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
$1.62B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.06M
3
+$1.97M
4
V icon
Visa
V
+$1.84M
5
FRC
First Republic Bank
FRC
+$1.37M

Top Sells

1
+$1.71M
2
+$1.65M
3
+$1.34M
4
XOM icon
Exxon Mobil
XOM
+$1.16M
5
RTN
Raytheon Company
RTN
+$1.1M

Sector Composition

1 Technology 12.28%
2 Financials 10.71%
3 Healthcare 8.73%
4 Consumer Discretionary 8.34%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2K ﹤0.01%
200
-100
752
$2K ﹤0.01%
36
753
$2K ﹤0.01%
18
754
$2K ﹤0.01%
410
755
$2K ﹤0.01%
565
756
$2K ﹤0.01%
8,700
757
$1K ﹤0.01%
36
-8
758
$1K ﹤0.01%
18
759
$1K ﹤0.01%
65
-30
760
$1K ﹤0.01%
15
761
$1K ﹤0.01%
4
762
$1K ﹤0.01%
9
-7
763
$1K ﹤0.01%
27
764
$1K ﹤0.01%
8
-1
765
$1K ﹤0.01%
20
766
$1K ﹤0.01%
9
767
$1K ﹤0.01%
30
768
$1K ﹤0.01%
45
769
$1K ﹤0.01%
11
770
$1K ﹤0.01%
46
-3
771
$1K ﹤0.01%
249
772
$1K ﹤0.01%
+19
773
– –
-16
774
$0 ﹤0.01%
8
-131
775
– –
-8
29 30
31
32 33