MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
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 +$16.2M
2 +$11.4M
3 +$3.05M
4
TMUS icon
T-Mobile US
TMUS
+$3.05M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.72M

Top Sells

1 +$28.7M
2 +$13.5M
3 +$11.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.67M
5
NVDA icon
NVIDIA
NVDA
+$7.34M

Sector Composition

1 Technology 23.06%
2 Financials 11.13%
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
BYRN icon
2026
Byrna Technologies
BYRN
$451M
$1.66K ﹤0.01%
75
-45
GOGO icon
2027
Gogo Inc
GOGO
$1.17B
$1.66K ﹤0.01%
193
AIV
2028
Aimco
AIV
$752M
$1.66K ﹤0.01%
209
MGRC icon
2029
McGrath RentCorp
MGRC
$2.64B
$1.64K ﹤0.01%
14
BCML icon
2030
BayCom
BCML
$298M
$1.64K ﹤0.01%
57
EPC icon
2031
Edgewell Personal Care
EPC
$885M
$1.63K ﹤0.01%
80
+35
HASI icon
2032
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.52B
$1.63K ﹤0.01%
53
PACS icon
2033
PACS Group
PACS
$1.91B
$1.62K ﹤0.01%
118
+60
WNS
2034
DELISTED
WNS Holdings
WNS
$1.6K ﹤0.01%
21
UPWK icon
2035
Upwork
UPWK
$2.31B
$1.6K ﹤0.01%
86
BANC icon
2036
Banc of California
BANC
$2.6B
$1.59K ﹤0.01%
96
PAYO icon
2037
Payoneer
PAYO
$2.1B
$1.58K ﹤0.01%
262
ALT icon
2038
Altimmune
ALT
$338M
$1.58K ﹤0.01%
+418
HAE icon
2039
Haemonetics
HAE
$2.43B
$1.56K ﹤0.01%
32
+11
EVCM icon
2040
EverCommerce
EVCM
$2.03B
$1.56K ﹤0.01%
140
TTMI icon
2041
TTM Technologies
TTMI
$6.96B
$1.55K ﹤0.01%
27
HSHP
2042
Himalaya Shipping
HSHP
$347M
$1.55K ﹤0.01%
188
KMPR icon
2043
Kemper
KMPR
$2.74B
$1.55K ﹤0.01%
30
+19
SITE icon
2044
SiteOne Landscape Supply
SITE
$5.6B
$1.55K ﹤0.01%
12
REAX icon
2045
Real Brokerage
REAX
$794M
$1.54K ﹤0.01%
369
+120
BRZE icon
2046
Braze
BRZE
$2.96B
$1.54K ﹤0.01%
54
+49
BPOP icon
2047
Popular Inc
BPOP
$7.49B
$1.52K ﹤0.01%
12
COMP icon
2048
Compass
COMP
$4.72B
$1.52K ﹤0.01%
189
SMA
2049
SmartStop Self Storage REIT
SMA
$1.9B
$1.51K ﹤0.01%
+40
PEGA icon
2050
Pegasystems
PEGA
$10.4B
$1.5K ﹤0.01%
26
+8