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
376
$310K 0.01%
432
+10
377
$309K 0.01%
1,296
+186
378
$307K 0.01%
427
+115
379
$301K 0.01%
3,990
-754
380
$296K 0.01%
1,511
+34
381
$295K 0.01%
2,102
382
$293K 0.01%
4,022
-957
383
$292K 0.01%
3,844
-61
384
$289K 0.01%
1,246
+14
385
$286K 0.01%
931
-19
386
$285K 0.01%
1,517
+80
387
$281K 0.01%
679
-11
388
$280K 0.01%
658
+16
389
$280K 0.01%
19,059
+17,757
390
$277K 0.01%
+5,493
391
$277K 0.01%
1,475
-18
392
$275K 0.01%
3,749
-54
393
$274K 0.01%
208
-49
394
$274K 0.01%
2,111
-149
395
$272K 0.01%
3,022
-228
396
$270K 0.01%
1,400
-74
397
$270K 0.01%
566
+4
398
$268K 0.01%
1,702
+1
399
$267K 0.01%
4,363
-349
400
$263K 0.01%
1,600
14 15
16
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