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
$1.62B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.16M
3
+$2.05M
4
V icon
Visa
V
+$1.92M
5
FRC
First Republic Bank
FRC
+$1.49M

Top Sells

1
+$1.72M
2
+$1.64M
3
+$1.35M
4
XOM icon
Exxon Mobil
XOM
+$1.17M
5
RTN
Raytheon Company
RTN
+$1.14M

Sector Composition

1 Technology 12.28%
2 Financials 10.71%
3 Healthcare 8.74%
4 Consumer Discretionary 8.34%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$12K ﹤0.01%
397
-104
602
$11K ﹤0.01%
888
603
$11K ﹤0.01%
105
604
$11K ﹤0.01%
+258
605
$11K ﹤0.01%
111
606
$11K ﹤0.01%
485
+460
607
$11K ﹤0.01%
211
+186
608
$11K ﹤0.01%
83
609
$11K ﹤0.01%
167
610
$11K ﹤0.01%
91
611
$11K ﹤0.01%
215
612
$11K ﹤0.01%
1,000
613
$11K ﹤0.01%
175
614
$11K ﹤0.01%
101
615
$11K ﹤0.01%
140
616
$11K ﹤0.01%
146
617
$10K ﹤0.01%
+61
618
$10K ﹤0.01%
139
619
$10K ﹤0.01%
216
620
$10K ﹤0.01%
100
-30
621
$10K ﹤0.01%
211
-1,789
622
$10K ﹤0.01%
+894
623
$10K ﹤0.01%
86
-9
624
$10K ﹤0.01%
128
625
$9K ﹤0.01%
165
-87
23 24
25
26 27