Massmutual Private Wealth & Trust, Fsb

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-01
Total Holdings: 2,387
Total Value: 3457154069
Accession Number: 0000950123-25-003277
Form Type: 13F-HR
CIK: 0001103653
Manager Name: Massmutual Private Wealth & Trust, Fsb

Data Enrichment

90% identified

2,150 identified237 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

2,387 positions • $3,457,154.069K total value

2,387 positions

Manager:

SEC FilingSEC DataHachi Filing

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ECOLAB INC.

ECL|278865100

96038(+3.7%)

Value:

$24.3B(+12.2%)

DANAHER CORP /DE/

DHR|235851102

109208(+8.2%)

Value:

$22.4B(-3.4%)

VERIZON COMMUNICATIONS INC

VZ|92343V104

469061(+4.3%)

Value:

$21.3B(+18.3%)

HONEYWELL INTERNATIONAL INC

HON|438516106

98346(-3.9%)

Value:

$20.8B(-9.9%)

ROPER TECHNOLOGIES INC

ROP|776696106

34833(+2.7%)

Value:

$20.5B(+16.5%)

NEXTERA ENERGY INC

NEE|65339F101

286162(+13.0%)

Value:

$20.3B(+11.7%)

808524862

831426(+0.9%)

Value:

$20.2B(+2.0%)

CATERPILLAR INC

CAT|149123101

57517(+1.1%)

Value:

$19.0B(-8.1%)

BlackRock, Inc.

BLK|09290D101

20004(-4.0%)

Value:

$18.9B(-11.3%)

Accenture plc

ACN|G1151C101

57278(+3.3%)

Value:

$17.9B(-8.4%)

808524854

710774(+1.8%)

Value:

$17.7B(+4.2%)

EXXON MOBIL CORP

XOM|30231G102

147054(+5.9%)

Value:

$17.5B(+17.1%)

Booking Holdings Inc.

BKNG|09857L108

3778(-3.8%)

Value:

$17.4B(-10.8%)

LINCOLN ELECTRIC HOLDINGS INC

LECO|533900106

89314(+6.4%)

Value:

$16.9B(+7.3%)

92206C409

213837(+4.0%)

Value:

$16.9B(+5.2%)

UNITEDHEALTH GROUP INC

UNH|91324P102

31542(-37.6%)

Value:

$16.5B(-35.4%)

RESMED INC

RMD|761152107

68739(+3.2%)

Value:

$15.4B(+1.0%)

025072604

AVEM|025072604

250620

Value:

$15.1B

SMITH A O CORP

AOS|831865209

227366(+6.6%)

Value:

$14.9B(+2.2%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

15611(-0.4%)

Value:

$14.8B(+2.8%)

