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
$2.35B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,365
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.4M
3
+$3.58M
4
AAPL icon
Apple
AAPL
+$2.96M
5
AMZN icon
Amazon
AMZN
+$2.55M

Top Sells

1
+$9.93M
2
+$2.5M
3
+$2.41M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.06M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.01M

Sector Composition

1 Technology 15.84%
2 Financials 10.94%
3 Healthcare 8.93%
4 Consumer Discretionary 8.48%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$571K 0.02%
3,929
+17
277
$570K 0.02%
4,570
-41
278
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1,590
+12
279
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280
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11,147
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282
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283
$507K 0.02%
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284
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285
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286
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287
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288
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289
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295
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296
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9,222
-1,645
297
$422K 0.02%
3,730
298
$400K 0.02%
4,090
-46
299
$399K 0.02%
2,651
-2,407
300
$391K 0.02%
3,618
+337
10 11
12
13 14