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
1401
$9.84K ﹤0.01%
82
+30
1402
$9.83K ﹤0.01%
16
1403
$9.82K ﹤0.01%
205
-9
1404
$9.78K ﹤0.01%
396
1405
$9.76K ﹤0.01%
645
-36
1406
$9.72K ﹤0.01%
1,430
-41
1407
$9.67K ﹤0.01%
450
1408
$9.64K ﹤0.01%
+168
1409
$9.61K ﹤0.01%
529
1410
$9.52K ﹤0.01%
122
1411
$9.51K ﹤0.01%
148
1412
$9.51K ﹤0.01%
241
+78
1413
$9.48K ﹤0.01%
56
-3
1414
$9.47K ﹤0.01%
774
+264
1415
$9.45K ﹤0.01%
227
1416
$9.43K ﹤0.01%
239
+32
1417
$9.42K ﹤0.01%
53
1418
$9.41K ﹤0.01%
88
+39
1419
$9.4K ﹤0.01%
127
1420
$9.39K ﹤0.01%
425
+56
1421
$9.36K ﹤0.01%
22
+5
1422
$9.35K ﹤0.01%
194
+3
1423
$9.34K ﹤0.01%
275
1424
$9.33K ﹤0.01%
273
+66
1425
$9.32K ﹤0.01%
+346