Portfolio (Quarterly)
Guide ↗
MassMutual Private Wealth & Trust, FSB
· CIK 0001103653| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | ICLR | ICON PLC | Healthcare | 144 | $26K | 0.00% | SOLD |
| 42 | — | Piper Sandler Cos | — | 77 | $26K | 0.00% | SOLD |
| 43 | — | Comerica Inc | — | 298 | $26K | 0.00% | SOLD |
| 44 | USHY | iShares Broad USD High Yield Corporate Bond ETF | — | 629 | $24K | 0.00% | SOLD |
| 45 | GDYN | Grid Dynamics Holdings Inc | Technology | 2,492 | $23K | 0.00% | SOLD |
| 46 | SHYG | iShares 0-5 Year High Yield Corporate Bond ETF | — | 500 | $21K | 0.00% | SOLD |
| 47 | — | Exact Sciences Corp | — | 203 | $21K | 0.00% | SOLD |
| 48 | BBCA | JPMorgan BetaBuilders Canada ETF | — | 214 | $20K | 0.00% | SOLD |
| 49 | — | TreeHouse Foods Inc | — | 840 | $20K | 0.00% | SOLD |
| 50 | TFLO | iShares Treasury Floating Rate Bond ETF | — | 352 | $18K | — | SOLD |
| 51 | VNQI | Vanguard Global ex-U.S. Real Estate ETF | — | 375 | $17K | — | SOLD |
| 52 | FIGR | Figure Technology Solutions Inc | Financial Services | 400 | $16K | — | SOLD |
| 53 | — | Sealed Air Corp | — | 392 | $16K | — | SOLD |
| 54 | — | Air Lease Corp | — | 233 | $15K | — | SOLD |
| 55 | PNFP | Pinnacle Financial Partners Inc/Reorg | Financial Services | 153 | $15K | — | SOLD |
| 56 | SUSA | iShares MSCI USA ESG Select ETF | — | 100 | $14K | — | SOLD |
| 57 | VSS | Vanguard FTSE All World ex-US Small-Cap ETF | — | 95 | $14K | — | SOLD |
| 58 | — | Clearway Energy Inc | — | 422 | $13K | — | SOLD |
| 59 | IGLB | iShares 10 Year Investment Grade Corporate Bond ETF | — | 260 | $13K | — | SOLD |
| 60 | RWR | State Street SPDR Dow Jones REIT ETF | — | 118 | $12K | — | SOLD |
Sector Allocation
Technology
30.8%
Financial Services
15.4%
Industrials
11.2%
Healthcare
9.8%
Consumer Cyclical
9.8%
Communication Services
9.6%
Consumer Defensive
5.4%
Energy
3.9%
Utilities
1.8%
Basic Materials
1.4%