MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.93B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,505
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$11.8M
3
+$3.08M
4
IBM icon
IBM
IBM
+$2.83M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.57M

Top Sells

1
+$28M
2
+$13.5M
3
+$11.6M
4
NVDA icon
NVIDIA
NVDA
+$6.85M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.61M

Sector Composition

1 Technology 23.06%
2 Financials 11.12%
3 Consumer Discretionary 8.11%
4 Industrials 7.68%
5 Healthcare 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.26M 0.03%
27,149
+77
227
$1.26M 0.03%
1,845
-118
228
$1.24M 0.03%
23,322
-209
229
$1.19M 0.03%
16,250
+822
230
$1.16M 0.03%
18,309
+924
231
$1.16M 0.03%
8,232
232
$1.1M 0.03%
18,176
+284
233
$1.1M 0.03%
3,455
-592
234
$1.05M 0.03%
37,035
-5,727
235
$1.01M 0.03%
29,884
-299
236
$1.01M 0.03%
5,712
-134
237
$1M 0.03%
6,205
+384
238
$993K 0.03%
10,825
-81
239
$990K 0.03%
44,410
240
$990K 0.03%
8,865
-10
241
$979K 0.02%
7,426
-10,629
242
$973K 0.02%
2,662
-56
243
$970K 0.02%
2,775
+18
244
$967K 0.02%
7,813
+13
245
$953K 0.02%
7,346
-85
246
$942K 0.02%
8,824
+75
247
$940K 0.02%
32,278
+1,308
248
$931K 0.02%
36,225
249
$927K 0.02%
1,951
-1
250
$914K 0.02%
4,627
+2
8 9
10
11 12