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
$818M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1 +$51.9M
2 +$39.6M
3 +$24.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22.5M
5
AAPL icon
Apple
AAPL
+$18.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.85%
2 Technology 10.35%
3 Healthcare 9.35%
4 Industrials 8.97%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$1.96K ﹤0.01%
+257
577
$1.93K ﹤0.01%
+34
578
$1.82K ﹤0.01%
+45
579
$1.8K ﹤0.01%
+233
580
$1.72K ﹤0.01%
+32
581
$1.71K ﹤0.01%
+61
582
$1.69K ﹤0.01%
+99
583
$1.5K ﹤0.01%
+19
584
$1.48K ﹤0.01%
+90
585
$1.46K ﹤0.01%
+157
586
$1.41K ﹤0.01%
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587
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+9
588
$1.35K ﹤0.01%
+48
589
$1.32K ﹤0.01%
+38
590
$1.23K ﹤0.01%
+99
591
$1.23K ﹤0.01%
+38
592
$1.17K ﹤0.01%
+157
593
$1.04K ﹤0.01%
+209
594
$1.02K ﹤0.01%
+68
595
$988 ﹤0.01%
+32
596
$977 ﹤0.01%
+40
597
$952 ﹤0.01%
+114
598
$939 ﹤0.01%
+57
599
$933 ﹤0.01%
+41
600
$859 ﹤0.01%
+16