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
1001
$26.3K ﹤0.01%
2,120
+22
1002
$26.2K ﹤0.01%
170
1003
$26.2K ﹤0.01%
56
-52
1004
$25.9K ﹤0.01%
172
+41
1005
$25.8K ﹤0.01%
686
-16
1006
$25.8K ﹤0.01%
617
1007
$25.8K ﹤0.01%
95
1008
$25.7K ﹤0.01%
210
+77
1009
$25.7K ﹤0.01%
900
1010
$25.7K ﹤0.01%
392
1011
$25.6K ﹤0.01%
147
-101
1012
$25.5K ﹤0.01%
144
1013
$25.5K ﹤0.01%
933
-184
1014
$25.4K ﹤0.01%
642
-9
1015
$25.3K ﹤0.01%
3,439
-549
1016
$25.3K ﹤0.01%
1,484
1017
$25.3K ﹤0.01%
914
-53
1018
$25.2K ﹤0.01%
727
+18
1019
$25.2K ﹤0.01%
1,224
1020
$25.2K ﹤0.01%
533
-25
1021
$25K ﹤0.01%
479
-49
1022
$25K ﹤0.01%
727
1023
$24.9K ﹤0.01%
145
1024
$24.9K ﹤0.01%
2,045
+397
1025
$24.9K ﹤0.01%
586
-11
39 40
41
42 43