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
1426
$9.27K ﹤0.01%
249
+2
1427
$9.25K ﹤0.01%
246
1428
$9.23K ﹤0.01%
109
1429
$9.21K ﹤0.01%
334
-20
1430
$9.19K ﹤0.01%
130
+1
1431
$9.18K ﹤0.01%
1,393
1432
$9.17K ﹤0.01%
384
1433
$9.16K ﹤0.01%
53
1434
$9.14K ﹤0.01%
36
+10
1435
$9.14K ﹤0.01%
542
1436
$9.12K ﹤0.01%
304
-96
1437
$9.09K ﹤0.01%
171
1438
$9.06K ﹤0.01%
498
1439
$9.02K ﹤0.01%
70
1440
$8.97K ﹤0.01%
295
+55
1441
$8.94K ﹤0.01%
111
-11
1442
$8.89K ﹤0.01%
248
-25
1443
$8.87K ﹤0.01%
994
1444
$8.79K ﹤0.01%
228
+15
1445
$8.74K ﹤0.01%
160
1446
$8.74K ﹤0.01%
516
1447
$8.73K ﹤0.01%
68
-30
1448
$8.72K ﹤0.01%
119
+47
1449
$8.62K ﹤0.01%
76
1450
$8.56K ﹤0.01%
350
+89