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
1301
$12.4K ﹤0.01%
370
-100
1302
$12.4K ﹤0.01%
625
-236
1303
$12.4K ﹤0.01%
85
-11
1304
$12.3K ﹤0.01%
134
+6
1305
$12.2K ﹤0.01%
278
1306
$12.2K ﹤0.01%
153
+2
1307
$12.2K ﹤0.01%
102
+21
1308
$12.2K ﹤0.01%
1,400
+22
1309
$12.2K ﹤0.01%
121
-25
1310
$12.2K ﹤0.01%
81
-20
1311
$12.1K ﹤0.01%
319
1312
$12.1K ﹤0.01%
643
1313
$12K ﹤0.01%
68
+51
1314
$12K ﹤0.01%
+135
1315
$12K ﹤0.01%
1,000
1316
$12K ﹤0.01%
214
1317
$12K ﹤0.01%
397
+111
1318
$11.9K ﹤0.01%
118
1319
$11.9K ﹤0.01%
737
1320
$11.9K ﹤0.01%
105
1321
$11.8K ﹤0.01%
237
1322
$11.8K ﹤0.01%
118
1323
$11.8K ﹤0.01%
120
+26
1324
$11.8K ﹤0.01%
585
+143
1325
$11.7K ﹤0.01%
+36