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
2176
$772 ﹤0.01%
+45
2177
$772 ﹤0.01%
+84
2178
$772 ﹤0.01%
63
-194
2179
$771 ﹤0.01%
46
-4
2180
$771 ﹤0.01%
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2181
$770 ﹤0.01%
30
2182
$768 ﹤0.01%
19
2183
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2184
$767 ﹤0.01%
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2185
$761 ﹤0.01%
51
-708
2186
$751 ﹤0.01%
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2187
$748 ﹤0.01%
39
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2188
$742 ﹤0.01%
+45
2189
$733 ﹤0.01%
87
-456
2190
$724 ﹤0.01%
57
2191
$724 ﹤0.01%
4
2192
$722 ﹤0.01%
5
2193
$722 ﹤0.01%
+46
2194
$716 ﹤0.01%
19
2195
$716 ﹤0.01%
15
-37
2196
$715 ﹤0.01%
32
-20
2197
$704 ﹤0.01%
18
2198
$687 ﹤0.01%
84
2199
$683 ﹤0.01%
65
2200
$683 ﹤0.01%
13
+7