MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$3.63M
3
+$1.69M
4
VZ icon
Verizon
VZ
+$1.62M
5
BA icon
Boeing
BA
+$1.61M

Top Sells

1
+$4.13M
2
+$1.78M
3
+$1.48M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.43M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.39M

Sector Composition

1 Technology 10.59%
2 Financials 10.21%
3 Consumer Discretionary 8.98%
4 Healthcare 8.74%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$161K 0.01%
3,921
-396
352
$159K 0.01%
1,410
-51
353
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3,464
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354
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5,489
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355
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356
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357
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3,020
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358
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359
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419
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360
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2,605
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361
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363
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12,342
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364
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365
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366
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368
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369
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545
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372
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3,422
-103,661
373
$107K 0.01%
+2,000
374
$104K 0.01%
2,575
375
$103K 0.01%
635
-179
13 14
15
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