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
2226
$527 ﹤0.01%
36
2227
$521 ﹤0.01%
32
2228
$520 ﹤0.01%
32
2229
$510 ﹤0.01%
17
+9
2230
$509 ﹤0.01%
18
2231
$508 ﹤0.01%
+124
2232
$507 ﹤0.01%
11
2233
$506 ﹤0.01%
11
2234
$498 ﹤0.01%
+33
2235
$485 ﹤0.01%
51
2236
$482 ﹤0.01%
33
2237
$481 ﹤0.01%
17
2238
$479 ﹤0.01%
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2239
$476 ﹤0.01%
33
2240
$475 ﹤0.01%
11
2241
$467 ﹤0.01%
9
2242
$464 ﹤0.01%
47
-68
2243
$461 ﹤0.01%
+37
2244
$455 ﹤0.01%
18
2245
$451 ﹤0.01%
7
2246
$451 ﹤0.01%
+79
2247
$450 ﹤0.01%
9
2248
$448 ﹤0.01%
9
2249
$446 ﹤0.01%
37
+29
2250
$439 ﹤0.01%
24
-7