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
1101
$20.8K ﹤0.01%
327
-43
1102
$20.7K ﹤0.01%
199
-117
1103
$20.6K ﹤0.01%
160
-1
1104
$20.6K ﹤0.01%
380
1105
$20.5K ﹤0.01%
623
-38
1106
$20.4K ﹤0.01%
227
-100
1107
$20.3K ﹤0.01%
93
-12
1108
$20.3K ﹤0.01%
124
1109
$20.2K ﹤0.01%
276
-40
1110
$20.2K ﹤0.01%
662
1111
$20.2K ﹤0.01%
340
+16
1112
$20.1K ﹤0.01%
317
-14,375
1113
$20K ﹤0.01%
335
+22
1114
$20K ﹤0.01%
193
-33
1115
$19.9K ﹤0.01%
381
1116
$19.9K ﹤0.01%
122
-66
1117
$19.8K ﹤0.01%
333
1118
$19.8K ﹤0.01%
700
-28
1119
$19.7K ﹤0.01%
45
-3
1120
$19.6K ﹤0.01%
2,454
+2,346
1121
$19.6K ﹤0.01%
810
1122
$19.6K ﹤0.01%
77
1123
$19.4K ﹤0.01%
605
-14
1124
$19.4K ﹤0.01%
3,939
-352
1125
$19.3K ﹤0.01%
714
-1,138
43 44
45
46 47