MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
M icon
1701
Macy's
M
$4.76B
$4.59K ﹤0.01%
256
-89
MDGL icon
1702
Madrigal Pharmaceuticals
MDGL
$10.1B
$4.59K ﹤0.01%
10
AVDL
1703
DELISTED
Avadel Pharmaceuticals
AVDL
$4.58K ﹤0.01%
+300
UFPI icon
1704
UFP Industries
UFPI
$5.12B
$4.58K ﹤0.01%
49
-15
MYRG icon
1705
MYR Group
MYRG
$4.13B
$4.58K ﹤0.01%
22
SPT icon
1706
Sprout Social
SPT
$333M
$4.57K ﹤0.01%
354
+266
FIP icon
1707
FTAI Infrastructure
FIP
$583M
$4.53K ﹤0.01%
1,038
+734
BRSL
1708
Brightstar Lottery PLC
BRSL
$2.34B
$4.52K ﹤0.01%
262
+128
UUUU icon
1709
Energy Fuels
UUUU
$4.54B
$4.51K ﹤0.01%
294
-256
BGS icon
1710
B&G Foods
BGS
$389M
$4.49K ﹤0.01%
1,014
+713
SD icon
1711
SandRidge Energy
SD
$615M
$4.49K ﹤0.01%
398
VSTS icon
1712
Vestis
VSTS
$979M
$4.49K ﹤0.01%
991
+764
BE icon
1713
Bloom Energy
BE
$44.5B
$4.48K ﹤0.01%
53
+9
SWX icon
1714
Southwest Gas
SWX
$6.22B
$4.46K ﹤0.01%
57
MNDY icon
1715
monday.com
MNDY
$3.84B
$4.46K ﹤0.01%
23
-44
EXPO icon
1716
Exponent
EXPO
$3.2B
$4.45K ﹤0.01%
64
+17
BLKB icon
1717
Blackbaud
BLKB
$2.03B
$4.44K ﹤0.01%
69
-1
ZVRA icon
1718
Zevra Therapeutics
ZVRA
$537M
$4.42K ﹤0.01%
465
+210
SITC icon
1719
SITE Centers
SITC
$291M
$4.41K ﹤0.01%
489
-229
RPD icon
1720
Rapid7
RPD
$409M
$4.39K ﹤0.01%
+234
CIO
1721
DELISTED
City Office REIT
CIO
$4.38K ﹤0.01%
629
-76
VRE
1722
Veris Residential
VRE
$1.76B
$4.38K ﹤0.01%
+288
AI icon
1723
C3.ai
AI
$1.26B
$4.37K ﹤0.01%
252
EMC icon
1724
Global X Emerging Markets Great Consumer ETF
EMC
$57M
$4.36K ﹤0.01%
140
TKR icon
1725
Timken Company
TKR
$6.88B
$4.36K ﹤0.01%
58