MASSMUTUAL TRUST CO FSB/ADV
Q2 2014 13F-HR Holdings
Net value change ($000)
+82,076
(48.0%)
New positions
146
Sold out positions
167
Turnover %
17.2%
Sector allocation + QoQ delta (equities-only)
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)
| HYS | 15,740 | NEW |
| POWERSHARES | 13,975 | NEW |
| VNQ | 4,249 | 37.6% |
| IJH | 3,597 | 62.7% |
| VWO | 2,481 | 16.2% |
| AAPL | 1,731 | 95.5% |
| ALPHABET INC CL C | 1,286 | NEW |
| SPSB | 1,164 | NEW |
| GE | 1,064 | 39.8% |
| MRK | 1,007 | 2582.1% |
Top Reduces (Value $000, Stocks/ETFs)
| TC Energy Corp | -1,163 | -100.0% |
| KO | -1,082 | -34.7% |
| AEG | -1,014 | -100.0% |
| LYB | -996 | -100.0% |
| KIM | -929 | -100.0% |
| VNO | -851 | -100.0% |
| POTASH CORP OF SASKATCHEWAN INC | -834 | -100.0% |
| CHICAGO BRIDGE IRON | -717 | -99.9% |
| TYCO INTERNATIONAL LTD SHS | -691 | -100.0% |
| CHRW | -686 | -100.0% |
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|