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
1226
$15.1K ﹤0.01%
1,543
+88
1227
$15.1K ﹤0.01%
610
+439
1228
$15.1K ﹤0.01%
230
+12
1229
$15.1K ﹤0.01%
318
+236
1230
$14.9K ﹤0.01%
218
-12
1231
$14.9K ﹤0.01%
786
+1
1232
$14.9K ﹤0.01%
47
-3
1233
$14.9K ﹤0.01%
89
+1
1234
$14.8K ﹤0.01%
666
-535
1235
$14.7K ﹤0.01%
604
-50
1236
$14.7K ﹤0.01%
324
+60
1237
$14.7K ﹤0.01%
859
+412
1238
$14.7K ﹤0.01%
84
-14
1239
$14.7K ﹤0.01%
426
-138
1240
$14.6K ﹤0.01%
457
1241
$14.6K ﹤0.01%
178
1242
$14.5K ﹤0.01%
139
-11
1243
$14.5K ﹤0.01%
153
-70
1244
$14.5K ﹤0.01%
120
1245
$14.5K ﹤0.01%
489
+55
1246
$14.5K ﹤0.01%
68
-16
1247
$14.3K ﹤0.01%
400
1248
$14.3K ﹤0.01%
119
1249
$14.3K ﹤0.01%
1,000
1250
$14.3K ﹤0.01%
327
-13,832