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

Top Buys

1
+$10.3M
2
+$4.4M
3
+$3.58M
4
AAPL icon
Apple
AAPL
+$2.96M
5
AMZN icon
Amazon
AMZN
+$2.55M

Top Sells

1
+$9.93M
2
+$2.5M
3
+$2.41M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.06M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.01M

Sector Composition

1 Technology 15.84%
2 Financials 10.94%
3 Healthcare 8.93%
4 Consumer Discretionary 8.48%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$8K ﹤0.01%
43
+40
727
$8K ﹤0.01%
55
+37
728
$8K ﹤0.01%
140
729
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138
730
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100
+35
731
$8K ﹤0.01%
140
-25
732
$8K ﹤0.01%
83
+57
733
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173
+40
734
$8K ﹤0.01%
35
735
$8K ﹤0.01%
127
736
$8K ﹤0.01%
+215
737
$8K ﹤0.01%
80
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738
$8K ﹤0.01%
85
739
$8K ﹤0.01%
152
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740
$8K ﹤0.01%
993
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741
$7K ﹤0.01%
122
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742
$7K ﹤0.01%
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743
$7K ﹤0.01%
5
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744
$7K ﹤0.01%
149
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745
$7K ﹤0.01%
45
-17
746
$7K ﹤0.01%
47
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747
$7K ﹤0.01%
123
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748
$7K ﹤0.01%
142
-45
749
$7K ﹤0.01%
136
-48
750
$7K ﹤0.01%
234
+181
28 29
30
31 32