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
$1.06B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$3.97M
3
+$3.13M
4
V icon
Visa
V
+$3.11M
5
SWK icon
Stanley Black & Decker
SWK
+$3.01M

Top Sells

1
+$4.15M
2
+$2.27M
3
+$2.23M
4
MET icon
MetLife
MET
+$2.15M
5
AFL icon
Aflac
AFL
+$1.87M

Sector Composition

1 Financials 10.96%
2 Technology 9.33%
3 Healthcare 8.21%
4 Industrials 7.84%
5 Consumer Discretionary 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$861 ﹤0.01%
34
652
$770 ﹤0.01%
102
653
$756 ﹤0.01%
15
654
$646 ﹤0.01%
8
655
$644 ﹤0.01%
21
656
$588 ﹤0.01%
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$577 ﹤0.01%
+20
658
$446 ﹤0.01%
10
659
$433 ﹤0.01%
10
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660
$422 ﹤0.01%
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661
$388 ﹤0.01%
9
662
$370 ﹤0.01%
10
663
$365 ﹤0.01%
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664
$365 ﹤0.01%
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665
$360 ﹤0.01%
50
666
$351 ﹤0.01%
10
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$347 ﹤0.01%
14
-1
668
$308 ﹤0.01%
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669
$231 ﹤0.01%
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670
$222 ﹤0.01%
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671
$216 ﹤0.01%
7
672
$184 ﹤0.01%
8
673
$140 ﹤0.01%
10
674
$135 ﹤0.01%
9
675
$105 ﹤0.01%
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