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
551
$12K ﹤0.01%
290
-350
552
$12K ﹤0.01%
200
553
$12K ﹤0.01%
+200
554
$12K ﹤0.01%
+1,074
555
$11K ﹤0.01%
106
+31
556
$11K ﹤0.01%
309
557
$11K ﹤0.01%
85
558
$11K ﹤0.01%
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559
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200
560
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248
561
$11K ﹤0.01%
49
+15
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$11K ﹤0.01%
95
563
$11K ﹤0.01%
300
564
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-250
565
$11K ﹤0.01%
140
-236
566
$11K ﹤0.01%
100
567
$11K ﹤0.01%
146
568
$11K ﹤0.01%
1,333
569
$10K ﹤0.01%
402
-24,158
570
$10K ﹤0.01%
750
571
$10K ﹤0.01%
105
572
$10K ﹤0.01%
245
573
$10K ﹤0.01%
350
574
$10K ﹤0.01%
311
575
$10K ﹤0.01%
100
21 22
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