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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 17 of 46  ·  902 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FND Floor & Decor Holdings Inc Consumer Cyclical 1,920.0 $117K 0.00% -491.0 -20.4% $60.89 -26.1%
322 VICI VICI Properties Inc Real Estate 4,157.0 $117K 0.00% -251.0 -5.7% $28.12 +1.4%
323 HUBB Hubbell Inc Industrials 261.0 $116K 0.00% -6.0 -2.2% $444.11 +6.0%
324 EWU iShares MSCI United Kingdom ETF 2,613.0 $115K 0.00% -182.0 -6.5% $43.98 +5.3%
325 LII Lennox International Inc Industrials 229.0 $111K 0.00% -16.0 -6.5% $485.58 +3.3%
326 NTAP NetApp Inc Technology 1,022.0 $109K 0.00% -35.0 -3.3% $107.09 +12.6%
327 TPR Tapestry Inc Consumer Cyclical 856.0 $109K 0.00% -94.0 -9.9% $127.77 +2.7%
328 NVT nVent Electric PLC Industrials 1,072.0 $109K 0.00% -6.0 -0.6% $101.97 +57.6%
329 LULU Lululemon Athletica Inc Consumer Cyclical 517.0 $107K 0.00% -760.0 -59.5% $207.81 -42.1%
330 LH Labcorp Holdings Inc Healthcare 424.0 $106K 0.00% -5.0 -1.2% $250.88 +1.9%
331 VRSN VeriSign Inc Technology 409.0 $99K 0.00% -170.0 -29.4% $242.95 +25.7%
332 RKLB Rocket Lab Corp Industrials 1,419.0 $99K 0.00% -67.0 -4.5% $69.76 +88.0%
333 ALC Alcon AG Healthcare 1,248.0 $98K 0.00% -214.0 -14.6% $78.81 -15.9%
334 KMB Kimberly-Clark Corp Consumer Defensive 974.0 $98K 0.00% -405.0 -29.4% $100.89 -4.3%
335 Atlanta Braves Holdings Inc 2,444.0 $96K 0.00% -325.0 -11.7% $39.45
336 ESLT Elbit Systems Ltd Industrials 165.0 $95K 0.00% -1.0 -0.6% $577.71 +31.7%
337 LYV Live Nation Entertainment Inc Communication Services 655.0 $93K 0.00% -30.0 -4.4% $142.50 +17.5%
338 CW Curtiss-Wright Corp Industrials 169.0 $93K 0.00% -2.0 -1.2% $551.27 +28.9%
339 EWL iShares MSCI Switzerland ETF 1,545.0 $93K 0.00% -108.0 -6.5% $59.96 +2.8%
340 NXPI NXP Semiconductors NV Technology 422.0 $92K 0.00% -8.0 -1.9% $217.06 +34.4%
Page 17 of 46  ·  902 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%