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
1026
$24.9K ﹤0.01%
837
-86
1027
$24.9K ﹤0.01%
395
1028
$24.8K ﹤0.01%
363
+11
1029
$24.7K ﹤0.01%
927
-335
1030
$24.6K ﹤0.01%
295
-80
1031
$24.5K ﹤0.01%
711
1032
$24.5K ﹤0.01%
134
1033
$24.5K ﹤0.01%
452
+95
1034
$24.4K ﹤0.01%
543
-11
1035
$24.3K ﹤0.01%
143
-1
1036
$24K ﹤0.01%
1,795
+27
1037
$24K ﹤0.01%
167
-4
1038
$23.8K ﹤0.01%
177
+13
1039
$23.8K ﹤0.01%
+629
1040
$23.7K ﹤0.01%
5,695
-95
1041
$23.6K ﹤0.01%
290
1042
$23.6K ﹤0.01%
603
+19
1043
$23.6K ﹤0.01%
1,309
-32
1044
$23.6K ﹤0.01%
264
1045
$23.6K ﹤0.01%
336
-27,296
1046
$23.6K ﹤0.01%
84
-8
1047
$23.5K ﹤0.01%
1,219
1048
$23.4K ﹤0.01%
359
+195
1049
$23.3K ﹤0.01%
135
1050
$23.3K ﹤0.01%
84