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
$2.65B
AUM Growth
-$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,741
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.6M
3
+$8.32M
4
LHX icon
L3Harris
LHX
+$7.54M
5
ACN icon
Accenture
ACN
+$7.42M

Top Sells

1
+$8.56M
2
+$8.16M
3
+$6M
4
CERN
Cerner Corp
CERN
+$4.83M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.03M

Sector Composition

1 Technology 16.97%
2 Financials 10.42%
3 Healthcare 9.68%
4 Consumer Discretionary 8.58%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$8K ﹤0.01%
43
+1
802
$8K ﹤0.01%
721
-104,464
803
$8K ﹤0.01%
34
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804
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75
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805
$8K ﹤0.01%
34
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806
$8K ﹤0.01%
263
-10
807
$8K ﹤0.01%
247
808
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+163
809
$8K ﹤0.01%
356
810
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65
811
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812
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813
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39
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43
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62
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108
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538
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25
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823
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825
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70
+7
31 32
33
34 35