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
1926
$2.43K ﹤0.01%
105
1927
$2.43K ﹤0.01%
178
-28
1928
$2.42K ﹤0.01%
23
1929
$2.42K ﹤0.01%
63
-41
1930
$2.4K ﹤0.01%
22
1931
$2.4K ﹤0.01%
+51
1932
$2.34K ﹤0.01%
300
-286
1933
$2.34K ﹤0.01%
99
-139
1934
$2.34K ﹤0.01%
+545
1935
$2.33K ﹤0.01%
77
1936
$2.33K ﹤0.01%
6
1937
$2.32K ﹤0.01%
144
+135
1938
$2.3K ﹤0.01%
136
-7
1939
$2.29K ﹤0.01%
36
1940
$2.29K ﹤0.01%
+164
1941
$2.29K ﹤0.01%
83
1942
$2.28K ﹤0.01%
35
1943
$2.28K ﹤0.01%
572
-13
1944
$2.28K ﹤0.01%
210
-147
1945
$2.28K ﹤0.01%
45
-20
1946
$2.26K ﹤0.01%
83
+31
1947
$2.23K ﹤0.01%
+130
1948
$2.21K ﹤0.01%
138
1949
$2.21K ﹤0.01%
107
1950
$2.2K ﹤0.01%
68