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
$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
751
– –
-4,600
752
$0 ﹤0.01%
3
753
– –
-13,879
754
$0 ﹤0.01%
800
755
$0 ﹤0.01%
2,265
756
$0 ﹤0.01%
16
757
$0 ﹤0.01%
2
758
– –
-135
759
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-280
760
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761
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-480
762
$0 ﹤0.01%
3
763
– –
-263
764
– –
-695
765
– –
-73
766
$0 ﹤0.01%
2
-19
767
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768
$0 ﹤0.01%
7
769
– –
-4,377
770
$0 ﹤0.01%
7
771
– –
-3,350
772
– –
-200
773
– –
-2,000
774
– –
-154
775
– –
-116
29 30
31
32 33