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%
429
+304
652
$11K ﹤0.01%
+206
653
$11K ﹤0.01%
108
+96
654
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146
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655
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139
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656
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34
+21
657
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30
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658
$11K ﹤0.01%
267
659
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20
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660
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124
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661
$11K ﹤0.01%
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-1
662
$11K ﹤0.01%
35
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663
$11K ﹤0.01%
61
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664
$11K ﹤0.01%
21
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665
$11K ﹤0.01%
65
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666
$11K ﹤0.01%
95
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667
$10K ﹤0.01%
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668
$10K ﹤0.01%
100
669
$10K ﹤0.01%
53
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670
$10K ﹤0.01%
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671
$10K ﹤0.01%
111
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672
$10K ﹤0.01%
+231
673
$10K ﹤0.01%
175
-17
674
$10K ﹤0.01%
380
-100
675
$10K ﹤0.01%
68
25 26
27
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