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
101
$8.34M 0.21%
62,248
+848
102
$7.91M 0.2%
176,236
+1,963
103
$7.77M 0.2%
15,840
-1,023
104
$7.48M 0.19%
57,035
-1,568
105
$7.29M 0.19%
76,873
-1,857
106
$7.23M 0.18%
85,997
-4,762
107
$7.21M 0.18%
56,873
-1,634
108
$7.12M 0.18%
35,438
-1,089
109
$6.89M 0.18%
20,996
-1,309
110
$6.69M 0.17%
11,765
-247
111
$6.67M 0.17%
94,152
+6,543
112
$6.65M 0.17%
64,062
-2,283
113
$6.64M 0.17%
84,985
+1,709
114
$6.64M 0.17%
98,945
+559
115
$6.63M 0.17%
58,971
-555
116
$6.62M 0.17%
131,208
-2,371
117
$6.46M 0.16%
14,125
-556
118
$6.38M 0.16%
100,699
+1,898
119
$6.36M 0.16%
9,548
+384
120
$6.34M 0.16%
200,369
+3,314
121
$6.33M 0.16%
30,307
-2,291
122
$6.02M 0.15%
63,690
+592
123
$6.02M 0.15%
91,176
-1,160
124
$5.83M 0.15%
71,449
-3,008
125
$5.83M 0.15%
39,865
-336
3 4
5
6 7