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
1901
$2.65K ﹤0.01%
67
1902
$2.65K ﹤0.01%
142
1903
$2.63K ﹤0.01%
151
+117
1904
$2.63K ﹤0.01%
41
1905
$2.63K ﹤0.01%
20
+11
1906
$2.63K ﹤0.01%
596
-293
1907
$2.62K ﹤0.01%
49
1908
$2.62K ﹤0.01%
35
1909
$2.57K ﹤0.01%
+69
1910
$2.57K ﹤0.01%
13
-2
1911
$2.55K ﹤0.01%
48
-5
1912
$2.55K ﹤0.01%
29
+11
1913
$2.53K ﹤0.01%
253
1914
$2.53K ﹤0.01%
83
1915
$2.5K ﹤0.01%
105
-43
1916
$2.49K ﹤0.01%
24
-10
1917
$2.48K ﹤0.01%
26
1918
$2.48K ﹤0.01%
36
1919
$2.47K ﹤0.01%
+406
1920
$2.47K ﹤0.01%
98
1921
$2.46K ﹤0.01%
68
+11
1922
$2.45K ﹤0.01%
242
1923
$2.45K ﹤0.01%
99
1924
$2.44K ﹤0.01%
316
-37
1925
$2.43K ﹤0.01%
175
-60