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
$1.45B
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$3.63M
3
+$1.69M
4
VZ icon
Verizon
VZ
+$1.62M
5
BA icon
Boeing
BA
+$1.61M

Top Sells

1
+$4.13M
2
+$1.78M
3
+$1.48M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.43M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.39M

Sector Composition

1 Technology 10.59%
2 Financials 10.21%
3 Consumer Discretionary 8.98%
4 Healthcare 8.74%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$8K ﹤0.01%
500
602
$8K ﹤0.01%
75
-62
603
$8K ﹤0.01%
258
604
$8K ﹤0.01%
100
605
$8K ﹤0.01%
100
606
$8K ﹤0.01%
202
607
$8K ﹤0.01%
76
-4,567
608
$8K ﹤0.01%
82
609
$8K ﹤0.01%
574
610
$8K ﹤0.01%
123
611
$8K ﹤0.01%
575
612
$8K ﹤0.01%
90
-213
613
$7K ﹤0.01%
+246
614
$7K ﹤0.01%
387
+145
615
$7K ﹤0.01%
70
616
$7K ﹤0.01%
686
+142
617
$7K ﹤0.01%
75
618
$7K ﹤0.01%
38
+16
619
$7K ﹤0.01%
600
-139
620
$7K ﹤0.01%
135
621
$7K ﹤0.01%
125
-122
622
$7K ﹤0.01%
104
623
$7K ﹤0.01%
111
624
$7K ﹤0.01%
490
-300
625
$7K ﹤0.01%
101
-18
23 24
25
26 27