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
701
$68.5K ﹤0.01%
3,296
702
$68K ﹤0.01%
1,348
-106
703
$67.9K ﹤0.01%
328
+61
704
$67.7K ﹤0.01%
681
-6
705
$66.7K ﹤0.01%
311
+38
706
$66.4K ﹤0.01%
550
-411
707
$66.4K ﹤0.01%
10,668
+96
708
$66.2K ﹤0.01%
1,032
+300
709
$66.1K ﹤0.01%
531
+9
710
$65.7K ﹤0.01%
732
-5
711
$65.6K ﹤0.01%
292
+52
712
$65.4K ﹤0.01%
546
713
$65.1K ﹤0.01%
466
+125
714
$65.1K ﹤0.01%
332
715
$65K ﹤0.01%
2,058
+1,149
716
$64.7K ﹤0.01%
1,532
-296
717
$64.7K ﹤0.01%
638
-184
718
$64.3K ﹤0.01%
1,096
+27
719
$64.1K ﹤0.01%
164
-1
720
$63.7K ﹤0.01%
473
-72
721
$63.7K ﹤0.01%
781
-114
722
$63.6K ﹤0.01%
1,181
723
$63.3K ﹤0.01%
1,442
+122
724
$63.3K ﹤0.01%
354
+10
725
$63.2K ﹤0.01%
211
+1
27 28
29
30 31