Institutional Fund
Massmutual Private Wealth & Trust, Fsb
Windsor, CTCIK 11036535 filings on record
Portfolio Value
$3.67B
Q1 2026
Holdings
2,418
Reported positions
New Buys
172
Opened this quarter
QoQ Change
-5.5%
from $3.89B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation4.7%
- Apple Inc4.6%
- Vanguard Index Fds4.0%
- Microsoft Corp3.7%
- Vanguard Tax-Managed Fds2.7%
- Amazon Com Inc2.5%
- Other77.7%
Portfolio Holdings
2,418 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 985.4K | $171.85M | 4.7% | −57.6K | Reduced |
| 2 | Apple Inc | 671.0K | $170.28M | 4.6% | −14.9K | Reduced |
| 3 | Vanguard Index Fds | 514.4K | $147.72M | 4.0% | −6.9K | Reduced |
| 4 | Microsoft Corp | 369.1K | $136.65M | 3.7% | −3.0K | Reduced |
| 5 | Vanguard Tax-Managed Fds | 1.55M | $99.62M | 2.7% | −9.9K | Reduced |
| 6 | Amazon Com Inc | 446.9K | $93.09M | 2.5% | −9.5K | Reduced |
| 7 | Alphabet Inc | 304.5K | $87.55M | 2.4% | −18.8K | Reduced |
| 8 | Jpmorgan Chase & Co. | 257.9K | $75.86M | 2.1% | −8.3K | Reduced |
| 9 | Broadcom Inc | 215.4K | $66.67M | 1.8% | −1.8K | Reduced |
| 10 | Alphabet Inc | 220.8K | $63.35M | 1.7% | −11.9K | Reduced |
2,408 more holdings on Premium
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