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
376
$117K 0.01%
5,218
+151
377
$117K 0.01%
1,510
+630
378
$116K ﹤0.01%
1,765
379
$114K ﹤0.01%
13,396
380
$112K ﹤0.01%
1,858
+119
381
$112K ﹤0.01%
2,464
+699
382
$111K ﹤0.01%
418
+37
383
$111K ﹤0.01%
592
-25
384
$110K ﹤0.01%
360
+264
385
$109K ﹤0.01%
2,239
+1,234
386
$109K ﹤0.01%
1,806
-54
387
$109K ﹤0.01%
1,839
-29,404
388
$108K ﹤0.01%
234
-15
389
$108K ﹤0.01%
352
+19
390
$107K ﹤0.01%
902
+9
391
$107K ﹤0.01%
2,115
392
$106K ﹤0.01%
+2,247
393
$106K ﹤0.01%
1,072
394
$106K ﹤0.01%
448
-311
395
$106K ﹤0.01%
1,275
-23
396
$104K ﹤0.01%
674
+29
397
$104K ﹤0.01%
965
+314
398
$99K ﹤0.01%
2,228
+1,991
399
$99K ﹤0.01%
13,800
400
$98K ﹤0.01%
5,300
14 15
16
17 18