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
576
$108K ﹤0.01%
950
-7
577
$107K ﹤0.01%
518
+312
578
$107K ﹤0.01%
2,040
+9
579
$106K ﹤0.01%
1,078
-66
580
$106K ﹤0.01%
1,033
+16
581
$106K ﹤0.01%
2,645
+105
582
$105K ﹤0.01%
516
+2
583
$104K ﹤0.01%
6,137
+149
584
$104K ﹤0.01%
840
+3
585
$104K ﹤0.01%
748
+60
586
$103K ﹤0.01%
659
-1,216
587
$103K ﹤0.01%
1,935
-328
588
$103K ﹤0.01%
409
-114
589
$103K ﹤0.01%
1,807
+156
590
$102K ﹤0.01%
2,076
+637
591
$102K ﹤0.01%
1,206
-9
592
$102K ﹤0.01%
726
+109
593
$102K ﹤0.01%
938
+107
594
$101K ﹤0.01%
1,057
+104
595
$100K ﹤0.01%
43
596
$100K ﹤0.01%
1,105
+136
597
$99.9K ﹤0.01%
6,157
-2,726
598
$99.8K ﹤0.01%
3,122
+129
599
$99.8K ﹤0.01%
1,450
-66
600
$98.4K ﹤0.01%
2,630
-499
22 23
24
25 26