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
326
$267K 0.01%
12,050
-447,626
327
$253K 0.01%
+9,857
328
$253K 0.01%
3,089
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329
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4,177
-29
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9,205
-43
331
$242K 0.01%
8,892
-43
332
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5,465
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333
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334
$226K 0.01%
1,795
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335
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336
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337
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-24
338
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715
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339
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7,196
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340
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341
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628
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851
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7,858
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347
$167K 0.01%
3,861
348
$165K 0.01%
1,172
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349
$162K 0.01%
1,600
350
$162K 0.01%
1,110
+250
12 13
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