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
476
$169K ﹤0.01%
138
+6
477
$169K ﹤0.01%
3,839
-516
478
$169K ﹤0.01%
1,212
+45
479
$168K ﹤0.01%
1,275
+3
480
$167K ﹤0.01%
294
+32
481
$166K ﹤0.01%
1,425
482
$164K ﹤0.01%
199
483
$164K ﹤0.01%
568
-21
484
$162K ﹤0.01%
2,000
485
$162K ﹤0.01%
579
-35
486
$161K ﹤0.01%
1,275
+48
487
$160K ﹤0.01%
2,684
+34
488
$159K ﹤0.01%
1,053
+23
489
$157K ﹤0.01%
3,487
-484
490
$153K ﹤0.01%
1,072
+355
491
$153K ﹤0.01%
1,520
-116
492
$152K ﹤0.01%
+3,000
493
$152K ﹤0.01%
440
+48
494
$152K ﹤0.01%
234
-7
495
$151K ﹤0.01%
895
+42
496
$150K ﹤0.01%
927
-84
497
$150K ﹤0.01%
691
-35
498
$149K ﹤0.01%
783
-110
499
$148K ﹤0.01%
1,483
500
$145K ﹤0.01%
1,758
-66
18 19
20
21 22