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
201
$1.84M 0.05%
7,610
-655
202
$1.82M 0.05%
8,878
-8,264
203
$1.8M 0.05%
14,307
-729
204
$1.8M 0.05%
56,348
+5,205
205
$1.8M 0.05%
18,617
+76
206
$1.78M 0.05%
35,963
+1,817
207
$1.75M 0.04%
64,225
+26,200
208
$1.73M 0.04%
6,142
-168
209
$1.69M 0.04%
24,866
-11,183
210
$1.65M 0.04%
23,860
-1,369
211
$1.64M 0.04%
5,877
+4,212
212
$1.58M 0.04%
8,606
-1,794
213
$1.56M 0.04%
10,795
-92
214
$1.56M 0.04%
4,489
+4,330
215
$1.49M 0.04%
19,596
-12,374
216
$1.48M 0.04%
43,066
-4,554
217
$1.39M 0.04%
47,941
-1,190
218
$1.37M 0.04%
16,282
-1,827
219
$1.35M 0.03%
4,483
-757
220
$1.33M 0.03%
2,849
+154
221
$1.33M 0.03%
13,902
-50
222
$1.31M 0.03%
10,182
-5,691
223
$1.3M 0.03%
16,421
+351
224
$1.27M 0.03%
49,900
+2,594
225
$1.27M 0.03%
15,777
-404
7 8
9
10 11