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
601
$848 ﹤0.01%
+34
602
$811 ﹤0.01%
+33
603
$765 ﹤0.01%
+15
604
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605
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+200
606
$712 ﹤0.01%
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607
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608
$647 ﹤0.01%
+19
609
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+21
610
$602 ﹤0.01%
+8
611
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$543 ﹤0.01%
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616
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+10
617
$484 ﹤0.01%
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$417 ﹤0.01%
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619
$409 ﹤0.01%
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$408 ﹤0.01%
+200
621
$379 ﹤0.01%
+10
622
$368 ﹤0.01%
+10
623
$366 ﹤0.01%
+42
624
$342 ﹤0.01%
+75
625
$339 ﹤0.01%
+15
23 24
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