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
2126
$1.08K ﹤0.01%
4
+1
2127
$1.07K ﹤0.01%
20
-18
2128
$1.07K ﹤0.01%
15
+6
2129
$1.06K ﹤0.01%
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+1
2130
$1.05K ﹤0.01%
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2131
$1.04K ﹤0.01%
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2132
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55
+6
2133
$1.04K ﹤0.01%
176
2134
$1.02K ﹤0.01%
156
2135
$1.02K ﹤0.01%
18
2136
$1.02K ﹤0.01%
41
-254
2137
$1.01K ﹤0.01%
38
2138
$997 ﹤0.01%
36
2139
$992 ﹤0.01%
41
2140
$990 ﹤0.01%
140
-168
2141
$989 ﹤0.01%
10
2142
$982 ﹤0.01%
49
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2143
$974 ﹤0.01%
22
2144
$971 ﹤0.01%
9
2145
$953 ﹤0.01%
252
2146
$953 ﹤0.01%
136
2147
$947 ﹤0.01%
116
2148
$946 ﹤0.01%
154
+10
2149
$944 ﹤0.01%
37
2150
$936 ﹤0.01%
33
-79