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
526
$16K ﹤0.01%
+736
527
$16K ﹤0.01%
113
+47
528
$16K ﹤0.01%
+419
529
$16K ﹤0.01%
1,215
530
$15K ﹤0.01%
+176
531
$15K ﹤0.01%
110
532
$15K ﹤0.01%
145
533
$15K ﹤0.01%
470
+254
534
$15K ﹤0.01%
155
535
$15K ﹤0.01%
+300
536
$15K ﹤0.01%
311
-7,912
537
$14K ﹤0.01%
350
538
$14K ﹤0.01%
245
539
$14K ﹤0.01%
108
+57
540
$14K ﹤0.01%
930
-825
541
$13K ﹤0.01%
325
542
$13K ﹤0.01%
177
543
$13K ﹤0.01%
+700
544
$13K ﹤0.01%
187
-180
545
$12K ﹤0.01%
64
546
$12K ﹤0.01%
750
547
$12K ﹤0.01%
+398
548
$12K ﹤0.01%
372
549
$12K ﹤0.01%
+83
550
$12K ﹤0.01%
325
20 21
22
23 24