We are live on ! Find out more
MMLI

Massachusetts Mutual Life Insurance Portfolio holdings

AUM $2.38B
1-Year Est. Return 57.6%
This Fund
S&P 500
This Quarter Est. Return
+18.43%
1 Year Est. Return
+57.6%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.71B
AUM Growth
–
Cap. Flow
+$1.6B
Cap. Flow %
93.29%
Top 10 Hldgs %
100%
Holding
2
New
2
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IVZ icon
Invesco
IVZ
+$1.34B
2
JEF icon
Jefferies Financial Group
JEF
+$264M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVZ icon
1
Invesco
IVZ
$14.3B
$1.43B 83.29%
+81,332,339
New +$1.34B
JEF icon
2
Jefferies Financial Group
JEF
$12B
$286M 16.71%
+4,654,362
New +$264M

Similar funds

FACM
Forest Avenue Capital Management Miami, Florida $2.38B AUM 88.67% 1-Year Est. Return
IIP
Intermede Investment Partners London, United Kingdom $2.38B AUM 19.53% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
LOAME
Lombard Odier Asset Management (Europe) London, United Kingdom $2.37B AUM 28.81% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.37B AUM 28.86% 1-Year Est. Return
DACS
Dymon Asia Capital (Singapore) Singapore $2.39B AUM 150.5% 1-Year Est. Return
NAAA
New Age Alpha Advisors Rye, New York $2.37B AUM 45.79% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Massachusetts Mutual Life Insurance's Q3 2024 Portfolio in Review

As of Q3 2024, Massachusetts Mutual Life Insurance held 2 positions worth $1.71B. Its ten largest holdings account for 100% of the portfolio.

Massachusetts Mutual Life Insurance deployed $1.6B of net new capital in Q3 2024, opening 2 new positions. Its largest new stake was Invesco: 81,332,339 shares worth $1.43B.

By sector, the portfolio is most concentrated in Financials at 100% of assets.

  • Massachusetts Mutual Life Insurance's largest Q3 2024 buy was Invesco: 81,332,339 shares worth $1.43B.
  • Massachusetts Mutual Life Insurance's ten largest holdings make up 100% of its $1.71B portfolio in Q3 2024.
  • Massachusetts Mutual Life Insurance opened 2 new positions and closed 0 in Q3 2024.

Based on Massachusetts Mutual Life Insurance's 13F filing for Q3 2024, filed 15 Nov 2024.