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
726
$1K ﹤0.01%
9
727
$1K ﹤0.01%
30
728
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45
729
$1K ﹤0.01%
21
730
$1K ﹤0.01%
77
731
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64
732
$1K ﹤0.01%
210
+15
733
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734
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300
735
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11
736
– –
-100
737
$0 ﹤0.01%
157
738
$0 ﹤0.01%
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739
– –
-154
740
$0 ﹤0.01%
18
741
$0 ﹤0.01%
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742
– –
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743
$0 ﹤0.01%
44
744
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745
$0 ﹤0.01%
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746
– –
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747
$0 ﹤0.01%
3
748
– –
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749
$0 ﹤0.01%
800
750
$0 ﹤0.01%
2,265
28 29
30
31 32