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
2201
$681 ﹤0.01%
91
2202
$681 ﹤0.01%
184
2203
$677 ﹤0.01%
11
2204
$673 ﹤0.01%
+61
2205
$669 ﹤0.01%
38
2206
$665 ﹤0.01%
+126
2207
$653 ﹤0.01%
20
2208
$642 ﹤0.01%
20
2209
$628 ﹤0.01%
138
+97
2210
$619 ﹤0.01%
6
2211
$613 ﹤0.01%
11
2212
$600 ﹤0.01%
55
2213
$572 ﹤0.01%
74
2214
$569 ﹤0.01%
15
-98
2215
$567 ﹤0.01%
36
2216
$561 ﹤0.01%
25
2217
$559 ﹤0.01%
102
2218
$557 ﹤0.01%
6
2219
$556 ﹤0.01%
+127
2220
$554 ﹤0.01%
+22
2221
$550 ﹤0.01%
18
2222
$549 ﹤0.01%
61
-44
2223
$540 ﹤0.01%
12
2224
$537 ﹤0.01%
6
2225
$533 ﹤0.01%
7