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
301
$580K 0.01%
1,200
+141
302
$569K 0.01%
1,154
+426
303
$567K 0.01%
5,155
+99
304
$565K 0.01%
1,264
-145
305
$563K 0.01%
11,981
-60
306
$555K 0.01%
3,921
+58
307
$551K 0.01%
1,551
308
$538K 0.01%
3,018
+176
309
$537K 0.01%
4,010
-84
310
$527K 0.01%
3,737
+122
311
$527K 0.01%
1,521
-17
312
$523K 0.01%
7,500
+352
313
$522K 0.01%
8,360
-825
314
$520K 0.01%
482
-1
315
$515K 0.01%
111,035
316
$515K 0.01%
4,253
-69
317
$513K 0.01%
8,914
+349
318
$501K 0.01%
661
+36
319
$493K 0.01%
+10,500
320
$490K 0.01%
7,700
-174
321
$489K 0.01%
114
322
$487K 0.01%
4,727
-30
323
$485K 0.01%
4,258
-474
324
$479K 0.01%
17,534
-217
325
$478K 0.01%
2,487
-314
11 12
13
14 15