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
2001
$1.84K ﹤0.01%
33
-5
2002
$1.84K ﹤0.01%
+123
2003
$1.83K ﹤0.01%
41
2004
$1.82K ﹤0.01%
61
2005
$1.81K ﹤0.01%
25
2006
$1.8K ﹤0.01%
62
2007
$1.8K ﹤0.01%
243
2008
$1.8K ﹤0.01%
239
2009
$1.79K ﹤0.01%
35
-24
2010
$1.79K ﹤0.01%
11
2011
$1.78K ﹤0.01%
6
2012
$1.78K ﹤0.01%
80
-18
2013
$1.78K ﹤0.01%
41
-26
2014
$1.78K ﹤0.01%
35
-49
2015
$1.78K ﹤0.01%
33
2016
$1.75K ﹤0.01%
100
-18
2017
$1.75K ﹤0.01%
119
-269
2018
$1.75K ﹤0.01%
58
-125
2019
$1.74K ﹤0.01%
+58
2020
$1.73K ﹤0.01%
24
2021
$1.72K ﹤0.01%
50
-1
2022
$1.72K ﹤0.01%
150
2023
$1.71K ﹤0.01%
33
2024
$1.7K ﹤0.01%
54
+3
2025
$1.69K ﹤0.01%
73
79 80
81
82 83