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
2451
– –
-2,007
2452
– –
-2
2453
– –
-117
2454
– –
-308
2455
– –
-7,141
2456
– –
-300
2457
– –
-2
2458
– –
-332
2459
– –
-111
2460
– –
-24
2461
$0 ﹤0.01%
1,300
2462
$0 ﹤0.01%
24,500
2463
$0 ﹤0.01%
3
2464
$0 ﹤0.01%
54
2465
$0 ﹤0.01%
3,333
2466
$0 ﹤0.01%
3,000
2467
$0 ﹤0.01%
150
2468
$0 ﹤0.01%
2,265
95 96 97 98
99