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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
$3.89B
AUM Growth
-$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,517
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$9.82M
3
+$9.69M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$5.25M
5
XOM icon
Exxon Mobil
XOM
+$3.71M

Top Sells

1
+$9.19M
2
+$7.03M
3
+$5.87M
4
NVDA icon
NVIDIA
NVDA
+$5.68M
5
AAPL icon
Apple
AAPL
+$5.2M

Sector Composition

1 Technology 22.12%
2 Financials 11.18%
3 Consumer Discretionary 7.57%
4 Industrials 7.54%
5 Healthcare 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APPN icon
2076
Appian
APPN
$1.71B
$1.38K ﹤0.01%
39
PLGO
2077
Pelagos Insurance Capital
PLGO
$1.98B
$1.37K ﹤0.01%
70
-7
NRIX icon
2078
Nurix Therapeutics
NRIX
$1.77B
$1.37K ﹤0.01%
+72
IRMD icon
2079
iRadimed
IRMD
$1.16B
$1.36K ﹤0.01%
14
-1
LMND icon
2080
Lemonade
LMND
$4.67B
$1.35K ﹤0.01%
19
-100
FRHC icon
2081
Freedom Holding
FRHC
$8.51B
$1.34K ﹤0.01%
11
+10
ABAT icon
2082
American Battery Technology Co
ABAT
$423M
$1.34K ﹤0.01%
+400
FG icon
2083
F&G Annuities & Life
FG
$3.8B
$1.34K ﹤0.01%
43
+31
RARE icon
2084
Ultragenyx Pharmaceutical
RARE
$2.45B
$1.33K ﹤0.01%
58
SBSI icon
2085
Southside Bancshares
SBSI
$1.01B
$1.31K ﹤0.01%
+43
HLMN icon
2086
Hillman Solutions
HLMN
$1.57B
$1.3K ﹤0.01%
150
TMQ
2087
Trilogy Metals
TMQ
$676M
$1.29K ﹤0.01%
+300
ADUS icon
2088
Addus HomeCare
ADUS
$1.77B
$1.29K ﹤0.01%
12
WTBA icon
2089
West Bancorporation
WTBA
$419M
$1.29K ﹤0.01%
58
LXFR icon
2090
Luxfer Holdings
LXFR
$486M
$1.28K ﹤0.01%
95
CENT icon
2091
Central Garden & Pet Co
CENT
$2.7B
$1.25K ﹤0.01%
39
+19
GABC icon
2092
German American Bancorp
GABC
$1.69B
$1.25K ﹤0.01%
32
AGX icon
2093
Argan
AGX
$9.68B
$1.25K ﹤0.01%
4
EIG icon
2094
Employers Holdings
EIG
$836M
$1.25K ﹤0.01%
29
-50
SITE icon
2095
SiteOne Landscape Supply
SITE
$4.75B
$1.25K ﹤0.01%
10
-2
JELD icon
2096
JELD-WEN Holding
JELD
$154M
$1.24K ﹤0.01%
505
+427
DSGR icon
2097
Distribution Solutions Group
DSGR
$1.28B
$1.23K ﹤0.01%
45
HOMB icon
2098
Home BancShares
HOMB
$5.61B
$1.22K ﹤0.01%
44
-32
UAVS icon
2099
AgEagle Aerial Systems
UAVS
$52.3M
$1.22K ﹤0.01%
+1,500
NTCT icon
2100
NETSCOUT
NTCT
$2.91B
$1.22K ﹤0.01%
+45
82 83
84
85 86