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
626
$14K ﹤0.01%
456
+46
627
$14K ﹤0.01%
333
+43
628
– –
0
629
$14K ﹤0.01%
66
+58
630
$14K ﹤0.01%
31
+15
631
$14K ﹤0.01%
345
632
$14K ﹤0.01%
200
633
$14K ﹤0.01%
81
+76
634
$14K ﹤0.01%
78
+37
635
$14K ﹤0.01%
126
+91
636
$14K ﹤0.01%
99
+88
637
$13K ﹤0.01%
613
638
$13K ﹤0.01%
+20
639
$13K ﹤0.01%
888
640
$13K ﹤0.01%
53
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641
$13K ﹤0.01%
404
642
$13K ﹤0.01%
42
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643
$12K ﹤0.01%
206
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644
$12K ﹤0.01%
34
+20
645
$12K ﹤0.01%
+150
646
$12K ﹤0.01%
86
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647
$12K ﹤0.01%
86
+20
648
$12K ﹤0.01%
246
+226
649
$12K ﹤0.01%
490
650
$12K ﹤0.01%
174
-3,771
24 25
26
27 28