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
1976
$2.02K ﹤0.01%
153
1977
$2.01K ﹤0.01%
390
1978
$2K ﹤0.01%
15
-86
1979
$2K ﹤0.01%
10
-3
1980
$1.99K ﹤0.01%
52
1981
$1.99K ﹤0.01%
14
-8
1982
$1.99K ﹤0.01%
737
+10
1983
$1.98K ﹤0.01%
57
1984
$1.98K ﹤0.01%
9
1985
$1.98K ﹤0.01%
133
+87
1986
$1.96K ﹤0.01%
189
1987
$1.96K ﹤0.01%
+740
1988
$1.96K ﹤0.01%
49
1989
$1.95K ﹤0.01%
195
1990
$1.93K ﹤0.01%
31
1991
$1.92K ﹤0.01%
34
1992
$1.92K ﹤0.01%
20
+1
1993
$1.91K ﹤0.01%
64
1994
$1.89K ﹤0.01%
30
1995
$1.89K ﹤0.01%
37
1996
$1.89K ﹤0.01%
70
1997
$1.87K ﹤0.01%
145
+94
1998
$1.87K ﹤0.01%
49
1999
$1.87K ﹤0.01%
22
2000
$1.86K ﹤0.01%
30