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
2251
$437 ﹤0.01%
41
2252
$434 ﹤0.01%
74
-140
2253
$428 ﹤0.01%
40
-70
2254
$423 ﹤0.01%
28
2255
$418 ﹤0.01%
+8
2256
$416 ﹤0.01%
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2257
$413 ﹤0.01%
71
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2258
$406 ﹤0.01%
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2259
$403 ﹤0.01%
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2260
$399 ﹤0.01%
20
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2261
$398 ﹤0.01%
+1
2262
$398 ﹤0.01%
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+2
2263
$397 ﹤0.01%
16
-5
2264
$392 ﹤0.01%
+26
2265
$383 ﹤0.01%
78
2266
$381 ﹤0.01%
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2267
$380 ﹤0.01%
15
-114
2268
$380 ﹤0.01%
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2269
$379 ﹤0.01%
3
2270
$379 ﹤0.01%
10
2271
$375 ﹤0.01%
12
2272
$373 ﹤0.01%
+6
2273
$373 ﹤0.01%
9,300
2274
$372 ﹤0.01%
30
2275
$368 ﹤0.01%
+35