We are live on ! Find out more
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
$309M
AUM Growth
-$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
960
New
Increased
Reduced
Closed

Top Sells

1 +$20.1M
2 +$16.8M
3 +$15.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.27M
5
AAPL icon
Apple
AAPL
+$5.57M

Sector Composition

1 Financials 12.37%
2 Healthcare 9.53%
3 Technology 8.48%
4 Industrials 8.1%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
-24
627
-5,150
628
0
629
-33
630
0
631
-21
632
-8
633
-51
634
-80
635
0
636
-6,806
637
-14,785
638
-300
639
-6,940
640
0
641
-1,827
642
-73
643
-515
644
0
645
-555
646
0
647
0
648
-83,429
649
-116,638
650
-40