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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
651
$11K ﹤0.01%
124
+44
652
$11K ﹤0.01%
429
+304
653
$11K ﹤0.01%
+206
654
$11K ﹤0.01%
108
+96
655
$11K ﹤0.01%
146
+61
656
$11K ﹤0.01%
139
+44
657
$11K ﹤0.01%
30
+11
658
$11K ﹤0.01%
267
659
$11K ﹤0.01%
20
+16
660
$11K ﹤0.01%
122
-1
661
$11K ﹤0.01%
35
+7
662
$11K ﹤0.01%
61
+31
663
$11K ﹤0.01%
21
+19
664
$11K ﹤0.01%
65
+54
665
$11K ﹤0.01%
95
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666
$11K ﹤0.01%
34
+21
667
$10K ﹤0.01%
68
668
$10K ﹤0.01%
47
+6
669
$10K ﹤0.01%
199
-526
670
$10K ﹤0.01%
91
+61
671
$10K ﹤0.01%
191
+148
672
$10K ﹤0.01%
143
+109
673
$10K ﹤0.01%
164
+98
674
$10K ﹤0.01%
95
-66
675
$10K ﹤0.01%
162
+87
25 26
27
28 29