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
$1.12B
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,233
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$3.19M
3
+$3M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.19M
5
ADBE icon
Adobe
ADBE
+$2.13M

Top Sells

1
+$2.78M
2
+$2.02M
3
+$1.44M
4
DIS icon
Walt Disney
DIS
+$1.37M
5
AYI icon
Acuity Brands
AYI
+$1.37M

Sector Composition

1 Financials 10.54%
2 Technology 9.19%
3 Healthcare 8.32%
4 Industrials 7.6%
5 Consumer Discretionary 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.15K ﹤0.01%
+6
627
$1.15K ﹤0.01%
45
628
$1.14K ﹤0.01%
68
629
$1.14K ﹤0.01%
38
-500
630
$1.13K ﹤0.01%
57
631
$1.12K ﹤0.01%
121
632
$970 ﹤0.01%
41
633
$955 ﹤0.01%
9
634
$932 ﹤0.01%
16
635
$864 ﹤0.01%
26
-454
636
$817 ﹤0.01%
33
637
$774 ﹤0.01%
34
638
$764 ﹤0.01%
102
639
$744 ﹤0.01%
15
640
$700 ﹤0.01%
47
641
$672 ﹤0.01%
8
642
$641 ﹤0.01%
11
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$615 ﹤0.01%
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$590 ﹤0.01%
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-20
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$558 ﹤0.01%
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$461 ﹤0.01%
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-1
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$448 ﹤0.01%
10
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$434 ﹤0.01%
11
-68
649
$408 ﹤0.01%
21
650
$376 ﹤0.01%
10
24 25
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