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
+$4.77M
2
+$3.68M
3
+$1.77M
4
VZ icon
Verizon
VZ
+$1.61M
5
BA icon
Boeing
BA
+$1.61M

Top Sells

1
+$3.27M
2
+$1.71M
3
+$1.53M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.45M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.41M

Sector Composition

1 Technology 10.59%
2 Financials 10.21%
3 Consumer Discretionary 8.98%
4 Healthcare 8.75%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1K ﹤0.01%
33
-226
727
$1K ﹤0.01%
9
728
$1K ﹤0.01%
30
729
$1K ﹤0.01%
45
730
$1K ﹤0.01%
21
731
$1K ﹤0.01%
77
732
$1K ﹤0.01%
64
733
$1K ﹤0.01%
210
+15
734
$1K ﹤0.01%
160
735
$1K ﹤0.01%
300
736
$1K ﹤0.01%
11
737
$0 ﹤0.01%
1
738
– –
-51
739
– –
-250
740
– –
-1
741
– –
-155
742
$0 ﹤0.01%
94
743
– –
-1,795
744
$0 ﹤0.01%
9
745
– –
-3,486
746
– –
-28
747
– –
-4,600
748
$0 ﹤0.01%
3
749
– –
-13,879
750
$0 ﹤0.01%
800
28 29
30
31 32