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

Top Buys

1
+$10.6M
2
+$10.6M
3
+$8.32M
4
LHX icon
L3Harris
LHX
+$7.54M
5
ACN icon
Accenture
ACN
+$7.42M

Top Sells

1
+$8.56M
2
+$8.16M
3
+$6M
4
CERN
Cerner Corp
CERN
+$4.83M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.03M

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
576
$21K ﹤0.01%
1,321
+63
577
$21K ﹤0.01%
214
+71
578
$21K ﹤0.01%
66
+33
579
$21K ﹤0.01%
233
+100
580
$21K ﹤0.01%
374
+203
581
$21K ﹤0.01%
1,000
582
$21K ﹤0.01%
193
-9
583
$21K ﹤0.01%
61
+14
584
$20K ﹤0.01%
647
-151
585
$20K ﹤0.01%
228
-25
586
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511
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587
$20K ﹤0.01%
42
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588
$20K ﹤0.01%
131
-3
589
$20K ﹤0.01%
238
+22
590
$20K ﹤0.01%
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$20K ﹤0.01%
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$19K ﹤0.01%
300
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593
$19K ﹤0.01%
292
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594
$19K ﹤0.01%
14
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595
$19K ﹤0.01%
667
-5
596
$19K ﹤0.01%
970
+500
597
$19K ﹤0.01%
293
+11
598
$19K ﹤0.01%
144
-21
599
$19K ﹤0.01%
401
600
$18K ﹤0.01%
196
+125
22 23
24
25 26