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
751
$57.5K ﹤0.01%
3,592
+487
752
$57.5K ﹤0.01%
209
-54
753
$57.4K ﹤0.01%
224
+179
754
$57.4K ﹤0.01%
690
-80
755
$57.2K ﹤0.01%
+779
756
$57.1K ﹤0.01%
648
+76
757
$57K ﹤0.01%
191
-2
758
$56.8K ﹤0.01%
247
+9
759
$56.5K ﹤0.01%
1,518
760
$56.1K ﹤0.01%
1,009
+315
761
$56K ﹤0.01%
276
-12
762
$55.9K ﹤0.01%
2,148
+20
763
$55.6K ﹤0.01%
220
764
$54.8K ﹤0.01%
1,928
-77
765
$54.6K ﹤0.01%
2,688
766
$54.5K ﹤0.01%
364
+75
767
$54.3K ﹤0.01%
739
768
$54.3K ﹤0.01%
+1,655
769
$54.3K ﹤0.01%
+400
770
$54.2K ﹤0.01%
213
-5
771
$53.9K ﹤0.01%
1,674
+285
772
$53.9K ﹤0.01%
180
-8
773
$53.8K ﹤0.01%
2,312
774
$53.6K ﹤0.01%
848
-10
775
$53.5K ﹤0.01%
1,105
-41
29 30
31
32 33