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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
$0 ﹤0.01%
157
752
$0 ﹤0.01%
67
753
– –
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754
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755
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756
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$0 ﹤0.01%
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758
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5,000
759
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760
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761
$0 ﹤0.01%
3
762
– –
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763
$0 ﹤0.01%
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764
$0 ﹤0.01%
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765
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766
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767
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2
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768
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4
769
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770
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771
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772
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773
$0 ﹤0.01%
9
774
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775
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29 30
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32 33