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
1826
$3.33K ﹤0.01%
30
-14
1827
$3.33K ﹤0.01%
54
1828
$3.31K ﹤0.01%
67
1829
$3.29K ﹤0.01%
90
+3
1830
$3.28K ﹤0.01%
+426
1831
$3.27K ﹤0.01%
+288
1832
$3.27K ﹤0.01%
80
1833
$3.27K ﹤0.01%
283
-40
1834
$3.27K ﹤0.01%
76
1835
$3.26K ﹤0.01%
300
1836
$3.26K ﹤0.01%
+240
1837
$3.26K ﹤0.01%
843
-424
1838
$3.26K ﹤0.01%
+500
1839
$3.26K ﹤0.01%
26
1840
$3.21K ﹤0.01%
42
+1
1841
$3.2K ﹤0.01%
376
+90
1842
$3.19K ﹤0.01%
37
+16
1843
$3.17K ﹤0.01%
52
1844
$3.17K ﹤0.01%
117
-16
1845
$3.17K ﹤0.01%
365
+333
1846
$3.15K ﹤0.01%
+32
1847
$3.14K ﹤0.01%
263
1848
$3.14K ﹤0.01%
85
1849
$3.14K ﹤0.01%
48
1850
$3.13K ﹤0.01%
92