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
526
$131K ﹤0.01%
3,237
-199
527
$131K ﹤0.01%
1,931
-1,016
528
$130K ﹤0.01%
1,898
529
$130K ﹤0.01%
245
-17
530
$130K ﹤0.01%
1,546
+39
531
$129K ﹤0.01%
86
-7
532
$129K ﹤0.01%
1,150
+27
533
$128K ﹤0.01%
4,422
+31
534
$127K ﹤0.01%
767
535
$127K ﹤0.01%
1,347
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536
$127K ﹤0.01%
4,811
-15
537
$126K ﹤0.01%
7,408
+507
538
$126K ﹤0.01%
1,056
-16
539
$125K ﹤0.01%
1,200
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540
$125K ﹤0.01%
1,057
-26
541
$125K ﹤0.01%
1,786
+46
542
$125K ﹤0.01%
1,629
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543
$124K ﹤0.01%
562
+33
544
$123K ﹤0.01%
429
-4
545
$122K ﹤0.01%
1,183
+127
546
$122K ﹤0.01%
2,294
-3
547
$121K ﹤0.01%
847
-5,264
548
$121K ﹤0.01%
1,701
-21
549
$119K ﹤0.01%
616
-216
550
$118K ﹤0.01%
2,134
-527