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
1526
$7.23K ﹤0.01%
172
-831
1527
$7.22K ﹤0.01%
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1528
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1531
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$7.15K ﹤0.01%
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-5
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$7.15K ﹤0.01%
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-7
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$7.14K ﹤0.01%
679
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$7.13K ﹤0.01%
450
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$7.12K ﹤0.01%
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1539
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$6.99K ﹤0.01%
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+50
1544
$6.93K ﹤0.01%
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1545
$6.92K ﹤0.01%
80
1546
$6.87K ﹤0.01%
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$6.86K ﹤0.01%
446
+9
1548
$6.85K ﹤0.01%
194
-6
1549
$6.84K ﹤0.01%
198
-1
1550
$6.82K ﹤0.01%
300
-92