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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 5 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 Cencora Inc 1,032.0 $349K 0.01% +11.0 +1.1% $337.75
82 XLB Materials Select Sector SPDR Fund 7,326.0 $332K 0.01% +4K +97.6% $45.35 +10.4%
83 HCA HCA Healthcare Inc Healthcare 683.0 $319K 0.01% +25.0 +3.8% $466.86 -9.1%
84 STX Seagate Technology Holdings PLC Technology 1,155.0 $318K 0.01% +130.0 +12.7% $275.39 +185.0%
85 PKG Packaging Corp of America Consumer Cyclical 1,515.0 $312K 0.01% +29.0 +1.9% $206.23 +2.8%
86 MCO Moody's Corp Financial Services 592.0 $302K 0.01% +26.0 +4.6% $510.85 -15.6%
87 SPG Simon Property Group Inc Real Estate 1,582.0 $293K 0.01% +65.0 +4.3% $185.11 +8.1%
88 TSCO Tractor Supply Co Consumer Cyclical 5,813.0 $291K 0.01% +4K +221.7% $50.01 -37.6%
89 AEM Agnico Eagle Mines Ltd Basic Materials 1,710.0 $290K 0.01% +815.0 +91.1% $169.53 +7.6%
90 IQVIA Holdings Inc 1,274.0 $287K 0.01% +8.0 +0.6% $225.41
91 TDG TransDigm Group Inc Industrials 214.0 $285K 0.01% +6.0 +2.9% $1329.85 -12.2%
92 CBRE CBRE Group Inc Real Estate 1,739.0 $280K 0.01% +37.0 +2.2% $160.79 -19.5%
93 IDXX IDEXX Laboratories Inc Healthcare 411.0 $278K 0.01% +31.0 +8.2% $676.53 -21.1%
94 CMS CMS Energy Corp Utilities 3,834.0 $268K 0.01% +85.0 +2.3% $69.93 +3.8%
95 FCX Freeport-McMoRan Inc Basic Materials 5,183.0 $263K 0.01% +566.0 +12.3% $50.79 +23.1%
96 DVN Devon Energy Corp Energy 7,144.0 $262K 0.01% +170.0 +2.4% $36.63 +32.2%
97 D Dominion Resources Inc/VA Utilities 4,455.0 $261K 0.01% +92.0 +2.1% $58.59 +16.3%
98 A Agilent Technologies Inc Healthcare 1,889.0 $257K 0.01% +119.0 +6.7% $136.07 -17.8%
99 DAL Delta Air Lines Inc Industrials 3,679.0 $255K 0.01% +221.0 +6.4% $69.40 +3.3%
100 KEYS Keysight Technologies Inc Technology 1,244.0 $253K 0.01% +85.0 +7.3% $203.19 +72.8%
Page 5 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%