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
1701
$4.59K ﹤0.01%
256
-89
1702
$4.59K ﹤0.01%
10
1703
$4.58K ﹤0.01%
+300
1704
$4.58K ﹤0.01%
49
-15
1705
$4.58K ﹤0.01%
22
1706
$4.57K ﹤0.01%
354
+266
1707
$4.53K ﹤0.01%
1,038
+734
1708
$4.52K ﹤0.01%
262
+128
1709
$4.51K ﹤0.01%
294
-256
1710
$4.49K ﹤0.01%
1,014
+713
1711
$4.49K ﹤0.01%
398
1712
$4.49K ﹤0.01%
991
+764
1713
$4.48K ﹤0.01%
53
+9
1714
$4.46K ﹤0.01%
57
1715
$4.46K ﹤0.01%
23
-44
1716
$4.45K ﹤0.01%
64
+17
1717
$4.44K ﹤0.01%
69
-1
1718
$4.42K ﹤0.01%
465
+210
1719
$4.41K ﹤0.01%
489
-229
1720
$4.39K ﹤0.01%
+234
1721
$4.38K ﹤0.01%
629
-76
1722
$4.38K ﹤0.01%
+288
1723
$4.37K ﹤0.01%
252
1724
$4.36K ﹤0.01%
140
1725
$4.36K ﹤0.01%
58
67 68
69
70 71