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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
$3.46B
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,569
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$5.94M
3
+$5.67M
4
DOW icon
Dow Inc
DOW
+$5.03M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$5.02M

Top Sells

1
+$20.8M
2
+$15.7M
3
+$9.72M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.82M
5
AAPL icon
Apple
AAPL
+$6.71M

Sector Composition

1 Technology 20.46%
2 Financials 11.31%
3 Consumer Discretionary 8.3%
4 Healthcare 7.7%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-106
2502
– –
-1
2503
– –
-38
2504
– –
0
2505
– –
-3,966
2506
– –
-40
2507
– –
-29
2508
– –
-88
2509
– –
-1,476
2510
– –
-770
2511
– –
-41
2512
– –
-177
2513
– –
-760
2514
– –
-28
2515
– –
-20
2516
– –
-169
2517
– –
-219
2518
– –
-196
2519
– –
-45
2520
– –
-145,000
2521
– –
-8
2522
– –
-10
2523
– –
-2
2524
– –
-2,977
2525
– –
-81
98 99 100
101
102