MP
| |
MassMutual Private Wealth & Trust, FSB13F | |
| MassMutual Private Wealth & Trust, FSB | |
| Last update 2025-07-09 | 2362 Stocks (169 new) |
| Value $3.75 Bil | Turnover 3 % |
MassMutual Private Wealth & Tr... Top Holdings of 2025-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 390,270 | 194,124.2 | +0.67% | 5.170 | +0.03% | 0.010 | +29.95% | +19.80% | 3,738,718.2 | Software | |
NVDA | NVIDIA Corp | 1,112,866 | 175,821.7 | -1.93% | 4.680 | -0.07% | 0.000 | +48.21% | +22.20% | 4,001,266.5 | Semiconductors | |
VO | Vanguard Mid-Cap ETF | 526,618 | 147,363.5 | +1.89% | 3.930 | +0.07% | 0.190 | +15.23% | +8.16% | 79,692.6 | ||
AAPL | Apple Inc | 711,878 | 146,056.0 | +0.96% | 3.890 | +0.04% | 0.000 | +3.15% | -16.49% | 3,115,912.0 | Hardware | |
AMZN | Amazon.com Inc | 482,938 | 105,951.8 | +1.28% | 2.820 | +0.04% | 0.000 | +23.92% | +2.87% | 2,396,004.6 | Retail - Cyclical | |
VEA | Vanguard FTSE Developed Markets ETF | 1,580,727 | 90,117.3 | +2.89% | 2.400 | +0.07% | 0.060 | +14.83% | +20.57% | 157,500.0 | ||
JPM | JPMorgan Chase & Co | 290,889 | 84,331.6 | -2.56% | 2.250 | -0.05% | 0.010 | +23.59% | +22.39% | 802,324.6 | Banks | |
DFAS | Dimensional U.S. Small Cap ETF | 1,183,712 | 75,414.3 | +2.16% | 2.010 | +0.04% | 0.740 | +17.76% | +1.17% | 10,501.9 | ||
META | Meta Platforms Inc | 101,088 | 74,612.0 | +1.80% | 1.990 | +0.04% | 0.000 | +35.75% | +23.33% | 1,812,628.8 | Interactive Media | |
GOOGL | Alphabet Inc | 363,026 | 63,976.1 | -0.66% | 1.700 | -0.01% | 0.000 | +14.28% | -3.86% | 2,209,346.0 | Interactive Media |
MassMutual Private Wealth & Trust, FSB's Historical Top Holdings Breakdowns
MassMutual Private Wealth & Trust, FSB's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
UNH | UnitedHealth Group Inc | 2025-06-30 | Reduce Reduce | -0.27% | 274.35 ($384.44) 599.47 | $300.58 | -21.81% | Reduce -55.97% | 13,887 | -17,655 | |
CMCSA | Comcast Corp | 2025-06-30 | Reduce Reduce | -0.21% | 32.84 ($34.63) 36.9 | $35.64 | 2.92% | Reduce -69% | 87,606 | -195,000 | |
BX | Blackstone Inc | 2025-06-30 | Add Add | +0.19% | 120.07 ($137.44) 151.11 | $163.36 | 18.86% | Add 1294.47% | 51,414 | 47,727 | |
CSL | Carlisle Companies Inc | 2025-06-30 | Add Add | +0.14% | 317.1 ($370.78) 408.5 | $414.71 | 11.85% | Add 62.06% | 35,795 | 13,707 | |
STZ | Constellation Brands Inc | 2025-06-30 | Reduce Reduce | -0.14% | 160 ($179.43) 195.62 | $164.58 | -8.28% | Reduce -97.94% | 545 | -25,882 | |
NOW | ServiceNow Inc | 2025-06-30 | Add Add | +0.14% | 721.65 ($940.98) 1040.18 | $961.78 | 2.21% | Add 28.48% | 22,716 | 5,035 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-06-30 | Add Add | +0.13% | 47.74 ($55.77) 60.03 | $60.17 | 7.89% | Add 45.79% | 263,939 | 82,897 | |
NOC | Northrop Grumman Corp | 2025-06-30 | Reduce Reduce | -0.13% | 456.3 ($491.89) 540.39 | $521.11 | 5.94% | Reduce -31.71% | 19,108 | -8,874 | |
VRTX | Vertex Pharmaceuticals Inc | 2025-06-30 | Add Add | +0.12% | 421.16 ($461.21) 509.5 | $472.35 | 2.42% | Add 57.45% | 26,791 | 9,775 | |
AVGO | Broadcom Inc | 2025-06-30 | Add Add | +0.11% | 146.29 ($216.36) 275.65 | $275.60 | 27.38% | Add 7.11% | 221,360 | 14,689 |
MassMutual Private Wealth & Trust, FSB Total Holding History ($B)
MassMutual Private Wealth & Trust, FSB's Asset Allocation
MassMutual Private Wealth & Trust, FSB Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
MassMutual Private Wealth & Trust, FSB's Hypothetical Growth since 2025-06-30
MassMutual Private Wealth & Trust, FSB's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MassMutual Private Wealth & Trust, FSB's Holdings Heat Map
Size field:
MassMutual Private Wealth & Trust, FSB's Holdings Bubble Chart
MassMutual Private Wealth & Trust, FSB News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers