StockDriftsStockDriftsTop 50 Massmutual Private Wealth & Trust Fsb Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 5.38% | 612.7K | $204.1M | -4.70%(-30.21K) | $59.64(+474.98%) | 2026-09-30 | |
| NVDA | NVIDIA Corp | 5.31% | 881.5K | $201.3M | -4.19%(-38.58K) | $10.57(+1953.85%) | 2026-09-30 | |
| MSFT | Microsoft Corp | 4.79% | 353.8K | $181.4M | -2.76%(-10.04K) | $146.26(+264.78%) | 2026-09-30 | |
| VO | Vanguard Morningstar Mid-Cap ETF | 3.46% | 1.67M | $131.2M | -6.63%(-118.78K) | $45.39(+76.44%) | 2026-09-30 | |
| VEA | Vanguard FTSE Developed Markets ETF | 2.76% | 1.48M | $104.7M | -2.70%(-41.13K) | $45.10(+53.81%) | 2026-09-30 | |
| AMZN | Amazon.com Inc | 2.68% | 408.2K | $101.7M | -5.25%(-22.60K) | $103.54(+153.49%) | 2026-09-30 | |
| GOOGL | Alphabet Inc | 2.4% | 264.0K | $90.8M | -5.49%(-15.34K) | $52.71(+553.00%) | 2026-09-30 | |
| JPM | JPMorgan Chase & Co | 2.2% | 251.7K | $83.3M | -4.50%(-11.85K) | $119.68(+178.69%) | 2026-09-30 | |
| AVGO | Broadcom INC | 1.88% | 203.1K | $71.3M | -4.82%(-10.29K) | $92.60(+261.34%) | 2026-09-30 | |
| META | Meta Platforms Inc | 1.88% | 98.1K | $71.1M | -2.95%(-2.99K) | $228.46(+208.78%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.74% | +76.00% | +11.60% | +73.10% |
| Top 20 Holdings Unweighted | +18.89% | +68.06% | +10.56% | +65.17% |
Massmutual Private Wealth & Trust Fsb reports $3.79B in US-listed equity holdings across 2,398 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.4%), NVDA (5.3%) and MSFT (4.8%). The top 20 holdings account for 46.46% of reported assets. Its disclosed equity book has returned +76.00% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Massmutual Private Wealth & Trust Fsb’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1103653). View Massmutual Private Wealth & Trust Fsb’s 13F filings on SEC