MASSMUTUAL TRUST CO FSB/ADV
Q2 2020 13F-HR Holdings
Net value change ($000)
+299,086
(23.9%)
New positions
146
Sold out positions
89
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q1 2020
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)
| AAPL | 20,320 | 45.9% |
| MSFT | 16,087 | 34.2% |
| AMZN | 14,203 | 48.9% |
| IJH | 12,367 | 22.3% |
| BBUS | 10,966 | NEW |
| BBIN | 8,676 | NEW |
| GOOGL | 6,095 | 33.1% |
| EFA | 5,988 | 9.3% |
| ADBE | 5,861 | 45.2% |
| META | 5,853 | 52.2% |
Top Reduces (Value $000, Stocks/ETFs)
| JPUS | -13,368 | -79.5% |
| JPIN | -5,324 | -86.6% |
| FLOT | -5,257 | -99.4% |
| RTX | -3,687 | -100.0% |
| J.P. Morgan Exchange-Traded Fund Trust | -3,645 | -22.7% |
| UNP | -2,525 | -36.2% |
| EEM | -1,853 | -40.6% |
| IEF | -1,412 | -99.6% |
| RAYTHEON CO/ | -1,370 | -100.0% |
| ZION | -1,294 | -68.0% |
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 |
|---|