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
576
$20K ﹤0.01%
337
+69
577
$20K ﹤0.01%
+1,174
578
$20K ﹤0.01%
31
+5
579
$19K ﹤0.01%
144
580
$19K ﹤0.01%
318
+158
581
$19K ﹤0.01%
32
+10
582
$19K ﹤0.01%
86
+43
583
$19K ﹤0.01%
662
-182
584
$18K ﹤0.01%
536
+300
585
$18K ﹤0.01%
86
+24
586
$18K ﹤0.01%
152
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587
$18K ﹤0.01%
260
+98
588
$18K ﹤0.01%
294
589
$18K ﹤0.01%
786
+750
590
$18K ﹤0.01%
+586
591
$18K ﹤0.01%
63
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592
$18K ﹤0.01%
401
593
$17K ﹤0.01%
245
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594
$17K ﹤0.01%
71
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595
$17K ﹤0.01%
55
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596
$17K ﹤0.01%
103
-45
597
$17K ﹤0.01%
199
+155
598
$17K ﹤0.01%
958
-763
599
$17K ﹤0.01%
46
+5
600
$17K ﹤0.01%
497
22 23
24
25 26