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
426
$227K 0.01%
1,277
-4,731
427
$227K 0.01%
1,770
-7
428
$226K 0.01%
873
+19
429
$220K 0.01%
9,857
430
$218K 0.01%
647
+224
431
$217K 0.01%
1,627
+64
432
$216K 0.01%
2,568
-15,320
433
$216K 0.01%
2,617
-274
434
$212K 0.01%
819
+31
435
$212K 0.01%
1,436
+43
436
$210K 0.01%
+1,105
437
$208K 0.01%
5,859
-17,873
438
$205K 0.01%
1,467
+42
439
$205K 0.01%
4,484
+126
440
$204K 0.01%
1,530
+176
441
$204K 0.01%
1,090
+254
442
$203K 0.01%
2,587
-40
443
$203K 0.01%
16,956
+1,257
444
$203K 0.01%
1,159
+49
445
$202K 0.01%
465
446
$199K 0.01%
2,387
-284
447
$198K 0.01%
864
-46
448
$198K 0.01%
10,135
-159
449
$197K 0.01%
7,724
-4,821
450
$197K 0.01%
+9,378
16 17
18
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