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
26
$36.7M 0.94%
49,201
-1,665
27
$35.7M 0.91%
59,962
-163
28
$35.2M 0.9%
683,204
-11,060
29
$34.1M 0.87%
69,367
-150
30
$33.8M 0.86%
284,570
-2,640
31
$32.5M 0.83%
301,871
-12,396
32
$32.3M 0.82%
370,347
+751
33
$31.6M 0.81%
146,425
+53,000
34
$31.3M 0.8%
531,957
+18,053
35
$28.9M 0.74%
316,240
+10,256
36
$28.4M 0.72%
100,506
+208
37
$27.2M 0.69%
57,040
-2,118
38
$26.9M 0.69%
72,875
+4,313
39
$26.7M 0.68%
97,359
-44
40
$26.3M 0.67%
54,294
+1,150
41
$23.9M 0.61%
67,740
-4,211
42
$23.5M 0.6%
311,871
+12,025
43
$21.8M 0.56%
118,605
+5,025
44
$21.7M 0.55%
92,146
-130
45
$21.5M 0.55%
18,472
-949
46
$21.5M 0.55%
489,239
+4,897
47
$21.2M 0.54%
69,331
+76
48
$20.5M 0.52%
840,843
+16,425
49
$20.1M 0.51%
305,204
+41,265
50
$19.6M 0.5%
261,265
-12
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2
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