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
1076
$21.9K ﹤0.01%
247
+117
1077
$21.9K ﹤0.01%
116
-36
1078
$21.8K ﹤0.01%
1,104
+368
1079
$21.8K ﹤0.01%
367
-88
1080
$21.7K ﹤0.01%
434
-1,469
1081
$21.7K ﹤0.01%
2,266
+808
1082
$21.6K ﹤0.01%
1,706
1083
$21.6K ﹤0.01%
643
-16
1084
$21.6K ﹤0.01%
296
-18
1085
$21.5K ﹤0.01%
173
1086
$21.5K ﹤0.01%
+216
1087
$21.5K ﹤0.01%
591
+173
1088
$21.4K ﹤0.01%
99
+21
1089
$21.4K ﹤0.01%
253
+11
1090
$21.4K ﹤0.01%
829
+64
1091
$21.3K ﹤0.01%
119
+1
1092
$21.2K ﹤0.01%
398
-141
1093
$21.2K ﹤0.01%
92
+77
1094
$21.1K ﹤0.01%
142
-41
1095
$21K ﹤0.01%
129
+10
1096
$21K ﹤0.01%
101
1097
$20.9K ﹤0.01%
165
1098
$20.9K ﹤0.01%
461
+239
1099
$20.8K ﹤0.01%
208
-11
1100
$20.8K ﹤0.01%
3,648
+736