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
$1.62B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.06M
3
+$1.97M
4
V icon
Visa
V
+$1.84M
5
FRC
First Republic Bank
FRC
+$1.37M

Top Sells

1
+$1.71M
2
+$1.65M
3
+$1.34M
4
XOM icon
Exxon Mobil
XOM
+$1.16M
5
RTN
Raytheon Company
RTN
+$1.1M

Sector Composition

1 Technology 12.28%
2 Financials 10.71%
3 Healthcare 8.73%
4 Consumer Discretionary 8.34%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$8K ﹤0.01%
+506
652
$8K ﹤0.01%
+94
653
$8K ﹤0.01%
+81
654
$8K ﹤0.01%
97
655
$8K ﹤0.01%
+147
656
$8K ﹤0.01%
80
-100
657
$8K ﹤0.01%
500
658
$8K ﹤0.01%
+40
659
$8K ﹤0.01%
+229
660
$8K ﹤0.01%
68
-288
661
$8K ﹤0.01%
121
662
$8K ﹤0.01%
+140
663
$8K ﹤0.01%
+136
664
$8K ﹤0.01%
105
-36
665
$7K ﹤0.01%
105
-36
666
$7K ﹤0.01%
+141
667
$7K ﹤0.01%
229
668
$7K ﹤0.01%
44
669
$7K ﹤0.01%
+200
670
$7K ﹤0.01%
375
671
$7K ﹤0.01%
550
672
$7K ﹤0.01%
406
-164
673
$7K ﹤0.01%
93
674
$7K ﹤0.01%
100
675
$7K ﹤0.01%
28
25 26
27
28 29