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
76
$12M 0.31%
30,410
+714
77
$11.6M 0.3%
138,166
+8,768
78
$11.5M 0.29%
18,940
-168
79
$11.2M 0.28%
28,495
+1,704
80
$11.1M 0.28%
42,851
+908
81
$11M 0.28%
115,321
+15,825
82
$11M 0.28%
21,943
-1,245
83
$10.9M 0.28%
49,348
-2,219
84
$10.5M 0.27%
21,550
+971
85
$10.4M 0.26%
55,200
+1,073
86
$10.2M 0.26%
61,271
+191
87
$10.1M 0.26%
34,220
+477
88
$10.1M 0.26%
415,312
-1,803
89
$10.1M 0.26%
57,695
-4,045
90
$9.9M 0.25%
29,027
-427
91
$9.78M 0.25%
49,344
-68,082
92
$9.61M 0.24%
204,655
+11,372
93
$9.25M 0.24%
99,245
-4,191
94
$9.21M 0.23%
30,953
-1,668
95
$9.1M 0.23%
75,407
-857
96
$9.03M 0.23%
30,731
-2,014
97
$8.79M 0.22%
37,099
+2,809
98
$8.77M 0.22%
51,333
-81
99
$8.69M 0.22%
131,031
-17,609
100
$8.6M 0.22%
39,181
-4,994
2 3
4
5 6