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
1501
$7.63K ﹤0.01%
200
1502
$7.62K ﹤0.01%
297
+48
1503
$7.61K ﹤0.01%
89
-13,683
1504
$7.61K ﹤0.01%
76
1505
$7.6K ﹤0.01%
237
1506
$7.59K ﹤0.01%
792
1507
$7.59K ﹤0.01%
132
1508
$7.58K ﹤0.01%
352
+2
1509
$7.57K ﹤0.01%
294
+19
1510
$7.56K ﹤0.01%
654
+178
1511
$7.55K ﹤0.01%
102
1512
$7.53K ﹤0.01%
+118
1513
$7.51K ﹤0.01%
133
1514
$7.47K ﹤0.01%
200
-41
1515
$7.42K ﹤0.01%
1,213
+333
1516
$7.42K ﹤0.01%
188
1517
$7.42K ﹤0.01%
214
-51
1518
$7.41K ﹤0.01%
1,468
+935
1519
$7.36K ﹤0.01%
614
+331
1520
$7.29K ﹤0.01%
2
1521
$7.29K ﹤0.01%
283
-118
1522
$7.28K ﹤0.01%
894
+340
1523
$7.27K ﹤0.01%
127
-87
1524
$7.27K ﹤0.01%
11
1525
$7.26K ﹤0.01%
47
+2