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
851
$42K ﹤0.01%
171
+60
852
$41.9K ﹤0.01%
1,842
-989
853
$41.9K ﹤0.01%
720
-73
854
$41.6K ﹤0.01%
723
-69
855
$41.4K ﹤0.01%
472
+81
856
$41.3K ﹤0.01%
1,020
-91
857
$41.3K ﹤0.01%
2,097
858
$41.3K ﹤0.01%
347
-3
859
$41.1K ﹤0.01%
608
-24
860
$41.1K ﹤0.01%
576
+36
861
$41K ﹤0.01%
+429
862
$41K ﹤0.01%
335
-21
863
$41K ﹤0.01%
2,225
864
$40.8K ﹤0.01%
284
-23
865
$40.6K ﹤0.01%
1,322
+176
866
$40.4K ﹤0.01%
388
-6
867
$40.1K ﹤0.01%
373
+1
868
$40.1K ﹤0.01%
946
+181
869
$39.9K ﹤0.01%
1,362
+90
870
$39.9K ﹤0.01%
802
-40
871
$39.7K ﹤0.01%
481
-75
872
$39.4K ﹤0.01%
1,144
+38
873
$39.4K ﹤0.01%
802
874
$39K ﹤0.01%
172
+3
875
$39K ﹤0.01%
350
+90
33 34
35
36 37