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
501
$26K ﹤0.01%
990
502
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+404
503
$25K ﹤0.01%
+218
504
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500
-500
505
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266
506
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500
507
$24K ﹤0.01%
650
508
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870
+520
509
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542
-65
510
$24K ﹤0.01%
1,258
511
$24K ﹤0.01%
5,000
512
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87
-4
513
$23K ﹤0.01%
167
+128
514
$23K ﹤0.01%
+412
515
$23K ﹤0.01%
948
-17,074
516
$23K ﹤0.01%
157
+32
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$23K ﹤0.01%
500
518
$22K ﹤0.01%
587
519
$22K ﹤0.01%
575
520
$22K ﹤0.01%
1,000
521
$21K ﹤0.01%
+225
522
$21K ﹤0.01%
980
-472
523
$21K ﹤0.01%
218
524
$21K ﹤0.01%
+1,842
525
$21K ﹤0.01%
143
+128
19 20
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