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
1601
$5.87K ﹤0.01%
201
1602
$5.82K ﹤0.01%
194
1603
$5.82K ﹤0.01%
89
-14
1604
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490
+228
1605
$5.82K ﹤0.01%
500
+212
1606
$5.81K ﹤0.01%
124
-30
1607
$5.81K ﹤0.01%
175
1608
$5.79K ﹤0.01%
632
-76
1609
$5.77K ﹤0.01%
405
1610
$5.77K ﹤0.01%
175
-4
1611
$5.76K ﹤0.01%
224
1612
$5.76K ﹤0.01%
41
1613
$5.75K ﹤0.01%
821
+58
1614
$5.75K ﹤0.01%
237
1615
$5.75K ﹤0.01%
115
-1
1616
$5.74K ﹤0.01%
470
1617
$5.73K ﹤0.01%
418
+25
1618
$5.72K ﹤0.01%
75
1619
$5.68K ﹤0.01%
38
+9
1620
$5.66K ﹤0.01%
254
-61
1621
$5.63K ﹤0.01%
316
1622
$5.62K ﹤0.01%
235
1623
$5.6K ﹤0.01%
48
+25
1624
$5.6K ﹤0.01%
225
1625
$5.59K ﹤0.01%
330