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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
$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
676
$25 ﹤0.01%
12
677
$18 ﹤0.01%
800
678
$17 ﹤0.01%
44
679
$8 ﹤0.01%
12
680
$7 ﹤0.01%
20
681
$1 ﹤0.01%
323
682
– –
-8
683
– –
-2,550
684
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0
685
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0
686
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687
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-4,629
688
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0
689
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-199
690
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-20
691
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-99
692
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-95
693
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694
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695
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696
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697
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698
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-2,200
699
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-48
700
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26 27
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