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
WWW icon
1751
Wolverine World Wide
WWW
$1.35B
$4.03K ﹤0.01%
147
CWH icon
1752
Camping World
CWH
$384M
$4.03K ﹤0.01%
255
+25
RVMD icon
1753
Revolution Medicines
RVMD
$19.6B
$4.02K ﹤0.01%
86
STAA icon
1754
STAAR Surgical
STAA
$925M
$4K ﹤0.01%
149
TDC icon
1755
Teradata
TDC
$2.49B
$4K ﹤0.01%
186
+82
TGTX icon
1756
TG Therapeutics
TGTX
$4.9B
$3.97K ﹤0.01%
110
-56
JQUA icon
1757
JPMorgan US Quality Factor ETF
JQUA
$6.95B
$3.96K ﹤0.01%
63
TDS icon
1758
Telephone and Data Systems
TDS
$4.77B
$3.96K ﹤0.01%
101
JBGS
1759
JBG SMITH
JBGS
$868M
$3.96K ﹤0.01%
178
GLOB icon
1760
Globant
GLOB
$1.94B
$3.96K ﹤0.01%
69
-12
CLB icon
1761
Core Laboratories
CLB
$763M
$3.96K ﹤0.01%
+320
PPC icon
1762
Pilgrim's Pride
PPC
$8.73B
$3.95K ﹤0.01%
97
-1
BIRK icon
1763
Birkenstock
BIRK
$6.8B
$3.94K ﹤0.01%
87
-39
BOC icon
1764
Boston Omaha
BOC
$379M
$3.92K ﹤0.01%
300
RDN icon
1765
Radian Group
RDN
$4.48B
$3.91K ﹤0.01%
108
TEX icon
1766
Terex
TEX
$6.74B
$3.9K ﹤0.01%
76
-45
MSGE icon
1767
Madison Square Garden
MSGE
$2.68B
$3.89K ﹤0.01%
86
VYX icon
1768
NCR Voyix
VYX
$984M
$3.89K ﹤0.01%
310
MCW icon
1769
Mister Car Wash
MCW
$2.29B
$3.88K ﹤0.01%
727
ZG icon
1770
Zillow
ZG
$10.8B
$3.87K ﹤0.01%
52
KURA icon
1771
Kura Oncology
KURA
$740M
$3.86K ﹤0.01%
436
+374
SFNC icon
1772
Simmons First National
SFNC
$2.68B
$3.83K ﹤0.01%
200
CALX icon
1773
Calix
CALX
$3.38B
$3.81K ﹤0.01%
62
NTLA icon
1774
Intellia Therapeutics
NTLA
$1.59B
$3.8K ﹤0.01%
220
+121
SONO icon
1775
Sonos
SONO
$1.62B
$3.79K ﹤0.01%
240