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
1801
$3.53K ﹤0.01%
217
1802
$3.5K ﹤0.01%
192
1803
$3.5K ﹤0.01%
77
1804
$3.48K ﹤0.01%
49
1805
$3.45K ﹤0.01%
165
1806
$3.44K ﹤0.01%
163
-48
1807
$3.44K ﹤0.01%
117
1808
$3.42K ﹤0.01%
192
+113
1809
$3.42K ﹤0.01%
558
-369
1810
$3.41K ﹤0.01%
410
+198
1811
$3.4K ﹤0.01%
137
1812
$3.4K ﹤0.01%
58
1813
$3.4K ﹤0.01%
167
1814
$3.39K ﹤0.01%
95
1815
$3.39K ﹤0.01%
92
-80
1816
$3.38K ﹤0.01%
+287
1817
$3.38K ﹤0.01%
77
+71
1818
$3.37K ﹤0.01%
+1,445
1819
$3.36K ﹤0.01%
20
1820
$3.36K ﹤0.01%
35
1821
$3.36K ﹤0.01%
79
-257
1822
$3.34K ﹤0.01%
357
1823
$3.34K ﹤0.01%
+500
1824
$3.34K ﹤0.01%
14
-29
1825
$3.33K ﹤0.01%
271
-108
71 72
73
74 75