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
726
$62.8K ﹤0.01%
819
-90
727
$62.5K ﹤0.01%
699
+234
728
$62.2K ﹤0.01%
165
+31
729
$62.2K ﹤0.01%
1,000
730
$62.1K ﹤0.01%
984
-19
731
$61.8K ﹤0.01%
1,593
-40
732
$61.4K ﹤0.01%
464
-39
733
$60.3K ﹤0.01%
1,039
-45
734
$60.3K ﹤0.01%
3,545
-72
735
$60.3K ﹤0.01%
822
-2
736
$60.3K ﹤0.01%
554
-114
737
$60.2K ﹤0.01%
1,042
+19
738
$59.9K ﹤0.01%
3,548
739
$59.6K ﹤0.01%
1,097
-121
740
$59.4K ﹤0.01%
1,330
+194
741
$59.3K ﹤0.01%
1,032
-63
742
$59.1K ﹤0.01%
2,613
-198
743
$59K ﹤0.01%
2,890
744
$58.8K ﹤0.01%
750
-750
745
$58.4K ﹤0.01%
196
746
$58.3K ﹤0.01%
185
-20
747
$58.2K ﹤0.01%
375
-6
748
$58.2K ﹤0.01%
480
-29
749
$57.7K ﹤0.01%
892
+62
750
$57.6K ﹤0.01%
891
+28
28 29
30
31 32