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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 24 of 46  ·  902 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 BOX Box Inc Technology 1,229.0 $37K 0.00% -131.0 -9.6% $29.91 -14.1%
462 IP International Paper Co Consumer Cyclical 932.0 $37K 0.00% -990.0 -51.5% $39.39 -22.8%
463 Everest Re Group Ltd 103.0 $35K 0.00% -48.0 -31.8% $339.35
464 CRDO Credo Technology Group Holding Ltd Technology 238.0 $34K 0.00% -4.0 -1.6% $143.89 +19.7%
465 CPB Campbell Soup Co Consumer Defensive 1,221.0 $34K 0.00% -837.0 -40.7% $27.87 -27.0%
466 PFLD AAM Low Duration Preferred and Income Securities ETF 1,720.0 $34K 0.00% -377.0 -18.0% $19.57 +0.0%
467 PFGC Performance Food Group Co Consumer Defensive 374.0 $34K 0.00% -14.0 -3.6% $89.92 +6.9%
468 IART Integra LifeSciences Holdings Corp Healthcare 2,699.0 $34K 0.00% -7K -73.2% $12.42 +13.6%
469 SPXC SPX Technologies Inc Com Industrials 167.0 $33K 0.00% -5.0 -2.9% $200.06 +0.2%
470 AKR Acadia Realty Trust Real Estate 1,621.0 $33K 0.00% -108.0 -6.2% $20.54 +2.8%
471 WING Wingstop Inc Consumer Cyclical 139.0 $33K 0.00% -8.0 -5.4% $238.49 -45.9%
472 POST Post Holdings Inc Consumer Defensive 332.0 $33K 0.00% -41.0 -11.0% $99.05 +0.6%
473 AIT Applied Industrial Technologies Inc Industrials 128.0 $33K 0.00% -4.0 -3.0% $256.77 +17.9%
474 POOL Pool Corp Industrials 142.0 $32K 0.00% -85.0 -37.4% $228.75 -20.7%
475 INVH Invitation Homes Inc Real Estate 1,158.0 $32K 0.00% -204.0 -15.0% $27.79 +3.5%
476 COHU Cohu Inc Technology 1,375.0 $32K 0.00% -28.0 -2.0% $23.27 +89.9%
477 NEU NewMarket Corp Basic Materials 46.0 $32K 0.00% -1.0 -2.1% $687.26 +2.0%
478 NCLH Norwegian Cruise Line Holdings Ltd Consumer Cyclical 1,414.0 $32K 0.00% -84.0 -5.6% $22.32 -31.6%
479 REXR Rexford Industrial Realty Inc Real Estate 814.0 $32K 0.00% -9.0 -1.1% $38.72 -8.9%
480 VNO Vornado Realty Trust Real Estate 946.0 $31K 0.00% -74.0 -7.2% $33.28 -4.9%
Page 24 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%