MP
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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
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| 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 | +38.94% | +21.47% | 3,790,969.0 | Software | |
NVDA | NVIDIA Corp | 1,112,866 | 175,821.7 | -1.93% | 4.680 | -0.07% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
VO | Vanguard Mid-Cap ETF | 526,618 | 147,363.5 | +1.89% | 3.930 | +0.07% | 0.190 | +15.88% | +7.80% | 80,548.8 | ||
AAPL | Apple Inc | 711,878 | 146,056.0 | +0.96% | 3.890 | +0.04% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
AMZN | Amazon.com Inc | 482,938 | 105,951.8 | +1.28% | 2.820 | +0.04% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
VEA | Vanguard FTSE Developed Markets ETF | 1,580,727 | 90,117.3 | +2.89% | 2.400 | +0.07% | 0.060 | +11.61% | +18.44% | 157,607.2 | ||
JPM | JPMorgan Chase & Co | 290,889 | 84,331.6 | -2.56% | 2.250 | -0.05% | 0.010 | +26.17% | +23.48% | 800,897.6 | Banks | |
DFAS | Dimensional U.S. Small Cap ETF | 1,183,712 | 75,414.3 | +2.16% | 2.010 | +0.04% | 0.740 | +17.21% | +0.26% | 10,531.1 | ||
META | Meta Platforms Inc | 101,088 | 74,612.0 | +1.80% | 1.990 | +0.04% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
GOOGL | Alphabet Inc | 363,026 | 63,976.1 | -0.66% | 1.700 | -0.01% | 0.000 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media |
MassMutual Private Wealth & Trust, FSB's Historical Top Holdings Breakdowns
MassMutual Private Wealth & Trust, FSB's Top Stock Picks
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| 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 | $282.65 | -26.48% | Reduce -55.97% | 13,887 | -17,655 | |
CMCSA | Comcast Corp | 2025-06-30 | Reduce Reduce | -0.21% | 32.84 ($34.63) 36.9 | $34.54 | -0.26% | Reduce -69% | 87,606 | -195,000 | |
BX | Blackstone Inc | 2025-06-30 | Add Add | +0.19% | 120.07 ($137.44) 151.11 | $168.72 | 22.76% | Add 1294.47% | 51,414 | 47,727 | |
CSL | Carlisle Companies Inc | 2025-06-30 | Add Add | +0.14% | 317.1 ($370.78) 408.5 | $409.59 | 10.47% | Add 62.06% | 35,795 | 13,707 | |
STZ | Constellation Brands Inc | 2025-06-30 | Reduce Reduce | -0.14% | 160 ($179.43) 195.62 | $170.57 | -4.94% | Reduce -97.94% | 545 | -25,882 | |
NOW | ServiceNow Inc | 2025-06-30 | Add Add | +0.14% | 721.65 ($940.98) 1040.18 | $963.40 | 2.38% | 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 | $61.05 | 9.47% | Add 45.79% | 263,939 | 82,897 | |
NOC | Northrop Grumman Corp | 2025-06-30 | Reduce Reduce | -0.13% | 456.3 ($491.89) 540.39 | $519.04 | 5.52% | Reduce -31.71% | 19,108 | -8,874 | |
VRTX | Vertex Pharmaceuticals Inc | 2025-06-30 | Add Add | +0.12% | 421.16 ($461.21) 509.5 | $459.81 | -0.30% | Add 57.45% | 26,791 | 9,775 | |
AVGO | Broadcom Inc | 2025-06-30 | Add Add | +0.11% | 146.29 ($216.36) 275.65 | $283.34 | 30.96% | Add 7.11% | 221,360 | 14,689 |
MassMutual Private Wealth & Trust, FSB Total Holding History ($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
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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
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MassMutual Private Wealth & Trust, FSB's Holdings Bubble Chart
MassMutual Private Wealth & Trust, FSB News
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