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
551
$24K ﹤0.01%
169
+116
552
$24K ﹤0.01%
101
+82
553
$23K ﹤0.01%
220
+117
554
$23K ﹤0.01%
1,251
+15
555
$23K ﹤0.01%
376
556
$23K ﹤0.01%
+25
557
$23K ﹤0.01%
1,258
558
$23K ﹤0.01%
127
+78
559
$22K ﹤0.01%
518
-86
560
$22K ﹤0.01%
200
561
$22K ﹤0.01%
668
-138
562
$22K ﹤0.01%
390
+180
563
$22K ﹤0.01%
+725
564
$22K ﹤0.01%
162
565
$22K ﹤0.01%
69
+26
566
$21K ﹤0.01%
+1,000
567
$21K ﹤0.01%
86
568
$21K ﹤0.01%
47
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569
$21K ﹤0.01%
+707
570
$21K ﹤0.01%
450
571
$21K ﹤0.01%
424
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572
$21K ﹤0.01%
1,000
573
$20K ﹤0.01%
130
+68
574
$20K ﹤0.01%
28
+22
575
$20K ﹤0.01%
95
+32
21 22
23
24 25