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
1951
$2.2K ﹤0.01%
66
1952
$2.18K ﹤0.01%
14
1953
$2.18K ﹤0.01%
191
+68
1954
$2.18K ﹤0.01%
46
1955
$2.16K ﹤0.01%
63
+50
1956
$2.15K ﹤0.01%
76
+50
1957
$2.15K ﹤0.01%
108
1958
$2.14K ﹤0.01%
81
1959
$2.12K ﹤0.01%
110
-218
1960
$2.12K ﹤0.01%
28
1961
$2.12K ﹤0.01%
22
1962
$2.11K ﹤0.01%
10
1963
$2.08K ﹤0.01%
63
+3
1964
$2.08K ﹤0.01%
553
-166
1965
$2.08K ﹤0.01%
143
+20
1966
$2.07K ﹤0.01%
+195
1967
$2.07K ﹤0.01%
18
1968
$2.07K ﹤0.01%
101
-41
1969
$2.07K ﹤0.01%
+376
1970
$2.06K ﹤0.01%
24
+5
1971
$2.05K ﹤0.01%
+154
1972
$2.04K ﹤0.01%
626
+184
1973
$2.04K ﹤0.01%
459
1974
$2.03K ﹤0.01%
74
1975
$2.02K ﹤0.01%
41
-24