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
$2.65B
AUM Growth
-$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,741
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.7M
3
+$8.09M
4
LHX icon
L3Harris
LHX
+$8.04M
5
ACN icon
Accenture
ACN
+$7.42M

Top Sells

1
+$8.28M
2
+$7.74M
3
+$5.63M
4
CERN
Cerner Corp
CERN
+$4.89M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.08M

Sector Composition

1 Technology 16.97%
2 Financials 10.42%
3 Healthcare 9.68%
4 Consumer Discretionary 8.58%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$25K ﹤0.01%
152
+4
552
$25K ﹤0.01%
69
-3
553
$25K ﹤0.01%
98
-78
554
$24K ﹤0.01%
+2,204
555
$24K ﹤0.01%
+575
556
$24K ﹤0.01%
+264
557
$24K ﹤0.01%
183
-18
558
$24K ﹤0.01%
302
+60
559
$24K ﹤0.01%
+2,135
560
$23K ﹤0.01%
802
+769
561
$23K ﹤0.01%
+416
562
$23K ﹤0.01%
1,394
+706
563
$23K ﹤0.01%
387
+23
564
$23K ﹤0.01%
1,204
-145
565
$23K ﹤0.01%
385
-94
566
$23K ﹤0.01%
658
-306
567
$23K ﹤0.01%
36
+11
568
$23K ﹤0.01%
197
+10
569
$22K ﹤0.01%
505
570
$22K ﹤0.01%
630
+163
571
$22K ﹤0.01%
166
-16
572
$22K ﹤0.01%
415
+204
573
$22K ﹤0.01%
495
+16
574
$21K ﹤0.01%
66
+33
575
$21K ﹤0.01%
233
+100
21 22
23
24 25