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
$2.65B
AUM Growth
-$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,741
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.6M
3
+$8.32M
4
LHX icon
L3Harris
LHX
+$7.54M
5
ACN icon
Accenture
ACN
+$7.42M

Top Sells

1
+$8.56M
2
+$8.16M
3
+$6M
4
CERN
Cerner Corp
CERN
+$4.83M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.03M

Sector Composition

1 Technology 16.97%
2 Financials 10.42%
3 Healthcare 9.68%
4 Consumer Discretionary 8.58%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$12K ﹤0.01%
4,824
702
$12K ﹤0.01%
100
703
$12K ﹤0.01%
49
-9
704
$12K ﹤0.01%
86
705
$12K ﹤0.01%
41
+27
706
$12K ﹤0.01%
101
+63
707
$12K ﹤0.01%
339
-4,850
708
$12K ﹤0.01%
251
+203
709
$11K ﹤0.01%
219
-1
710
$11K ﹤0.01%
63
+13
711
$11K ﹤0.01%
104
+32
712
$11K ﹤0.01%
88
+17
713
$11K ﹤0.01%
142
+59
714
$11K ﹤0.01%
176
+12
715
$11K ﹤0.01%
291
+30
716
$11K ﹤0.01%
296
717
$11K ﹤0.01%
65
+34
718
$11K ﹤0.01%
274
+12
719
$11K ﹤0.01%
177
+12
720
$11K ﹤0.01%
123
+9
721
$11K ﹤0.01%
288
-74
722
$11K ﹤0.01%
138
-68
723
$11K ﹤0.01%
107
+7
724
$11K ﹤0.01%
+150
725
$11K ﹤0.01%
27
+5
27 28
29
30 31