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
1651
$5.21K ﹤0.01%
587
-287
1652
$5.19K ﹤0.01%
554
1653
$5.19K ﹤0.01%
638
1654
$5.15K ﹤0.01%
148
1655
$5.15K ﹤0.01%
165
-74
1656
$5.14K ﹤0.01%
44
1657
$5.13K ﹤0.01%
362
1658
$5.12K ﹤0.01%
152
1659
$5.1K ﹤0.01%
125
1660
$5.1K ﹤0.01%
210
1661
$5.09K ﹤0.01%
759
1662
$5.09K ﹤0.01%
432
1663
$5.07K ﹤0.01%
125
1664
$5.07K ﹤0.01%
70
1665
$5.06K ﹤0.01%
247
1666
$5.06K ﹤0.01%
69
1667
$5.03K ﹤0.01%
18
1668
$5.01K ﹤0.01%
78
1669
$4.96K ﹤0.01%
320
-91
1670
$4.94K ﹤0.01%
360
-4
1671
$4.92K ﹤0.01%
21
-2
1672
$4.92K ﹤0.01%
1,330
+360
1673
$4.91K ﹤0.01%
159
+12
1674
$4.91K ﹤0.01%
378
+117
1675
$4.89K ﹤0.01%
890
-23