooled AUM | $507.3B | +8.6% | +7.3% | +1.2% | |
Client Count Segments | |||||
| Institutional | 53 | 3.6% | +2.6% | +4.3% | |
| Pooled / Fund | 302 | +4.5% | +0.3% | +1.6% | |
Key Metrics
| Total AUM | $514.05B |
| Discretionary | $476.82B |
| Employees | 1244 |
| Client Accounts | 355 |
Contact & Location
Address
111 HUNTINGTON AVENUE
BOSTON MA 02199-7618
Phone
617-954-5000
Filing History
92 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$476.8B
92.8% of AUM
Non-Discretionary
$37.2B
7.2% of AUM
Disc. mix ▼ 1.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Pension Plans
Corporations
Government
Insurance Cos.
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Feb 2004
•SRO proceeding/bar
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Broker-DealerInvestment AdviserPension ConsultantAccounting FirmLaw Firm