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
601
$17K ﹤0.01%
515
+36
602
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252
+139
603
$16K ﹤0.01%
150
604
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165
605
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575
+57
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884
+733
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330
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815
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613
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$15K ﹤0.01%
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615
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+226
616
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30
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618
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11
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619
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342
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620
$15K ﹤0.01%
420
621
$15K ﹤0.01%
+145
622
$15K ﹤0.01%
482
+363
623
$14K ﹤0.01%
+399
624
$14K ﹤0.01%
54
625
$14K ﹤0.01%
100
23 24
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