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
626
$91.3K ﹤0.01%
1,653
-80
627
$91.3K ﹤0.01%
1,297
+142
628
$89.8K ﹤0.01%
197
+1
629
$89.5K ﹤0.01%
277
+3
630
$89.2K ﹤0.01%
1,922
+170
631
$88.9K ﹤0.01%
212
-31
632
$88.7K ﹤0.01%
2,147
+69
633
$88.4K ﹤0.01%
1,257
+269
634
$88.3K ﹤0.01%
831
-65
635
$87.9K ﹤0.01%
1,000
636
$87.6K ﹤0.01%
8,846
+136
637
$86.5K ﹤0.01%
153
-2
638
$86.1K ﹤0.01%
147
639
$85.8K ﹤0.01%
2,406
-154
640
$85.6K ﹤0.01%
2,304
-3
641
$85.5K ﹤0.01%
326
+8
642
$84.7K ﹤0.01%
536
-9
643
$84.6K ﹤0.01%
166
644
$84.1K ﹤0.01%
373
+17
645
$84K ﹤0.01%
2,562
-19
646
$83.7K ﹤0.01%
691
647
$83.4K ﹤0.01%
738
-30
648
$83.1K ﹤0.01%
296
+16
649
$82.8K ﹤0.01%
883
-7
650
$82K ﹤0.01%
243