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
651
$81.9K ﹤0.01%
1,998
-2,122
652
$81.4K ﹤0.01%
431
-3
653
$81K ﹤0.01%
622
+36
654
$81K ﹤0.01%
886
-101
655
$80.7K ﹤0.01%
280
+16
656
$80.5K ﹤0.01%
3,253
-110
657
$80K ﹤0.01%
153
-21
658
$80K ﹤0.01%
987
-3
659
$79.7K ﹤0.01%
611
-23
660
$79.6K ﹤0.01%
2,494
+153
661
$79.3K ﹤0.01%
805
-75
662
$79.1K ﹤0.01%
245
663
$79K ﹤0.01%
555
-120
664
$78.3K ﹤0.01%
980
+3
665
$78.3K ﹤0.01%
1,170
+21
666
$77.7K ﹤0.01%
1,187
-153
667
$77.5K ﹤0.01%
831
-107
668
$77.2K ﹤0.01%
4,214
+2,300
669
$76.5K ﹤0.01%
+1,123
670
$75.8K ﹤0.01%
796
-103
671
$75.8K ﹤0.01%
200
672
$75.7K ﹤0.01%
1,492
+1,412
673
$75.2K ﹤0.01%
408
-11
674
$75.2K ﹤0.01%
424
+60
675
$74.9K ﹤0.01%
695
+28
25 26
27
28 29