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
876
$6K ﹤0.01%
173
+24
877
$6K ﹤0.01%
101
-10
878
$6K ﹤0.01%
2,225
879
$6K ﹤0.01%
+130
880
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31
+6
881
$6K ﹤0.01%
174
882
$6K ﹤0.01%
157
883
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+117
884
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885
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40
+5
886
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56
-53
887
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135
-227
888
$6K ﹤0.01%
434
+120
889
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131
890
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121
+105
891
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+250
892
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+250
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894
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85
895
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+250
896
$6K ﹤0.01%
76
+60
897
$5K ﹤0.01%
+214
898
$5K ﹤0.01%
+41
899
$5K ﹤0.01%
33
900
$5K ﹤0.01%
+33
34 35
36
37 38