MASSACHUSETTS MUTUAL LIFE INSURANCE CO

Q2 2014 13F-HR Holdings

Location
Springfield, MA
Holdings as of
6/30/2014
Date filed
7/14/2014
Form type
13F-HR
Num holdings
22
Total value ($000)
$30,646
Net value change ($000)
+3,478 (12.8%)
New positions
2
Sold out positions
0
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/9/2014 Next filing: 8/15/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2014
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
INVSC QQQ TRUST SRS 1 ETF 496 14.0%
INVESCO EXCHANGE-TRADED FUND TRUST 481 11.4%
EFA 392 32.9%
IEZ 392 13.2%
DVY 254 NEW
KRE 250 NEW
FTSE RAFI US 1500 Small Cap 235 9.3%
EEM 227 10.5%
IDV 206 9.7%
IWP 201 6.6%
Top Reduces (Value $000, Stocks/ETFs)
DVYA -46 -15.8%
USIG -21 -7.6%
EWZ -1 -0.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type