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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
+5.23%
1 Year Est. Return
+57.6%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.79B
AUM Growth
+$72M
Cap. Flow
+$62.2K
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
1
Reduced
1
Closed
–

Top Buys

Rank Stock Value
1
JEF icon
Jefferies Financial Group
JEF
+$62.5K

Top Sells

Rank Stock Value
1
IVZ icon
Invesco
IVZ
+$356

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
$1.42B 79.57%
81,332,319
-20
-0% -$356
JEF icon
2
Jefferies Financial Group
JEF
$12B
$365M 20.43%
4,655,231
+869
+0% +$62.5K

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Massachusetts Mutual Life Insurance's Q4 2024 Portfolio in Review

As of Q4 2024, Massachusetts Mutual Life Insurance held 2 positions worth $1.79B, up 4.2% from $1.71B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 2024: portfolio turnover was 0%. Massachusetts Mutual Life Insurance opened no new positions and made no exits, leaving the 2-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 100% of assets, unchanged from a quarter earlier.

  • Massachusetts Mutual Life Insurance added most to Jefferies Financial Group in Q4 2024, an estimated $62.5K increase.
  • Massachusetts Mutual Life Insurance's biggest Q4 2024 reduction was Invesco, cutting an estimated $356.
  • Massachusetts Mutual Life Insurance's ten largest holdings make up 100% of its $1.79B portfolio in Q4 2024.
  • Massachusetts Mutual Life Insurance opened 0 new positions and closed 0 in Q4 2024.
  • Massachusetts Mutual Life Insurance's portfolio value rose 4.2% quarter-over-quarter to $1.79B.

Based on Massachusetts Mutual Life Insurance's 13F filing for Q4 2024, filed 13 Feb 2025.