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
$1.06B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$3.97M
3
+$3.13M
4
V icon
Visa
V
+$3.11M
5
SWK icon
Stanley Black & Decker
SWK
+$3.01M

Top Sells

1
+$4.15M
2
+$2.27M
3
+$2.23M
4
MET icon
MetLife
MET
+$2.15M
5
AFL icon
Aflac
AFL
+$1.87M

Sector Composition

1 Financials 10.96%
2 Technology 9.33%
3 Healthcare 8.21%
4 Industrials 7.84%
5 Consumer Discretionary 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
– –
-111
827
– –
-333
828
– –
0
829
– –
0
830
– –
0
831
– –
-18,489
832
– –
0
833
– –
-200
834
– –
-6,170
835
– –
0
836
– –
-90
837
– –
-7
838
– –
0
839
– –
0
840
– –
-108
841
– –
0
842
– –
0
30 31 32 33
34