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
1851
$3.12K ﹤0.01%
279
1852
$3.09K ﹤0.01%
228
1853
$3.09K ﹤0.01%
125
1854
$3.08K ﹤0.01%
82
1855
$3.07K ﹤0.01%
243
1856
$3.05K ﹤0.01%
36
-3,957
1857
$3.02K ﹤0.01%
34
-5
1858
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84
-65
1859
$3.02K ﹤0.01%
39
+5
1860
$3.01K ﹤0.01%
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1861
$3K ﹤0.01%
60
1862
$2.99K ﹤0.01%
107
1863
$2.99K ﹤0.01%
44
-26
1864
$2.99K ﹤0.01%
723
1865
$2.98K ﹤0.01%
27
1866
$2.96K ﹤0.01%
140
+4
1867
$2.96K ﹤0.01%
279
1868
$2.95K ﹤0.01%
40
1869
$2.92K ﹤0.01%
55
1870
$2.92K ﹤0.01%
85
-4
1871
$2.91K ﹤0.01%
+86
1872
$2.9K ﹤0.01%
5
1873
$2.89K ﹤0.01%
+75
1874
$2.88K ﹤0.01%
245
+25
1875
$2.88K ﹤0.01%
78