MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
VOXR
2101
Vox Royalty Corp
VOXR
$376M
$1.26K ﹤0.01%
+292
TERN icon
2102
Terns Pharmaceuticals
TERN
$3.72B
$1.25K ﹤0.01%
+166
OSIS icon
2103
OSI Systems
OSIS
$4.58B
$1.25K ﹤0.01%
5
HCSG icon
2104
Healthcare Services Group
HCSG
$1.31B
$1.23K ﹤0.01%
73
IAC icon
2105
IAC Inc
IAC
$2.97B
$1.23K ﹤0.01%
36
BYND icon
2106
Beyond Meat
BYND
$352M
$1.19K ﹤0.01%
631
+90
APPN icon
2107
Appian
APPN
$2.13B
$1.19K ﹤0.01%
39
-31
UDMY icon
2108
Udemy
UDMY
$706M
$1.19K ﹤0.01%
170
LMNR icon
2109
Limoneira
LMNR
$256M
$1.19K ﹤0.01%
80
-36
FORR icon
2110
Forrester Research
FORR
$149M
$1.19K ﹤0.01%
112
+32
OFLX icon
2111
Omega Flex
OFLX
$318M
$1.19K ﹤0.01%
38
WTBA icon
2112
West Bancorporation
WTBA
$378M
$1.18K ﹤0.01%
58
MYGN icon
2113
Myriad Genetics
MYGN
$516M
$1.18K ﹤0.01%
163
+40
GTM
2114
ZoomInfo Technologies
GTM
$2.55B
$1.17K ﹤0.01%
107
+10
LAZ icon
2115
Lazard
LAZ
$5.1B
$1.16K ﹤0.01%
22
EVER icon
2116
EverQuote
EVER
$817M
$1.14K ﹤0.01%
50
+4
EPM icon
2117
Evolution Petroleum
EPM
$134M
$1.14K ﹤0.01%
236
TK icon
2118
Teekay
TK
$855M
$1.14K ﹤0.01%
139
FSFG icon
2119
First Savings Financial Group
FSFG
$226M
$1.13K ﹤0.01%
+36
MXL icon
2120
MaxLinear
MXL
$1.68B
$1.13K ﹤0.01%
70
WSBC icon
2121
WesBanco
WSBC
$3.3B
$1.12K ﹤0.01%
35
ASTE icon
2122
Astec Industries
ASTE
$1.09B
$1.11K ﹤0.01%
23
BUR icon
2123
Burford Capital
BUR
$2.11B
$1.1K ﹤0.01%
92
-17
SNDX icon
2124
Syndax Pharmaceuticals
SNDX
$1.79B
$1.09K ﹤0.01%
71
QNST icon
2125
QuinStreet
QNST
$766M
$1.08K ﹤0.01%
70
+6