Portfolio (Quarterly)
Guide ↗
MassMutual Private Wealth & Trust, FSB
· CIK 0001103653| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | — | Synovus Financial Corp | — | 229 | $11K | — | SOLD |
| 62 | — | Blue Foundry Bancorp | — | 891 | $11K | — | SOLD |
| 63 | BOW | Bowhead Specialty Holdings Inc | Financial Services | 379 | $11K | — | SOLD |
| 64 | — | Hillenbrand Inc | — | 306 | $10K | — | SOLD |
| 65 | TERN | Terns Pharmaceuticals Inc | Healthcare | 240 | $10K | — | SOLD |
| 66 | — | Elme Communities | — | 540 | $9K | — | SOLD |
| 67 | CABO | Cable One Inc | Communication Services | 82 | $9K | — | SOLD |
| 68 | SCHP | Schwab US TIPs ETF | — | 346 | $9K | — | SOLD |
| 69 | TPH | TRI Pointe Homes Inc | Consumer Cyclical | 275 | $9K | — | SOLD |
| 70 | PSKY | Paramount Skydance Corp | Communication Services | 638 | $9K | — | SOLD |
| 71 | SPTI | SPDR Barclays Intermediate Term Treasury ETF | — | 291 | $8K | — | SOLD |
| 72 | — | Cadence Bank Com | — | 187 | $8K | — | SOLD |
| 73 | DYNF | iShares U.S. Equity Factor Rotation Active ETF | — | 129 | $8K | — | SOLD |
| 74 | HWC | Hancock Whitney Corp | Financial Services | 122 | $8K | — | SOLD |
| 75 | RGP | Resources Connection Inc | Industrials | 1,512 | $8K | — | SOLD |
| 76 | — | Mind Medicine MindMed Inc | — | 568 | $8K | — | SOLD |
| 77 | — | Alexander & Baldwin Investments LLC | — | 341 | $7K | — | SOLD |
| 78 | MCW | Mister Car Wash Inc | Consumer Cyclical | 1,179 | $7K | — | SOLD |
| 79 | NMAI | Nuveen Multi-Asset Income Fund | Financial Services | 500 | $7K | — | SOLD |
| 80 | FOLD | Amicus Therapeutics Inc | Healthcare | 453 | $6K | — | 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%