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
$3.3B
AUM Growth
+$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,293
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$5.3M
3
+$4.14M
4
AMZN icon
Amazon
AMZN
+$3.82M
5
AAPL icon
Apple
AAPL
+$3.82M

Top Sells

1
+$13.5M
2
+$6.11M
3
+$5.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.14M
5
TXN icon
Texas Instruments
TXN
+$5.08M

Sector Composition

1 Technology 22.25%
2 Financials 9.64%
3 Consumer Discretionary 8.33%
4 Healthcare 7.91%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$30.3M 0.92%
74,459
+438
27
$28.6M 0.87%
719,918
+10,910
28
$27.8M 0.84%
50,299
+85
29
$27.5M 0.83%
171,190
+25,780
30
$27.4M 0.83%
1,138,612
-253,712
31
$27M 0.82%
398,468
+12,826
32
$26.7M 0.81%
499,653
+24,486
33
$26.4M 0.8%
247,223
-36,110
34
$25.5M 0.77%
44,142
+731
35
$25.4M 0.77%
534,333
+15,682
36
$24.7M 0.75%
48,531
+282
37
$24.7M 0.75%
98,759
+1,322
38
$23.6M 0.71%
234,622
+3,298
39
$23M 0.7%
89,981
+271
40
$22.9M 0.7%
107,364
-1,276
41
$22.5M 0.68%
66,205
+673
42
$22.2M 0.67%
315,450
-5,115
43
$20.9M 0.63%
249,697
+4,758
44
$20.6M 0.62%
86,442
+619
45
$20M 0.61%
134,188
-1,146
46
$19M 0.58%
24,084
-694
47
$18.8M 0.57%
259,292
+16,918
48
$18.8M 0.57%
56,335
-1,524
49
$18.3M 0.55%
443,111
-43,621
50
$18M 0.55%
32,010
+284
1
2
3 4 5