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
$1.62B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.06M
3
+$1.97M
4
V icon
Visa
V
+$1.84M
5
FRC
First Republic Bank
FRC
+$1.37M

Top Sells

1
+$1.71M
2
+$1.65M
3
+$1.34M
4
XOM icon
Exxon Mobil
XOM
+$1.16M
5
RTN
Raytheon Company
RTN
+$1.1M

Sector Composition

1 Technology 12.28%
2 Financials 10.71%
3 Healthcare 8.73%
4 Consumer Discretionary 8.34%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$5K ﹤0.01%
+154
702
$5K ﹤0.01%
25
-415
703
$5K ﹤0.01%
+200
704
$5K ﹤0.01%
+405
705
$5K ﹤0.01%
56
706
$5K ﹤0.01%
180
707
$5K ﹤0.01%
80
708
$5K ﹤0.01%
60
709
$5K ﹤0.01%
100
710
$4K ﹤0.01%
20
+13
711
$4K ﹤0.01%
40
-26
712
$4K ﹤0.01%
100
713
$4K ﹤0.01%
150
714
$4K ﹤0.01%
100
715
$4K ﹤0.01%
+115
716
$4K ﹤0.01%
60
717
$4K ﹤0.01%
35
718
$4K ﹤0.01%
37
719
$4K ﹤0.01%
217
-104
720
$4K ﹤0.01%
500
721
$4K ﹤0.01%
200
722
$4K ﹤0.01%
316
-33
723
$4K ﹤0.01%
136
-177
724
$4K ﹤0.01%
100
725
$3K ﹤0.01%
16
27 28
29
30 31