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
526
$29K ﹤0.01%
162
+34
527
$29K ﹤0.01%
609
528
$29K ﹤0.01%
479
+276
529
$29K ﹤0.01%
+317
530
$29K ﹤0.01%
315
531
$29K ﹤0.01%
102
532
$28K ﹤0.01%
1,248
+448
533
$27K ﹤0.01%
550
-37
534
$27K ﹤0.01%
394
+229
535
$27K ﹤0.01%
140
+42
536
$27K ﹤0.01%
252
-42
537
$26K ﹤0.01%
1,222
+196
538
$26K ﹤0.01%
306
+186
539
$26K ﹤0.01%
460
-310
540
$26K ﹤0.01%
446
+276
541
$26K ﹤0.01%
491
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542
$26K ﹤0.01%
247
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543
$25K ﹤0.01%
+1,800
544
$25K ﹤0.01%
272
545
$25K ﹤0.01%
39
-97
546
$25K ﹤0.01%
186
547
$25K ﹤0.01%
584
+64
548
$25K ﹤0.01%
+326
549
$25K ﹤0.01%
188
+79
550
$25K ﹤0.01%
247
+172
20 21
22
23 24