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
451
$40K ﹤0.01%
116
452
$39K ﹤0.01%
415
+307
453
$39K ﹤0.01%
1,348
-950
454
$38K ﹤0.01%
+2,090
455
$38K ﹤0.01%
1,043
456
$37K ﹤0.01%
1,228
457
$37K ﹤0.01%
1,090
458
$37K ﹤0.01%
+596
459
$37K ﹤0.01%
400
-100
460
$37K ﹤0.01%
1,144
+342
461
$37K ﹤0.01%
400
462
$37K ﹤0.01%
940
463
$37K ﹤0.01%
471
-61
464
$37K ﹤0.01%
+692
465
$36K ﹤0.01%
645
-255
466
$36K ﹤0.01%
645
-200
467
$35K ﹤0.01%
167
468
$34K ﹤0.01%
1,160
+429
469
$34K ﹤0.01%
+121
470
$34K ﹤0.01%
+2,470
471
$34K ﹤0.01%
59
+25
472
$34K ﹤0.01%
1,996
+1,852
473
$33K ﹤0.01%
+787
474
$33K ﹤0.01%
2,420
475
$33K ﹤0.01%
1,339
-191
17 18
19
20 21