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
2076
$1.39K ﹤0.01%
23
-59
2077
$1.39K ﹤0.01%
95
2078
$1.38K ﹤0.01%
18
-15
2079
$1.38K ﹤0.01%
26
2080
$1.38K ﹤0.01%
150
2081
$1.38K ﹤0.01%
38
2082
$1.36K ﹤0.01%
27
2083
$1.35K ﹤0.01%
45
2084
$1.34K ﹤0.01%
12
-2
2085
$1.34K ﹤0.01%
53
-6
2086
$1.33K ﹤0.01%
7
2087
$1.33K ﹤0.01%
765
2088
$1.32K ﹤0.01%
24
2089
$1.32K ﹤0.01%
62
2090
$1.32K ﹤0.01%
95
2091
$1.31K ﹤0.01%
110
-35
2092
$1.3K ﹤0.01%
249
2093
$1.3K ﹤0.01%
+55
2094
$1.29K ﹤0.01%
30
-353
2095
$1.28K ﹤0.01%
+148
2096
$1.27K ﹤0.01%
140
2097
$1.27K ﹤0.01%
82
2098
$1.27K ﹤0.01%
19
+8
2099
$1.27K ﹤0.01%
+32
2100
$1.26K ﹤0.01%
32