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
751
$7K ﹤0.01%
35
-26
752
$7K ﹤0.01%
513
+122
753
$7K ﹤0.01%
100
754
$7K ﹤0.01%
261
+103
755
$7K ﹤0.01%
75
756
$7K ﹤0.01%
68
+39
757
$7K ﹤0.01%
85
+44
758
$7K ﹤0.01%
125
759
$7K ﹤0.01%
100
760
$7K ﹤0.01%
85
+20
761
$7K ﹤0.01%
174
762
$7K ﹤0.01%
17
763
$7K ﹤0.01%
20
+9
764
$7K ﹤0.01%
38
765
$7K ﹤0.01%
+24
766
$7K ﹤0.01%
19
+15
767
$7K ﹤0.01%
32
+27
768
$7K ﹤0.01%
212
+79
769
$7K ﹤0.01%
103
+79
770
$7K ﹤0.01%
27
771
$7K ﹤0.01%
+379
772
$7K ﹤0.01%
49
-38
773
$6K ﹤0.01%
80
774
$6K ﹤0.01%
73
+57
775
$6K ﹤0.01%
51
+41
29 30
31
32 33