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
476
$33K ﹤0.01%
213
-16
477
$33K ﹤0.01%
1,100
-650
478
$33K ﹤0.01%
1,224
-680
479
$32K ﹤0.01%
550
480
$32K ﹤0.01%
1,521
481
$32K ﹤0.01%
1,000
-1,020
482
$31K ﹤0.01%
136
483
$31K ﹤0.01%
120
+24
484
$31K ﹤0.01%
1,200
485
$31K ﹤0.01%
255
486
$30K ﹤0.01%
+936
487
$30K ﹤0.01%
592
+582
488
$30K ﹤0.01%
865
489
$29K ﹤0.01%
930
+280
490
$29K ﹤0.01%
173
491
$29K ﹤0.01%
+404
492
$28K ﹤0.01%
363
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493
$28K ﹤0.01%
549
-155
494
$28K ﹤0.01%
240
-192
495
$27K ﹤0.01%
+780
496
$27K ﹤0.01%
+273
497
$27K ﹤0.01%
+200
498
$26K ﹤0.01%
362
499
$26K ﹤0.01%
270
+247
500
$26K ﹤0.01%
317
+222
18 19
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