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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
$3.89B
AUM Growth
-$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,517
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$9.82M
3
+$9.69M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$5.25M
5
XOM icon
Exxon Mobil
XOM
+$3.71M

Top Sells

1
+$9.19M
2
+$7.03M
3
+$5.87M
4
NVDA icon
NVIDIA
NVDA
+$5.68M
5
AAPL icon
Apple
AAPL
+$5.2M

Sector Composition

1 Technology 22.12%
2 Financials 11.18%
3 Consumer Discretionary 7.57%
4 Industrials 7.54%
5 Healthcare 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SM icon
1376
SM Energy
SM
$6.51B
$10.1K ﹤0.01%
542
-1,394
IDYA icon
1377
IDEAYA Biosciences
IDYA
$2.95B
$10.1K ﹤0.01%
291
PAHC icon
1378
Phibro Animal Health
PAHC
$1.29B
$10.1K ﹤0.01%
269
KD icon
1379
Kyndryl
KD
$2.43B
$9.99K ﹤0.01%
376
-54
EGP icon
1380
EastGroup Properties
EGP
$10.7B
$9.98K ﹤0.01%
56
INSP icon
1381
Inspire Medical Systems
INSP
$1.23B
$9.96K ﹤0.01%
108
-42
EMN icon
1382
Eastman Chemical
EMN
$8.29B
$9.96K ﹤0.01%
156
-133
UHAL.B icon
1383
U-Haul Holding Co Series N
UHAL.B
$10.4B
$9.96K ﹤0.01%
213
+178
ONTO icon
1384
Onto Innovation
ONTO
$16.6B
$9.95K ﹤0.01%
63
+42
GKOS icon
1385
Glaukos
GKOS
$7.68B
$9.94K ﹤0.01%
88
+15
TAOX
1386
Tao Synergies Inc
TAOX
$27.4M
$9.94K ﹤0.01%
2,700
NXT icon
1387
Nextpower Inc
NXT
$18.9B
$9.93K ﹤0.01%
114
+12
ESNT icon
1388
Essent Group
ESNT
$5.39B
$9.88K ﹤0.01%
152
-23
NSIT icon
1389
Insight Enterprises
NSIT
$3.28B
$9.86K ﹤0.01%
121
+45
HIW icon
1390
Highwoods Properties
HIW
$3.23B
$9.84K ﹤0.01%
381
+29
COLB icon
1391
Columbia Banking Systems
COLB
$8.84B
$9.81K ﹤0.01%
351
+32
UPST icon
1392
Upstart Holdings
UPST
$3.1B
$9.8K ﹤0.01%
224
+24
MICC
1393
The Magnum Ice Cream Company N.V.
MICC
$10.3B
$9.76K ﹤0.01%
+616
BHE icon
1394
Benchmark Electronics
BHE
$3.31B
$9.75K ﹤0.01%
228
DEA
1395
Easterly Government Properties
DEA
$1.08B
$9.73K ﹤0.01%
459
HI
1396
DELISTED
Hillenbrand
HI
$9.71K ﹤0.01%
306
DDS icon
1397
Dillards
DDS
$8.67B
$9.7K ﹤0.01%
16
TERN
1398
DELISTED
Terns Pharmaceuticals
TERN
$9.7K ﹤0.01%
240
+74
TW icon
1399
Tradeweb Markets
TW
$21.2B
$9.68K ﹤0.01%
90
+60
SAFT icon
1400
Safety Insurance
SAFT
$1.04B
$9.66K ﹤0.01%
124
-6
54 55
56
57 58