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
$1.62B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.06M
3
+$1.97M
4
V icon
Visa
V
+$1.84M
5
FRC
First Republic Bank
FRC
+$1.37M

Top Sells

1
+$1.71M
2
+$1.65M
3
+$1.34M
4
XOM icon
Exxon Mobil
XOM
+$1.16M
5
RTN
Raytheon Company
RTN
+$1.1M

Sector Composition

1 Technology 12.28%
2 Financials 10.71%
3 Healthcare 8.73%
4 Consumer Discretionary 8.34%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$111K 0.01%
2,468
377
$110K 0.01%
1,592
378
$109K 0.01%
1,500
379
$108K 0.01%
1,264
380
$108K 0.01%
844
+641
381
$108K 0.01%
1,428
+128
382
$106K 0.01%
1,384
+105
383
$106K 0.01%
543
+30
384
$105K 0.01%
980
+50
385
$103K 0.01%
487
+298
386
$100K 0.01%
1,152
+562
387
$99K 0.01%
755
-105
388
$96K 0.01%
2,960
-71
389
$96K 0.01%
495
390
$96K 0.01%
950
+473
391
$95K 0.01%
665
+155
392
$93K 0.01%
511
+307
393
$92K 0.01%
1,205
394
$91K 0.01%
3,399
+1,215
395
$89K 0.01%
354
-3
396
$89K 0.01%
5,252
+2,452
397
$89K 0.01%
12,000
398
$87K 0.01%
2,300
399
$84K 0.01%
680
+130
400
$83K 0.01%
1,330
-50
14 15
16
17 18