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
$3.3B
AUM Growth
+$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,293
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$5.3M
3
+$4.14M
4
AMZN icon
Amazon
AMZN
+$3.82M
5
AAPL icon
Apple
AAPL
+$3.82M

Top Sells

1
+$13.5M
2
+$6.11M
3
+$5.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.14M
5
TXN icon
Texas Instruments
TXN
+$5.08M

Sector Composition

1 Technology 22.25%
2 Financials 9.64%
3 Consumer Discretionary 8.33%
4 Healthcare 7.91%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.5M 0.53%
247,464
+28,803
52
$17.5M 0.53%
141,035
-400
53
$16.9M 0.51%
4,259
+110
54
$16.8M 0.51%
55,533
+482
55
$16.6M 0.5%
379,296
-24,357
56
$16.6M 0.5%
202,456
+1,175
57
$14.7M 0.45%
26,802
+1,128
58
$14.6M 0.44%
127,155
+26,780
59
$14.5M 0.44%
77,093
+2,016
60
$14.4M 0.44%
185,876
+4,685
61
$13.5M 0.41%
60,274
+4,964
62
$13.1M 0.4%
334,534
+15,756
63
$12.9M 0.39%
49,969
+634
64
$12.8M 0.39%
240,868
-1,745
65
$12.6M 0.38%
14,812
+188
66
$12.4M 0.38%
58,171
+66
67
$12.1M 0.37%
63,116
+3,365
68
$11.7M 0.36%
128,041
-7,945
69
$11.7M 0.35%
117,748
-1,227
70
$11.6M 0.35%
26,527
+702
71
$11.3M 0.34%
24,247
-170
72
$11.3M 0.34%
144,826
-173,670
73
$10.9M 0.33%
148,083
+9,894
74
$10.5M 0.32%
19,353
+6,666
75
$10.4M 0.32%
163,196
+7,499
1 2
3
4 5