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
426
$45K ﹤0.01%
583
427
$45K ﹤0.01%
400
428
$44K ﹤0.01%
500
429
$44K ﹤0.01%
1,322
-16,356
430
$43K ﹤0.01%
250
+163
431
$43K ﹤0.01%
1,260
-20,306
432
$43K ﹤0.01%
1,041
433
$42K ﹤0.01%
1,000
434
$42K ﹤0.01%
1,545
-2,180
435
$42K ﹤0.01%
1,200
436
$42K ﹤0.01%
900
-300
437
$41K ﹤0.01%
935
438
$41K ﹤0.01%
750
439
$40K ﹤0.01%
150
440
$40K ﹤0.01%
2,666
441
$40K ﹤0.01%
2,803
442
$39K ﹤0.01%
209
-40
443
$39K ﹤0.01%
955
-278
444
$39K ﹤0.01%
262
445
$38K ﹤0.01%
+610
446
$38K ﹤0.01%
1,043
447
$36K ﹤0.01%
305
+201
448
$36K ﹤0.01%
400
449
$35K ﹤0.01%
1,228
450
$35K ﹤0.01%
+219
16 17
18
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