MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
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 +$16.2M
2 +$11.4M
3 +$3.05M
4
TMUS icon
T-Mobile US
TMUS
+$3.05M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.72M

Top Sells

1 +$28.7M
2 +$13.5M
3 +$11.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.67M
5
NVDA icon
NVIDIA
NVDA
+$7.34M

Sector Composition

1 Technology 23.06%
2 Financials 11.13%
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
ESTC icon
1376
Elastic
ESTC
$9.19B
$10.6K ﹤0.01%
126
-1
KRMN
1377
Karman Holdings
KRMN
$8.54B
$10.6K ﹤0.01%
147
+87
SBCF icon
1378
Seacoast Banking Corp of Florida
SBCF
$2.97B
$10.6K ﹤0.01%
347
UAMY icon
1379
United States Antimony
UAMY
$1.06B
$10.5K ﹤0.01%
1,700
DEA
1380
Easterly Government Properties
DEA
$971M
$10.5K ﹤0.01%
459
-83
WSR
1381
Whitestone REIT
WSR
$680M
$10.4K ﹤0.01%
850
-70
ITGR icon
1382
Integer Holdings
ITGR
$2.34B
$10.4K ﹤0.01%
101
-12
POWL icon
1383
Powell Industries
POWL
$4.17B
$10.4K ﹤0.01%
34
+1
PI icon
1384
Impinj
PI
$4.63B
$10.3K ﹤0.01%
57
+3
ETSY icon
1385
Etsy
ETSY
$5.71B
$10.3K ﹤0.01%
155
ACIW icon
1386
ACI Worldwide
ACIW
$5.13B
$10.2K ﹤0.01%
194
+4
ENPH icon
1387
Enphase Energy
ENPH
$3.81B
$10.2K ﹤0.01%
288
-546
ERIE icon
1388
Erie Indemnity
ERIE
$14.9B
$10.2K ﹤0.01%
32
+6
HCI icon
1389
HCI Group
HCI
$2.37B
$10.2K ﹤0.01%
53
-17
NPO icon
1390
Enpro
NPO
$4.46B
$10.2K ﹤0.01%
45
UPST icon
1391
Upstart Holdings
UPST
$3.51B
$10.2K ﹤0.01%
200
COLL icon
1392
Collegium Pharmaceutical
COLL
$1.34B
$10.1K ﹤0.01%
290
OFIX icon
1393
Orthofix Medical
OFIX
$589M
$10.1K ﹤0.01%
693
MMYT icon
1394
MakeMyTrip
MMYT
$7.4B
$10K ﹤0.01%
107
ACI icon
1395
Albertsons Companies
ACI
$9.76B
$10K ﹤0.01%
571
-252
GNTX icon
1396
Gentex
GNTX
$5.09B
$9.96K ﹤0.01%
352
-80
MCRI icon
1397
Monarch Casino & Resort
MCRI
$1.69B
$9.95K ﹤0.01%
94
APAM icon
1398
Artisan Partners
APAM
$3.12B
$9.94K ﹤0.01%
229
+62
DGICA icon
1399
Donegal Group Class A
DGICA
$701M
$9.91K ﹤0.01%
511
CLSK icon
1400
CleanSpark
CLSK
$4.25B
$9.88K ﹤0.01%
681
+336