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
1201
$16.4K ﹤0.01%
123
+3
1202
$16.3K ﹤0.01%
293
1203
$16.3K ﹤0.01%
578
-5
1204
$16.3K ﹤0.01%
461
-60
1205
$16.2K ﹤0.01%
532
+188
1206
$16.2K ﹤0.01%
403
-219
1207
$16.2K ﹤0.01%
264
1208
$16.1K ﹤0.01%
647
+381
1209
$16.1K ﹤0.01%
761
+229
1210
$16.1K ﹤0.01%
2
1211
$15.9K ﹤0.01%
120
-10
1212
$15.9K ﹤0.01%
130
-37
1213
$15.8K ﹤0.01%
109
-14
1214
$15.8K ﹤0.01%
912
+86
1215
$15.7K ﹤0.01%
237
-51
1216
$15.7K ﹤0.01%
35
+2
1217
$15.7K ﹤0.01%
333
+265
1218
$15.6K ﹤0.01%
832
-48
1219
$15.6K ﹤0.01%
275
-1,065
1220
$15.5K ﹤0.01%
293
-11
1221
$15.4K ﹤0.01%
286
-25
1222
$15.4K ﹤0.01%
130
-15
1223
$15.2K ﹤0.01%
113
1224
$15.2K ﹤0.01%
+199
1225
$15.2K ﹤0.01%
44
-5