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
2301
$277 ﹤0.01%
6
2302
$276 ﹤0.01%
16
2303
$270 ﹤0.01%
7
-107
2304
$268 ﹤0.01%
1
2305
$263 ﹤0.01%
18
2306
$263 ﹤0.01%
3
2307
$250 ﹤0.01%
4
2308
$243 ﹤0.01%
1
-12
2309
$223 ﹤0.01%
15
2310
$218 ﹤0.01%
22
-107
2311
$214 ﹤0.01%
51
-244
2312
$214 ﹤0.01%
+11
2313
$209 ﹤0.01%
55
-474
2314
$199 ﹤0.01%
+9
2315
$180 ﹤0.01%
20
-82
2316
$178 ﹤0.01%
+3
2317
$172 ﹤0.01%
16
-11
2318
$172 ﹤0.01%
+1
2319
$171 ﹤0.01%
4
2320
$171 ﹤0.01%
3
-48
2321
$161 ﹤0.01%
+2
2322
$160 ﹤0.01%
+27
2323
$154 ﹤0.01%
7
2324
$154 ﹤0.01%
9
2325
$154 ﹤0.01%
10