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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 93 of 120  ·  2,398 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 AMLX Amylyx Pharmaceuticals Inc Healthcare 240.0 $3K NEW $13.59 +0.1%
1842 RC Ready Capital Corp Real Estate 843.0 $3K NEW $3.87 -56.1%
1843 BBAI BigBear.ai Holdings Inc Technology 500.0 $3K NEW $6.52 -37.4%
1844 NNI Nelnet Inc Financial Services 26.0 $3K NEW $125.38 +2.7%
1845 SKY Champion Homes Inc Consumer Cyclical 42.0 $3K NEW $76.38 -14.6%
1846 ARVN Arvinas Inc Healthcare 376.0 $3K NEW $8.52 +6.8%
1847 WK Workiva Inc Technology 37.0 $3K NEW $86.08 -42.3%
1848 RRR Red Rock Resorts Inc Consumer Cyclical 52.0 $3K NEW $61.06 -15.5%
1849 GDV Gabelli Dividend & Income Trust/The Financial Services 117.0 $3K NEW $27.13 +7.0%
1850 BCBP BCB Bancorp Inc Financial Services 365.0 $3K NEW $8.68 +12.9%
1851 IPAR Interparfums Inc Consumer Defensive 32.0 $3K NEW $98.38 -12.1%
1852 DHT DHT Holdings Inc Energy 263.0 $3K NEW $11.95 +47.3%
1853 CPS Cooper-Standard Holdings Inc Consumer Cyclical 85.0 $3K NEW $36.93 -29.6%
1854 CUBI Customers Bancorp Inc Financial Services 48.0 $3K NEW $65.38 +12.1%
1855 WMG Warner Music Group Corp Communication Services 92.0 $3K NEW $34.07 +0.7%
1856 ANGO AngioDynamics Inc Healthcare 279.0 $3K NEW $11.17 +5.7%
1857 NODK NI Holdings Inc Financial Services 228.0 $3K NEW $13.56 +3.2%
1858 VRRM Verra Mobility Corp Technology 125.0 $3K NEW $24.70 -46.2%
1859 UNFI United Natural Foods Inc Consumer Defensive 82.0 $3K NEW $37.62 +33.6%
1860 DYN Dyne Therapeutics Inc Healthcare 243.0 $3K NEW $12.65 +25.8%
Page 93 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%