Massmutual Trust Co. Fsb/adv
MassMutual Trust Company, FSB (doing business as MassMutual Private Wealth & Trust) is a wholly owned subsidiary of Massachusetts Mutual Life Insurance Company, headquartered in Springfield, Massachusetts. Founded as part of MassMutual's legacy since 1851, it specializes in comprehensive trust and fiduciary services, wealth management, and estate planning solutions for high-net-worth individuals and families. The firm employs a team of highly qualified professionals who deliver customized investment, trust, and estate planning services, always acting as a fiduciary in the best interest of clients. MassMutual Trust serves the needs of individuals seeking to preserve, grow, and transfer wealth.
Investment Strategy
MassMutual Trust Company employs a comprehensive wealth management approach focused on long-term financial security, asset preservation, and intergenerational wealth transfer. Their strategy integrates customized investment management, trust and fiduciary services, and estate planning to align with clients’ goals and values. As a fiduciary, the firm emphasizes prudent risk management and diversified portfolios—leveraging its relationship with MassMutual for stability and scale. MassMutual Trust structures individualized solutions for each client, coordinating with other financial professionals to deliver holistic planning and secure legacies for future generations.
Top Holdings
Equity Positions (2,314)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA Corp | 5.10% | $200.3M | 1,073,543 | $9.68 | $186.58 | +$24.5M |
M MSFT | Microsoft Corp | 5.04% | $198.0M | 382,294 | $137.08 | $517.95 | +$3.9M |
A AAPL | Apple Inc | 4.57% | $179.6M | 705,260 | $52.57 | $254.63 | +$33.5M |
V VO | Vanguard Mid-Cap ETF | 3.92% | $154.0M | 524,143 | $209.00 | $293.74 | +$6.6M |
A AMZN | Amazon.com Inc | 2.65% | $104.1M | 474,083 | $92.42 | $219.57 | -$1.9M |