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Portfolio (Quarterly) Guide ↗

MassMutual Private Wealth & Trust, FSB

· CIK 0001103653
13F Portfolio $3.9B AUM Filed Oct 22, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2398 New
Page 80 of 120  ·  2,398 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 ST Sensata Technologies Holding PLC Technology 209.0 $6K NEW $30.55 +56.3%
1582 Cushman & Wakefield PLC 401.0 $6K NEW $15.92
1583 LMND Lemonade Inc Financial Services 119.0 $6K NEW $53.53 +6.6%
1584 FIVE Five Below Inc Consumer Cyclical 41.0 $6K NEW $154.71 +42.1%
1585 Veritex Holdings Inc 189.0 $6K NEW $33.53
1586 PRGS Progress Software Corp Technology 144.0 $6K NEW $43.93 -33.5%
1587 MAC Macerich Co/The Real Estate 347.0 $6K NEW $18.20 +22.9%
1588 OCUL Ocular Therapeutix Inc Healthcare 540.0 $6K NEW $11.69 -29.7%
1589 IGIC International General Insurance Holdings Ltd Financial Services 272.0 $6K NEW $23.20 +11.7%
1590 ALG Alamo Group Inc Industrials 33.0 $6K NEW $190.91 -21.5%
1591 YOU Clear Secure Inc Technology 186.0 $6K NEW $33.38 +85.8%
1592 TRN Trinity Industries Inc Industrials 221.0 $6K NEW $28.04 +20.4%
1593 MSM MSC Industrial Direct Co Inc Industrials 67.0 $6K NEW $92.13 +15.0%
1594 ASAN Asana Inc Technology 459.0 $6K NEW $13.36 -52.4%
1595 UA Under Armour Inc Consumer Cyclical 1,258.0 $6K NEW $4.83 +4.1%
1596 APPF Appfolio Inc Technology 22.0 $6K NEW $275.68 -41.1%
1597 MIRM Mirum Pharmaceuticals Inc Healthcare 82.0 $6K NEW $73.30 +37.3%
1598 BRT BRT Apartments Corp Real Estate 382.0 $6K NEW $15.66 -6.8%
1599 RNG RingCentral Inc Technology 211.0 $6K NEW $28.34 +53.5%
1600 AIN Albany International Corp Consumer Cyclical 112.0 $6K NEW $53.30 +14.4%
Page 80 of 120  ·  2,398 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 30.9%
Financial Services 15.3%
Industrials 11.5%
Consumer Cyclical 11.2%
Healthcare 9.2%
Communication Services 8.9%
Consumer Defensive 5.4%
Energy 3.6%
Utilities 1.6%
Basic Materials 1.4%