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
$1.45B
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$3.63M
3
+$1.69M
4
VZ icon
Verizon
VZ
+$1.62M
5
BA icon
Boeing
BA
+$1.61M

Top Sells

1
+$4.13M
2
+$1.78M
3
+$1.48M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.43M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.39M

Sector Composition

1 Technology 10.59%
2 Financials 10.21%
3 Consumer Discretionary 8.98%
4 Healthcare 8.74%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2K ﹤0.01%
81
702
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703
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300
704
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126
705
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39
706
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137
707
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708
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100
709
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28
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710
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100
711
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712
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66
713
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18
714
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410
715
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565
716
$2K ﹤0.01%
8,700
717
$1K ﹤0.01%
36
718
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18
719
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4
721
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29
722
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27
723
$1K ﹤0.01%
20
724
$1K ﹤0.01%
76
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725
$1K ﹤0.01%
33
-226
27 28
29
30 31