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
776
$6K ﹤0.01%
+358
777
$6K ﹤0.01%
+78
778
$6K ﹤0.01%
178
+124
779
$6K ﹤0.01%
96
+75
780
$6K ﹤0.01%
172
+37
781
$6K ﹤0.01%
+55
782
$6K ﹤0.01%
+96
783
$6K ﹤0.01%
97
+69
784
$6K ﹤0.01%
53
785
$6K ﹤0.01%
88
+58
786
$6K ﹤0.01%
42
+15
787
$6K ﹤0.01%
135
+108
788
$6K ﹤0.01%
90
-1
789
$6K ﹤0.01%
58
+50
790
$6K ﹤0.01%
100
-90
791
$6K ﹤0.01%
+65
792
$6K ﹤0.01%
77
793
$6K ﹤0.01%
29
794
$6K ﹤0.01%
50
795
$6K ﹤0.01%
111
+85
796
$6K ﹤0.01%
161
797
$6K ﹤0.01%
220
+76
798
$6K ﹤0.01%
87
799
$6K ﹤0.01%
+70
800
$6K ﹤0.01%
152
30 31
32
33 34