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
$1.06B
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
676
$98 ﹤0.01%
1
677
$90 ﹤0.01%
67
678
$84 ﹤0.01%
20
679
$54 ﹤0.01%
4
680
$44 ﹤0.01%
88
681
$29 ﹤0.01%
1
682
$26 ﹤0.01%
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683
$23 ﹤0.01%
20
684
$21 ﹤0.01%
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685
$20 ﹤0.01%
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686
$18 ﹤0.01%
800
687
$7 ﹤0.01%
12
688
$4 ﹤0.01%
15
689
– –
0
690
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691
$1 ﹤0.01%
323
692
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0
693
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0
694
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695
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696
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697
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699
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0
26 27
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29 30