Instrument	Shares		Other Manager	Value
Ecolab Inc.(ECLcusip278865100)	96.0K	QoQ +3.66% (+3.4K) YoY +11.90% (+10.2K)	All Managers (Combined)	$24.3M	QoQ +12.16% (+$2.6M) YoY +22.86% (+$4.5M)
Danaher Corp /De/(DHRcusip235851102)	109.2K	QoQ +8.21% (-8.3K) YoY +12.08% (-11.8K)	All Managers (Combined)	$22.4M	QoQ -3.35% (-$777.4K) YoY -7.99% (-$1.9M)
Verizon Communications Inc(VZcusip92343V104)	469.1K	QoQ +4.30% (+19.4K) YoY -3.63% (-17.7K)	All Managers (Combined)	$21.3M	QoQ +18.31% (+$3.3M) YoY +4.17% (-$853.3K)
Honeywell International Inc(HONcusip438516106)	98.3K	QoQ -3.90% (-4.0K) YoY -9.47% (-10.3K)	All Managers (Combined)	$20.8M	QoQ -9.92% (-$2.3M) YoY -6.60% (-$1.5M)
Roper Technologies Inc(ROPcusip776696106)	34.8K	QoQ +2.70% (+917) YoY +9.79% (+3.1K)	All Managers (Combined)	$20.5M	QoQ +16.47% (+$2.9M) YoY +15.41% (+$2.7M)
Nextera Energy Inc(NEEcusip65339F101)	286.2K	QoQ +12.99% (+32.9K) YoY +30.87% (+67.5K)	All Managers (Combined)	$20.3M	QoQ +11.73% (+$2.1M) YoY +45.16% (+$6.3M)
(cusip808524862)✕	831.4K	QoQ +0.87% (+7.2K) YoY +19.42% (-135.3K)	All Managers (Combined)	$20.2M	QoQ +2.05% (+$406.5K) YoY -39.70% (-$13.3M)
Caterpillar Inc(CATcusip149123101)	57.5K	QoQ +1.12% (-642) YoY -0.59% (-342)	All Managers (Combined)	$19.0M	QoQ -8.05% (-$1.7M) YoY -10.52% (-$2.2M)
Blackrock, Inc.(BLKcusip09290D101)	20.0K	QoQ -3.96% (-826) YoY NEW(+20.0K)	All Managers (Combined)	$18.9M	QoQ -11.33% (-$2.4M) YoY NEW(+$18.9M)
Accenture Plc(ACNcusipG1151C101)	57.3K	QoQ +3.28% (-1.8K) YoY +4.04% (-2.2K)	All Managers (Combined)	$17.9M	QoQ -8.38% (-$1.6M) YoY -6.33% (-$1.2M)
(cusip808524854)✕	710.8K	QoQ +1.81% (+12.7K) YoY +2295.11% (+681.1K)	All Managers (Combined)	$17.7M	QoQ +4.20% (+$712.5K) YoY +1113.91% (+$16.2M)
Exxon Mobil Corp(XOMcusip30231G102)	147.1K	QoQ +5.92% (+8.2K) YoY +46.50% (+46.7K)	All Managers (Combined)	$17.5M	QoQ +17.10% (+$2.6M) YoY +49.89% (+$5.8M)
Booking Holdings Inc.(BKNGcusip09857L108)	3.8K	QoQ -3.76% (-148) YoY -8.94% (-371)	All Managers (Combined)	$17.4M	QoQ -10.77% (-$2.1M) YoY +15.63% (-$2.4M)
Lincoln Electric Holdings Inc(LECOcusip533900106)	89.3K	QoQ +6.38% (+5.4K) YoY +18.96% (-14.2K)	All Managers (Combined)	$16.9M	QoQ +7.34% (+$1.2M) YoY -11.90% (-$2.3M)
(cusip92206C409)✕	213.8K	QoQ +3.99% (+8.2K) YoY +18.01% (+32.6K)	All Managers (Combined)	$16.9M	QoQ +5.23% (+$839.0K) YoY +20.50% (+$2.9M)
Unitedhealth Group Inc(UNHcusip91324P102)	31.5K	QoQ -37.61% (-19.0K) YoY -34.62% (-16.7K)	All Managers (Combined)	$16.5M	QoQ -35.40% (-$9.1M) YoY -30.78% (-$7.3M)
Resmed Inc(RMDcusip761152107)	68.7K	QoQ +3.21% (+2.1K) YoY +15.04% (+9.0K)	All Managers (Combined)	$15.4M	QoQ +1.03% (+$157.2K) YoY +30.04% (+$3.6M)
(AVEMcusip025072604)	250.6K	QoQ NEW(+250.6K) YoY NEW(+250.6K)	All Managers (Combined)	$15.1M	QoQ NEW(+$15.1M) YoY NEW(+$15.1M)
Smith A O Corp(AOScusip831865209)	227.4K	QoQ +6.61% (+14.1K) YoY +12.95% (-26.1K)	All Managers (Combined)	$14.9M	QoQ +2.16% (+$314.7K) YoY -17.47% (-$3.1M)
Costco Wholesale Corp /New(COSTcusip22160K105)	15.6K	QoQ -0.36% (-57) YoY +6.74% (+987)	All Managers (Combined)	$14.8M	QoQ +2.84% (-$408.5K) YoY +37.80% (+$4.1M)