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
151
$4.02M 0.1%
11,446
-540
152
$3.98M 0.1%
20,895
-858
153
$3.91M 0.1%
20,310
-98
154
$3.86M 0.1%
45,584
-2,245
155
$3.83M 0.1%
17,861
+909
156
$3.82M 0.1%
15,216
-458
157
$3.74M 0.1%
18,377
+289
158
$3.71M 0.09%
26,854
-1,325
159
$3.59M 0.09%
43,793
-993
160
$3.56M 0.09%
28,295
+407
161
$3.47M 0.09%
14,514
+12,728
162
$3.4M 0.09%
71,440
-83
163
$3.39M 0.09%
20,111
-893
164
$3.36M 0.09%
40,852
+130
165
$3.36M 0.09%
7,956
-228
166
$3.31M 0.08%
129,885
-1,256
167
$3.28M 0.08%
9,492
-4,395
168
$3.21M 0.08%
25,955
-748
169
$3.14M 0.08%
12,071
-758
170
$3.08M 0.08%
9,268
-471
171
$3.07M 0.08%
11,256
-141
172
$3.03M 0.08%
55,666
-56
173
$3M 0.08%
99,159
-4,971
174
$2.96M 0.08%
24,690
+130
175
$2.89M 0.07%
167,109
+42,122
5 6
7
8 9