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
976
$28.5K ﹤0.01%
1,403
+34
977
$28.2K ﹤0.01%
159
+36
978
$28.1K ﹤0.01%
1,086
+1,079
979
$28.1K ﹤0.01%
214
980
$28K ﹤0.01%
196
-8
981
$28K ﹤0.01%
4,405
982
$27.9K ﹤0.01%
136
+1
983
$27.9K ﹤0.01%
1,270
984
$27.8K ﹤0.01%
159
-16
985
$27.7K ﹤0.01%
911
+45
986
$27.5K ﹤0.01%
171
-11
987
$27.4K ﹤0.01%
562
+139
988
$27.4K ﹤0.01%
111
989
$27.2K ﹤0.01%
410
990
$27K ﹤0.01%
168
-28
991
$27K ﹤0.01%
409
992
$27K ﹤0.01%
1,501
+666
993
$26.9K ﹤0.01%
194
-4
994
$26.6K ﹤0.01%
3,326
995
$26.5K ﹤0.01%
1,001
996
$26.5K ﹤0.01%
727
-14
997
$26.4K ﹤0.01%
393
998
$26.4K ﹤0.01%
253
-336
999
$26.4K ﹤0.01%
304
+4
1000
$26.3K ﹤0.01%
79
38 39
40
41 42