MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
+$4.4M
3
+$3.58M
4
AAPL icon
Apple
AAPL
+$2.96M
5
AMZN icon
Amazon
AMZN
+$2.55M

Top Sells

1
+$9.93M
2
+$2.5M
3
+$2.41M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.06M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.01M

Sector Composition

1 Technology 15.84%
2 Financials 10.94%
3 Healthcare 8.93%
4 Consumer Discretionary 8.48%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$47K ﹤0.01%
930
-318
477
$47K ﹤0.01%
779
+87
478
$47K ﹤0.01%
646
+238
479
$47K ﹤0.01%
530
480
$46K ﹤0.01%
167
+120
481
$46K ﹤0.01%
+422
482
$46K ﹤0.01%
750
+600
483
$46K ﹤0.01%
376
+276
484
$45K ﹤0.01%
1,153
485
$45K ﹤0.01%
1,109
+93
486
$45K ﹤0.01%
+503
487
$45K ﹤0.01%
1,590
488
$44K ﹤0.01%
317
489
$44K ﹤0.01%
1,177
+526
490
$43K ﹤0.01%
505
+75
491
$43K ﹤0.01%
180
+35
492
$42K ﹤0.01%
430
493
$42K ﹤0.01%
227
+48
494
$42K ﹤0.01%
106
+5
495
$42K ﹤0.01%
2,452
496
$41K ﹤0.01%
256
+176
497
$40K ﹤0.01%
375
498
$40K ﹤0.01%
154
+48
499
$39K ﹤0.01%
226
-93
500
$39K ﹤0.01%
291
-214
18 19
20
21 22