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
176
$2.78M 0.07%
60,758
-2,768
177
$2.77M 0.07%
44,713
+1,840
178
$2.71M 0.07%
36,798
+15,975
179
$2.7M 0.07%
85,924
-1,682
180
$2.69M 0.07%
5,884
-91
181
$2.67M 0.07%
27,272
+337
182
$2.67M 0.07%
14,076
+325
183
$2.55M 0.06%
132,969
+3,783
184
$2.53M 0.06%
47,391
+655
185
$2.49M 0.06%
27,813
-438
186
$2.44M 0.06%
22,360
+19,125
187
$2.42M 0.06%
21,628
-1,203
188
$2.4M 0.06%
28,665
-598
189
$2.38M 0.06%
9,375
-35
190
$2.36M 0.06%
12,913
+306
191
$2.24M 0.06%
23,252
-761
192
$2.24M 0.06%
45,698
+3,160
193
$2.18M 0.06%
23,276
-2,249
194
$2.18M 0.06%
10,245
-710
195
$2.12M 0.05%
10,350
+83
196
$2.1M 0.05%
28,882
-387
197
$2.08M 0.05%
10,124
-727
198
$2.06M 0.05%
8,566
-12,880
199
$1.97M 0.05%
16,505
+313
200
$1.92M 0.05%
28,576
-1,659
6 7
8
9 10