Long-term investor
Massmutual Private Wealth & Trust, Fsb @massmutualprivatewealtht
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001103653).
Record
- Tracked since 2025-06-30 (434 days), 23 trades recorded
- Returns: week n/a · month n/a · 90 days +7.4% · 6 months +6.1% · 1 year +13.3% · all +13.3%
- Max drawdown -2.7% · Sharpe 0.81 · win rate 30% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.8% · long · since 2025-06-30
- NVDA · 4.8% · long · since 2025-06-30
- VO · 3.7% · long · since 2025-06-30
- MSFT · 3.5% · long · since 2025-06-30
- VEA · 2.8% · long · since 2025-06-30
- AMZN · 2.7% · long · since 2025-06-30
- GOOGL · 2.6% · long · since 2025-06-30
- JPM · 2.2% · long · since 2025-06-30
- AVGO · 2.1% · long · since 2025-06-30
- GOOG · 1.9% · long · since 2025-06-30
- CSCO · 1.5% · long · since 2025-06-30
- EFA · 1.5% · long · since 2025-06-30