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
1576
$6.38K ﹤0.01%
209
-149
1577
$6.38K ﹤0.01%
401
1578
$6.37K ﹤0.01%
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1579
$6.34K ﹤0.01%
41
-20
1580
$6.34K ﹤0.01%
189
1581
$6.33K ﹤0.01%
144
+4
1582
$6.32K ﹤0.01%
347
1583
$6.31K ﹤0.01%
540
+4
1584
$6.31K ﹤0.01%
272
1585
$6.3K ﹤0.01%
33
1586
$6.21K ﹤0.01%
186
+24
1587
$6.2K ﹤0.01%
221
-26
1588
$6.17K ﹤0.01%
67
1589
$6.13K ﹤0.01%
459
1590
$6.08K ﹤0.01%
1,258
1591
$6.07K ﹤0.01%
22
+1
1592
$6.01K ﹤0.01%
82
+1
1593
$5.98K ﹤0.01%
382
-35
1594
$5.98K ﹤0.01%
211
1595
$5.97K ﹤0.01%
112
+81
1596
$5.97K ﹤0.01%
145
+2
1597
$5.95K ﹤0.01%
73
-102
1598
$5.9K ﹤0.01%
442
1599
$5.9K ﹤0.01%
132
-1,000
1600
$5.89K ﹤0.01%
93
+31