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
651
$344 ﹤0.01%
9
652
$342 ﹤0.01%
75
653
$341 ﹤0.01%
42
654
$329 ﹤0.01%
50
655
$282 ﹤0.01%
19
656
$281 ﹤0.01%
7
657
$268 ﹤0.01%
5
-250
658
$261 ﹤0.01%
+12
659
$243 ﹤0.01%
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660
$242 ﹤0.01%
+12
661
$149 ﹤0.01%
10
662
$140 ﹤0.01%
8
-133
663
$117 ﹤0.01%
10
-1
664
$114 ﹤0.01%
27
665
$77 ﹤0.01%
9
666
$72 ﹤0.01%
+5
667
$70 ﹤0.01%
+5
668
$66 ﹤0.01%
20
669
$55 ﹤0.01%
4
670
$54 ﹤0.01%
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671
$39 ﹤0.01%
+1
672
$34 ﹤0.01%
2
-500
673
$33 ﹤0.01%
88
674
$27 ﹤0.01%
1
675
$25 ﹤0.01%
+2
25 26
27
28 29