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Portfolio (Quarterly) Guide ↗

MassMutual Private Wealth & Trust, FSB

· CIK 0001103653
13F Portfolio $3.9B AUM 2,394 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 126 New 685 Added 902 Reduced 128 Exited
Page 13 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 RL Ralph Lauren Corp Consumer Cyclical 179.0 $63K 0.00% +34.0 +23.4% $353.61 -7.8%
242 CF CF Industries Holdings Inc Basic Materials 801.0 $62K 0.00% +69.0 +9.4% $77.34 +65.3%
243 TECH Bio-Techne Corp Healthcare 1,042.0 $61K 0.00% +33.0 +3.3% $58.81 -24.5%
244 MUR Murphy Oil Corp Energy 1,949.0 $61K 0.00% +21.0 +1.1% $31.25 +29.4%
245 GEN Gen Digital Inc Technology 2,223.0 $60K 0.00% +414.0 +22.9% $27.19 -10.5%
246 ACM AECOM Industrials 628.0 $60K 0.00% +17.0 +2.8% $95.33 -25.3%
247 KGC Kinross Gold Corp Basic Materials 2,094.0 $59K 0.00% +195.0 +10.3% $28.16 +1.3%
248 VEEV Veeva Systems Inc Healthcare 264.0 $59K 0.00% +68.0 +34.7% $223.23 -26.6%
249 TXRH Texas Roadhouse Inc Consumer Cyclical 352.0 $58K 0.00% +39.0 +12.5% $166.00 +7.2%
250 THC Tenet Healthcare Corp Healthcare 287.0 $57K 0.00% +11.0 +4.0% $198.72 -3.2%
251 MKTX MarketAxess Holdings Inc Financial Services 311.0 $56K 0.00% +164.0 +111.6% $181.25 -22.1%
252 TKO TKO Group Holdings Inc Communication Services 264.0 $55K 0.00% +6.0 +2.3% $209.00 -9.1%
253 DT Dynatrace Inc Technology 1,265.0 $55K 0.00% +160.0 +14.5% $43.34 -8.1%
254 SCI Service Corp International/US Consumer Cyclical 700.0 $55K 0.00% +10.0 +1.4% $77.97 +1.1%
255 PR Permian Resources Corp Energy 3,883.0 $54K 0.00% +25.0 +0.7% $14.03 +49.1%
256 KNSL Kinsale Capital Group Inc Financial Services 139.0 $54K 0.00% +21.0 +17.8% $391.12 -17.0%
257 Annaly Capital Management Inc 2,429.0 $54K 0.00% +2K +283.1% $22.36
258 IFF International Flavors & Fragrances Inc Basic Materials 798.0 $54K 0.00% +239.0 +42.8% $67.39 +9.4%
259 WFRD Weatherford International PLC Energy 687.0 $54K 0.00% +23.0 +3.5% $78.26 +42.4%
260 CNI Canadian National Railway Co Industrials 543.0 $54K 0.00% +6.0 +1.1% $98.85 +13.1%
Page 13 of 35  ·  685 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.0%
Financial Services 16.2%
Industrials 11.2%
Consumer Cyclical 10.5%
Healthcare 9.8%
Communication Services 9.8%
Consumer Defensive 5.2%
Energy 3.6%
Utilities 1.7%
Basic Materials 1.3%