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
51
$19.4M 0.49%
138,249
-81,433
52
$19.3M 0.49%
25,269
+21,275
53
$19M 0.48%
69,360
-526
54
$18.9M 0.48%
95,380
-5,959
55
$18.6M 0.47%
41,836
-503
56
$18.5M 0.47%
232,065
+14,364
57
$18.5M 0.47%
49,468
-1,075
58
$18M 0.46%
718,072
+13,310
59
$17.6M 0.45%
156,377
+4,949
60
$17.4M 0.44%
34,881
-219
61
$17.4M 0.44%
236,461
+2,259
62
$17.1M 0.44%
315,429
-5,844
63
$17M 0.43%
222,104
-8,627
64
$16.8M 0.43%
129,997
+1,135
65
$16.4M 0.42%
24,517
-2,381
66
$15.7M 0.4%
106,249
+2,755
67
$15.2M 0.39%
115,528
+3,030
68
$14.2M 0.36%
60,242
+3,654
69
$14.1M 0.36%
234,531
+7,440
70
$14M 0.36%
15,087
-690
71
$13.9M 0.35%
17,469
-674
72
$13.8M 0.35%
164,055
+6,987
73
$13.2M 0.34%
83,338
+2,537
74
$13.2M 0.34%
53,552
-4,380
75
$12.8M 0.33%
39,029
+3,234
1 2
3
4 5