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
476
$24K ﹤0.01%
705
477
$24K ﹤0.01%
155
+46
478
$23K ﹤0.01%
306
479
$23K ﹤0.01%
1,200
480
$23K ﹤0.01%
990
+280
481
$22K ﹤0.01%
936
482
$22K ﹤0.01%
812
+500
483
$22K ﹤0.01%
634
484
$21K ﹤0.01%
130
485
$21K ﹤0.01%
174
-7
486
$21K ﹤0.01%
317
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487
$21K ﹤0.01%
81
488
$21K ﹤0.01%
1,413
-10,121
489
$21K ﹤0.01%
275
-253
490
$21K ﹤0.01%
500
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491
$20K ﹤0.01%
150
492
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675
494
$20K ﹤0.01%
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495
$19K ﹤0.01%
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496
$19K ﹤0.01%
260
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497
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498
$19K ﹤0.01%
141
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499
$19K ﹤0.01%
580
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500
$18K ﹤0.01%
610
18 19
20
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