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
276
$754K 0.02%
1
277
$750K 0.02%
5,280
+2,700
278
$728K 0.02%
15,314
-1,319
279
$728K 0.02%
13,986
+5,717
280
$724K 0.02%
7,034
-2,957
281
$714K 0.02%
1,133
-72
282
$713K 0.02%
27,561
+6,124
283
$698K 0.02%
2,329
-293
284
$689K 0.02%
7,863
-245
285
$675K 0.02%
4,966
-932
286
$671K 0.02%
869
+6
287
$670K 0.02%
14,267
+563
288
$640K 0.02%
7,995
-168
289
$629K 0.02%
4,314
+225
290
$623K 0.02%
3,723
+185
291
$602K 0.02%
768
-68
292
$600K 0.02%
12,872
-2,114
293
$598K 0.02%
17,829
+1,900
294
$595K 0.02%
37,328
+1,956
295
$595K 0.02%
24,035
-5,712
296
$595K 0.02%
6,092
-41
297
$591K 0.02%
11,944
+4,508
298
$588K 0.02%
+7,802
299
$584K 0.01%
2,364
-159
300
$584K 0.01%
+7,740
10 11
12
13 14