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
2026
$1.66K ﹤0.01%
75
-45
2027
$1.66K ﹤0.01%
193
2028
$1.66K ﹤0.01%
209
2029
$1.64K ﹤0.01%
14
2030
$1.64K ﹤0.01%
57
2031
$1.63K ﹤0.01%
80
+35
2032
$1.63K ﹤0.01%
53
2033
$1.62K ﹤0.01%
118
+60
2034
$1.6K ﹤0.01%
21
2035
$1.6K ﹤0.01%
86
2036
$1.59K ﹤0.01%
96
2037
$1.58K ﹤0.01%
262
2038
$1.58K ﹤0.01%
+418
2039
$1.56K ﹤0.01%
32
+11
2040
$1.56K ﹤0.01%
140
2041
$1.55K ﹤0.01%
27
2042
$1.55K ﹤0.01%
188
2043
$1.55K ﹤0.01%
30
+19
2044
$1.55K ﹤0.01%
12
2045
$1.54K ﹤0.01%
369
+120
2046
$1.54K ﹤0.01%
54
+49
2047
$1.52K ﹤0.01%
12
2048
$1.52K ﹤0.01%
189
2049
$1.51K ﹤0.01%
+40
2050
$1.5K ﹤0.01%
26
+8
80 81
82
83 84