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
$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
+$4.5M
3
+$3.81M
4
AAPL icon
Apple
AAPL
+$3.13M
5
AMZN icon
Amazon
AMZN
+$2.64M

Top Sells

1
+$9.92M
2
+$2.57M
3
+$2.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.07M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.05M

Sector Composition

1 Technology 15.84%
2 Financials 10.94%
3 Healthcare 8.96%
4 Consumer Discretionary 8.48%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22M 0.93%
79,181
+1,562
27
$21.9M 0.93%
531,005
+26,635
28
$21.9M 0.93%
94,778
+5,565
29
$21.7M 0.92%
173,440
+11,780
30
$21.5M 0.91%
205,479
+16,829
31
$21.4M 0.91%
42,396
+4,417
32
$21M 0.89%
88,107
+5,400
33
$20.2M 0.86%
179,054
+6,618
34
$19.9M 0.85%
376,047
+29,049
35
$19.5M 0.83%
48,800
+1,237
36
$19.4M 0.82%
575,103
-6,709
37
$18.1M 0.77%
61,969
+622
38
$17.2M 0.73%
43,241
+1,743
39
$15.8M 0.67%
235,773
+17,320
40
$15.2M 0.64%
60,982
+3,592
41
$14.4M 0.61%
253,112
+18,531
42
$14.2M 0.6%
32,947
-1,862
43
$14.1M 0.6%
54,258
+3,066
44
$13.3M 0.56%
28,289
+2,179
45
$12.7M 0.54%
35,013
+1,121
46
$12.7M 0.54%
169,336
+1,282
47
$12.6M 0.54%
152,839
+950
48
$12.5M 0.53%
101,005
+2,421
49
$12.2M 0.52%
33,551
+190
50
$11.4M 0.48%
133,823
+13,306
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