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
2051
$1.49K ﹤0.01%
37
2052
$1.49K ﹤0.01%
193
+14
2053
$1.49K ﹤0.01%
124
2054
$1.49K ﹤0.01%
44
-3
2055
$1.49K ﹤0.01%
18
2056
$1.49K ﹤0.01%
32
2057
$1.47K ﹤0.01%
56
2058
$1.47K ﹤0.01%
34
2059
$1.46K ﹤0.01%
12
2060
$1.45K ﹤0.01%
91
+22
2061
$1.44K ﹤0.01%
67
2062
$1.43K ﹤0.01%
70
-14
2063
$1.43K ﹤0.01%
31
+23
2064
$1.42K ﹤0.01%
51
2065
$1.42K ﹤0.01%
275
2066
$1.42K ﹤0.01%
39
2067
$1.42K ﹤0.01%
104
2068
$1.42K ﹤0.01%
33
-12
2069
$1.42K ﹤0.01%
12
2070
$1.41K ﹤0.01%
28
-1
2071
$1.41K ﹤0.01%
63
2072
$1.41K ﹤0.01%
593
2073
$1.4K ﹤0.01%
+361
2074
$1.4K ﹤0.01%
33
2075
$1.4K ﹤0.01%
77
81 82
83
84 85