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
501
$38K ﹤0.01%
82
+19
502
$38K ﹤0.01%
481
+52
503
$37K ﹤0.01%
+2,264
504
$37K ﹤0.01%
+2,006
505
$36K ﹤0.01%
45
+22
506
$36K ﹤0.01%
+546
507
$35K ﹤0.01%
312
-139
508
$35K ﹤0.01%
+1,500
509
$35K ﹤0.01%
+2,938
510
$35K ﹤0.01%
251
+67
511
$34K ﹤0.01%
430
512
$34K ﹤0.01%
988
+973
513
$34K ﹤0.01%
300
-71
514
$34K ﹤0.01%
+2,000
515
$34K ﹤0.01%
501
+168
516
$33K ﹤0.01%
458
-127
517
$33K ﹤0.01%
92
518
$33K ﹤0.01%
133
519
$32K ﹤0.01%
505
520
$32K ﹤0.01%
165
+37
521
$32K ﹤0.01%
265
+117
522
$31K ﹤0.01%
182
-26
523
$30K ﹤0.01%
694
+577
524
$30K ﹤0.01%
480
525
$30K ﹤0.01%
688
+28
19 20
21
22 23