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
251
$912K 0.02%
4,228
-133
252
$909K 0.02%
2,822
+24
253
$904K 0.02%
20,620
+135
254
$899K 0.02%
20,707
+210
255
$886K 0.02%
8,729
+152
256
$883K 0.02%
925
+661
257
$881K 0.02%
4,082
+92
258
$881K 0.02%
3,056
-8,309
259
$880K 0.02%
8,260
-3,446
260
$879K 0.02%
4,319
-34
261
$864K 0.02%
7,782
+59
262
$853K 0.02%
1,421
+17
263
$850K 0.02%
16,822
-432
264
$844K 0.02%
2,877
-27
265
$838K 0.02%
4,160
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266
$808K 0.02%
8,378
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69,378
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268
$803K 0.02%
3,809
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269
$778K 0.02%
14,187
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270
$771K 0.02%
4,971
+3
271
$771K 0.02%
14,947
-373
272
$769K 0.02%
1,782
-12
273
$766K 0.02%
8,024
+1,488
274
$765K 0.02%
1,244
-231
275
$757K 0.02%
7,423
-11
9 10
11
12 13