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
1376
$10.6K ﹤0.01%
126
-1
1377
$10.6K ﹤0.01%
147
+87
1378
$10.6K ﹤0.01%
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1379
$10.5K ﹤0.01%
1,700
1380
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459
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850
-70
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-12
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102
+3
1384
$10.3K ﹤0.01%
57
+3
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$10.3K ﹤0.01%
155
1386
$10.2K ﹤0.01%
194
+4
1387
$10.2K ﹤0.01%
288
-546
1388
$10.2K ﹤0.01%
32
+6
1389
$10.2K ﹤0.01%
53
-17
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$10.2K ﹤0.01%
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1391
$10.2K ﹤0.01%
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1392
$10.1K ﹤0.01%
290
1393
$10.1K ﹤0.01%
693
1394
$10K ﹤0.01%
107
1395
$10K ﹤0.01%
571
-252
1396
$9.96K ﹤0.01%
352
-80
1397
$9.95K ﹤0.01%
94
1398
$9.94K ﹤0.01%
229
+62
1399
$9.91K ﹤0.01%
511
1400
$9.88K ﹤0.01%
681
+336