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
2401
– –
-44
2402
– –
-19,539
2403
– –
-117
2404
– –
-150
2405
– –
-9,600
2406
– –
0
2407
– –
-2,243
2408
– –
-394
2409
– –
-87
2410
– –
-1,260
2411
– –
-145
2412
– –
-4
2413
– –
-1,569
2414
– –
-196
2415
– –
-104
2416
– –
-278
2417
– –
-46
2418
– –
-52
2419
– –
-49
2420
– –
-135
2421
– –
-52
2422
– –
-194
2423
– –
-1,287
2424
– –
-29
2425
– –
-1,360
95 96
97
98 99