MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$607M
AUM Growth
+$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
936
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19M
3
+$7.6M
4
AAPL icon
Apple
AAPL
+$7.35M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.13M

Top Sells

1
+$1.4M
2
+$1.16M
3
+$1.08M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$859K
5
UZA
United States Cellular Corp. 6.95% Senior Notes due 2060
UZA
+$818K

Sector Composition

1 Financials 11.36%
2 Industrials 10.69%
3 Healthcare 10.38%
4 Technology 8.95%
5 Consumer Discretionary 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$45 ﹤0.01%
88
702
$28 ﹤0.01%
+12
703
$18 ﹤0.01%
+800
704
$9 ﹤0.01%
14
705
$8 ﹤0.01%
+12
706
$8 ﹤0.01%
+323
707
$8 ﹤0.01%
+15,000
708
$2 ﹤0.01%
423
+369
709
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-25
710
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0
711
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712
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713
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714
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715
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717
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718
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719
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0
720
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721
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0
722
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0
723
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-1
724
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725
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0
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