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
$2.35B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,365
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.5M
3
+$3.81M
4
AAPL icon
Apple
AAPL
+$3.13M
5
AMZN icon
Amazon
AMZN
+$2.64M

Top Sells

1
+$9.92M
2
+$2.57M
3
+$2.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.07M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.05M

Sector Composition

1 Technology 15.84%
2 Financials 10.94%
3 Healthcare 8.96%
4 Consumer Discretionary 8.48%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.4M 0.44%
164,770
+9,016
52
$10.4M 0.44%
131,996
-32,642
53
$10.3M 0.44%
+223,233
54
$10M 0.42%
71,407
+854
55
$9.93M 0.42%
119,008
+3,066
56
$9.9M 0.42%
41,897
-1,706
57
$9.87M 0.42%
76,392
+6,343
58
$9.84M 0.42%
222,455
+13,780
59
$9.81M 0.42%
180,198
-5,315
60
$9.72M 0.41%
39,413
+3,797
61
$9.7M 0.41%
179,241
+16,398
62
$9.66M 0.41%
124,247
-434
63
$9.59M 0.41%
254,040
+26,610
64
$9.47M 0.4%
57,040
+754
65
$9.23M 0.39%
44,834
+4,339
66
$9.22M 0.39%
235,448
+2,606
67
$9.2M 0.39%
195,714
+17,538
68
$9.11M 0.39%
43,782
+1,883
69
$9.08M 0.39%
18,493
+2,044
70
$9.08M 0.39%
46,793
+444
71
$9.06M 0.38%
190,025
+6,524
72
$8.99M 0.38%
43,876
+4,466
73
$8.98M 0.38%
36,338
+1,347
74
$8.95M 0.38%
83,754
+8,601
75
$8.94M 0.38%
23,630
+911
1 2
3
4 5