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
901
$35.2K ﹤0.01%
438
-6
902
$35.2K ﹤0.01%
242
+50
903
$35.2K ﹤0.01%
871
904
$35.2K ﹤0.01%
1,331
+49
905
$35.2K ﹤0.01%
865
-60
906
$34.9K ﹤0.01%
261
-29
907
$34.8K ﹤0.01%
1,729
-32
908
$34.5K ﹤0.01%
356
+11
909
$34.5K ﹤0.01%
132
-2
910
$34.4K ﹤0.01%
559
-261
911
$34.3K ﹤0.01%
259
-13,930
912
$34.3K ﹤0.01%
175
+43
913
$34.2K ﹤0.01%
722
+76
914
$34K ﹤0.01%
464
915
$34K ﹤0.01%
19
916
$33.9K ﹤0.01%
1,009
+36
917
$33.9K ﹤0.01%
93
-7
918
$33.8K ﹤0.01%
823
+66
919
$33.8K ﹤0.01%
796
+21
920
$33.7K ﹤0.01%
905
+301
921
$33.6K ﹤0.01%
159
+92
922
$33.6K ﹤0.01%
413
+27
923
$33.6K ﹤0.01%
+1,245
924
$33.5K ﹤0.01%
236
-3
925
$33.4K ﹤0.01%
+337