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
2101
$1.26K ﹤0.01%
+292
2102
$1.25K ﹤0.01%
+166
2103
$1.25K ﹤0.01%
5
2104
$1.23K ﹤0.01%
73
2105
$1.23K ﹤0.01%
36
2106
$1.19K ﹤0.01%
631
+90
2107
$1.19K ﹤0.01%
39
-31
2108
$1.19K ﹤0.01%
170
2109
$1.19K ﹤0.01%
80
-36
2110
$1.19K ﹤0.01%
112
+32
2111
$1.19K ﹤0.01%
38
2112
$1.18K ﹤0.01%
58
2113
$1.18K ﹤0.01%
163
+40
2114
$1.17K ﹤0.01%
107
+10
2115
$1.16K ﹤0.01%
22
2116
$1.14K ﹤0.01%
50
+4
2117
$1.14K ﹤0.01%
236
2118
$1.14K ﹤0.01%
139
2119
$1.13K ﹤0.01%
+36
2120
$1.13K ﹤0.01%
70
2121
$1.12K ﹤0.01%
35
2122
$1.11K ﹤0.01%
23
2123
$1.1K ﹤0.01%
92
-17
2124
$1.09K ﹤0.01%
71
2125
$1.08K ﹤0.01%
70
+6