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
451
$196K 0.01%
3,458
+234
452
$195K 0.01%
794
+11
453
$194K ﹤0.01%
1,273
-1
454
$193K ﹤0.01%
940
-91
455
$190K ﹤0.01%
2,788
-150
456
$188K ﹤0.01%
2,297
+62
457
$187K ﹤0.01%
6,858
-1,859
458
$187K ﹤0.01%
1,513
+129
459
$186K ﹤0.01%
752
+35
460
$185K ﹤0.01%
1,107
-1
461
$185K ﹤0.01%
2,850
+332
462
$184K ﹤0.01%
2,028
+21
463
$184K ﹤0.01%
983
+40
464
$182K ﹤0.01%
908
-377
465
$181K ﹤0.01%
4,617
+235
466
$178K ﹤0.01%
7,248
-544
467
$178K ﹤0.01%
2,411
-228
468
$177K ﹤0.01%
1,507
+1,363
469
$175K ﹤0.01%
2,328
-180
470
$174K ﹤0.01%
2,068
+110
471
$174K ﹤0.01%
2,586
-13
472
$173K ﹤0.01%
1,495
-219
473
$172K ﹤0.01%
2,132
+24
474
$171K ﹤0.01%
1,379
-462
475
$171K ﹤0.01%
1,407
-8