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
401
$262K 0.01%
2,185
+18
402
$261K 0.01%
1,666
-101
403
$261K 0.01%
814
-58
404
$259K 0.01%
2,256
-305
405
$254K 0.01%
3,057
+30
406
$251K 0.01%
1,064
-1,220
407
$250K 0.01%
775
-291
408
$250K 0.01%
918
+87
409
$248K 0.01%
2,710
-334
410
$245K 0.01%
6,974
+67
411
$243K 0.01%
4,078
+13
412
$243K 0.01%
13,965
+13,642
413
$243K 0.01%
380
+16
414
$243K 0.01%
1,518
415
$242K 0.01%
1,025
+26
416
$240K 0.01%
1,266
+166
417
$240K 0.01%
1,418
+47
418
$240K 0.01%
1,849
+245
419
$237K 0.01%
+5,665
420
$237K 0.01%
257
+8
421
$235K 0.01%
658
-62
422
$234K 0.01%
3,734
+482
423
$232K 0.01%
5,654
+410
424
$229K 0.01%
2,328
-213
425
$228K 0.01%
1,503
+89
15 16
17
18 19